Sprinklr’s Self-Serve home is a personalized homepage for admins that provides a consolidated view of the posts, tasks, approvals, brand engagement in the last 24 hours, topic performance in the last 24 hours, etc. This home page has a mix of Sprinklr Service and Social widgets. The admin has access to view all the widgets.

• All-in-one personalized workspace for all activities.

• A single view of assigned tasks, post-performance, topic performance, and team engagement performance in the last 24 hours, etc.

• Admins can create/edit/delete their own personal to-do lists to manage all kinds of tasks.

• Admins can see and quickly act on all cases assigned to them.

• Admins can view the team overview in the past 24 hours

To navigate Sprinklr Home page

1. Login to your Sprinklr account by providing your username and credentials.
   
   

   
   
   

2. You will be redirected to the Sprinklr homepage.
   
   

   
   
   

3. You will see primary and secondary widgets on the Sprinklr home page for the role of Admin:
   
   Admin :

   
   

   Primary Widgets

   • Today’s Publishing Overview

   • Tasks

   • Approval

   • Brand Engagement in the last 24 hours

   • Publishing performance in last 24 hours

   • Post-performance in last 24 hour

   • Topic Performance for Past 24 Hours

   • Team Task Performance over last 24 hours

   • Team Engagement Performance over last 24 hours

   • Engagement Trend for Last 7 Days

   • Sprinklr is here to help

   • Sprinklr Service Performance for the past 24 Hours

   • Early Warning System

   • Recommended Articles for You

   • Tickets Escalated at Present

   • Team Overview for past 24 Hours

   • Tickets received in the past 24 hours
     
     

    Secondary Widgets

                           Current Team Availability

                           Message Sentiment Distribution

                           Recent Reports

                           Profile Widget

                          Predeicted CSAT Score

                          Top Issues in last 24 hours

   
   
   Primary Widgets :
   
   

   Today’s Publishing Overview
   
   

   

   This widget gives an overall summary of schedule posts, published posts, failed posts, rejected posts, approved posts, and posts sent for approval. You can click on any of specific metric to drill down more. The third pane will appear if you want to gather more details on Scheduled Posts only.

   
   
   Tasks
   
   

   

   
   

   This widget gives an overview of all the tasks assigned to the user, assignee name, due date, priority of the task, and the tasks associated to. You can study all the details comprehensively by clicking the View All icon the top right corner of the widget. You can change the tasks status to “Created by me”. It will have all the tasks created by the user.
   
   
   Approvals

   
   

   
   
   

   

   
   

   This widget gives a list of approvals - whether its posts or assets assigned to the user or created by the user. The last columns shows the Approval stage of the asset, posts, or messages. You can click on “Pending on Me” status dropdown and change it to “Created by Me” status which means all the tasks will be populated which are created by the user. Besides that, you can click on View All icon in the top right corner to have a comprehensive view of the tasks.

   
   
   Brand Engagement in the last 24 hours

   
   

   

   
   

   This widget gives an overall summary of messages received by the brand, number of replies sent by message type, average response time on the messages, number of impressions on the messages, total number of engagement on the messages, and the unique fans participated on the message. Click on View Inbox Report to have a comprehensive view of the Inbox performance. You can drill down on each of the brand engagement metric.

   
   
   Publishing performance in last 24 hours

   
   

   

   
   

   This widget gives an overview preview of the published posts performance in the last 24 hours. The summary is segregated by the number of published posts, its reach, engagement, comments, likes, and share. You can change the filter publishing performance by Channel. Besides that, you can click on View Cross Platform Report in the top right corner to view the report comprehensively. The report is divided inti 3 tabs - Overview, Engagement, and Content.

   
   
   Post-performance in last 24 hour
   
   

   
   
   

   This widget gives an overview of the post’s performance in the last 24 hours displaying the post likes and reactions, comments, and shares. You can click on the specific posts and view the details of the posts comrpehensively in the third pane. You can click on forward arrow to view the next post performance numbers.

   
   
   

   Topic Performance for Past 24 hours
   
   

   
   
   This widget provide a summary of the most searched topic in the past 24 hours, their number of mentions, distinct users for each topic, engagements on each topic. You can drill down on each of the numbers to have a comprehensive view of the Mentions, Distinct Users, and engagements.

   
   
   Team Engagement Performance for the last 24 hours

   
   

   

   
   

   This widget gives an overview of the team engagement over the last 24 hours displaying the fan messages replies by each user and the average response time on the message. You can click on View Inbox Report icon in the top right corner to understand the Inbox performance comprehensively. 

   
   
   

   Engagement Trend for Last 7 Days

   
   

   
   
   

   This widget provides total engagement trend for the last 7 days. Hover over the graph to view the total engagement for 1 day. Click on View Cross Platform Report icon in the top right corner to understand cross platform performance in detail. The report is segregated by 3 tabs - Overview, Engagement, and Content. 
   
   
   Team Task Performance over last 24 hours
   
   

   
   
   

   This widget provides a summary of team’s task performance over last 24 hours. You can view the list of assignees for the task, the number of tasks assigned to them, and their current task status. You can click on View Task Performance Report icon in the top right corner to study the task performance comprehensively. 

   
   
   

   Sprinklr is here to help          
     

   
   
   

   This tab will help you with any concerns while using the Sprinklr dashboard. You can contact the Sprinklr support team via Email or chat with the agent on Live Chat.
   
   
   Sprinklr Service Perofmance for the past 24 hours.
   
   

   
   
   

   This widget provides a overall summary of open tickets, overdue tickets, case count, average % SLA Met, Average Handling Time, and Average First Response Time. Clicking on any of them will redirect you to the Tickets tab.

   
   
   

   Earling Warning Dashboard

   
   
   This widget enables agents to prioritise tickets that requires utmost attention and which are likely to be escalated in the future. AI engines flags tickets by considering a bunch of parameters such as CSAT, First response, repeat case, detractor customer, foul language in the ticket, etc. They are scored and later rated in colors :

   
   

   The ones in the Red are on top priority and need agents' immediate attention.

   
   

   The ones in Yellow are about to be escalated and need to be attended to at the earliest.

   
   

   The ones in Green are new tickets that have met some metrics and can potentially cause problems for agents.
   
   
   

   Recommended Articles for you

   
   

   This widget provides recommended articles around Sprinklr Service or Social for you. You can click on Read Article icon to learn more about the article. Click on Visit Knowledge Portal icon to read more recommended articles published on Sprinklr Self-Serve Help Center. 
   
   

   
   
   
   Tickets Escalated at Present

   
   

   

   
   

   Any ticket escalated by your team or with breached SLA limits would appear here. Click View All icon in the top right corner to study escalated tickets in detail. The ticket will display the assignee name, ticket creation date, ticket number, escalated time. 
   
   Team Overview for past 24 hours

   
   

   

   
   

   This widget will give you an overall summary of the team, their current working status, number of open tickets, average response time, and average handling time. Click on View Team Analysis Report in the top right corner to understand the team analysis comprehensively. 

   
   Tickets received in the past 24 hours

   
   

   

   
   

   The widgets shows the trend of tickets received in the last 24 hours and the tickets that met their respective SLA limits.
   
   
   Secondary Widgets :

   
   
   

   Current Team Availability

   
   
   

   This widget determines your team’s availability. Based on these statuses, your team members will be allocated tickets. For example, if your availability status is Offline, it means you are unavailable to work on the tickets assigned to you. These are the following available options:
   
   

   Available - This status means that you are available and working on a ticket or ready to work on a ticket assigned to you.

   
   

   Short Break - If you need a short break from work, you can set this status. During this availability status, you will not be assigned tickets.

   
   Lunch - You can use lunch status whenever you have your lunch. This status ensures that you don’t receive any tickets during your break.

   
   

   Training - Sometimes, new agents join your team, and the first few days are crucial for them to learn the platform. This status is especially for those trainees. When you use this status, you will be considered a trainee and won’t be assigned complex tasks.

   
   

   Offline - When you are out of your business hours, you can put this status. It will let your supervisor know that you won’t be able to work on tickets assigned to you.
   
   

   Waiting for a Ticket: It means you are currently waiting for a ticket to be assigned.
   
   

   Click Show All in the top right corner and the third pane will appear explaining the team status in detail.

   Message Sentiment Distribution

   
   

   This widget explains the distribution of message sentiments in the last 24 hours such as Neutral, Positive, and Negative.
   
   

   
   
   Recent Reports

   
   

   This widget lsit down the reports you have opened recently.
   
   

   
   
   
   Profile Widget
   
   

   
   
   This widget explains the status of the user as Available, Short Break, Lunch, Training, and Offline.
   
   
   Predicted CSAT Score
   
   

   

   
   

   This widget explains the predicted CSAT score of the tickets. The pie chart is segregated by 3 scores - Positive, Neutral, and Negative CSAT %. Click on each of them to drill down more.
   
   Top Issues in the last 24 hours

   
   
   This widget explains the top issues in the last 24 hours. It is segragted by 3 types - negative, neutral, and positive.
   
   
   You can customise the Sprinklr homepage as well by clicking on the box icon in the top right.

   

   
   
   

   • Click on the Customise icon in the top right corner to limit the widgets you want to view in the home page. You can filter the homepage by Accounts, Teams, toggle on and off the primary and secondary widgets. The data in the Sprinklr Self-Serve homepage will be populated as per the customization done by the user.
     
     
     
     

   • Now, you can change the role of the user as well. Click on Settings, then type in User in the search bar.
     
     

     
     
     

   • The user page will appear where an Admin can add any number of users or change the role of the user as per his/her requirement.
     
     
     
     

   • Now, search for the user, Naveen. Click on the 3 dots icon and select Edit option from the dropdown.
     
     
     
     

   • Now, you can change the role of the user to Agent/Supervisor/Manager/Author. Select the supervisor and the team as well. Click Update at the bottom once you fill in the details.
     
     
     
     

     Once you assign the role to the user, the home page will have widgets as per the assigned role.

     If you assign the role to the user as Agent, this is how the home page will look like and will have particular widgets.
     
     
     

     
     

     Agent

     

     
     
     

     The Agent has all the access to the widgets similar to Admin. It will have widgets mix of Sprinklr Social and Sprinklr Service.

     
     

     It will have list of primary widgets in the home page:

     
     

     • Today’s Publishing Overview

     • Tasks

     • Approval

     • Brand Engagement in the last 24 hours

     • Publishing performance in last 24 hours

     • Post-performance in last 24 hour

     • Topic Performance for Past 24 Hours

     • Team Task Performance over last 24 hours

     • Team Engagement Performance over last 24 hours

     • Engagement Trend for Last 7 Days

     • Sprinklr is here to help

     • Sprinklr Service Performance for the past 24 Hours

     • Early Warning System

     • Recommended Articles for You

     • Tickets Escalated at Present

     • Team Overview for past 24 Hours

     • Tickets received in the past 24 hours

     
     
     

        Secondary Widgets

     •  Current Team Availability

     • Message Sentiment Distribution                            

     • Recent Reports

     • Profile Widget

     • Predicted CSAT Score

     • Top Issues in last 24 hours

     
     You can turn off Sprinklr Social widgets for a specific role. Go to Settings and click Turn off Sprinklr Social and all the widgets related to it will turn off and all widgets of Sprinklr Service will be visible.

     
     
     

     

     
     
     
     
     You can enable Sprinklr Social again by clicking Enable Sprinklr Social. All the widgets of Sprinklr Social will be visible.
     
     
     
     Similarly, you can turn off Sprinklr Service widgets as well by moving to Sprinklr Service tab.

     
     

     
     Author

     
     
     
     If you change the role of a user to an Author, it will have have the following widgets of Sprinklr Social in the home page:

     
     

     Primary Widgets

     • Today’s Publishing Overview

     • Approvals

     • Task 

     • Post Performance in last 24 hours

     • Recommeded Articles for You

     • Sprinklr is here to help

     
     
     

     Secondary Widgets

     • Current Team Availability

     • Profile Widget

     
     
     
     

     Supervisor

     
     

     If you change the role of a user to the Supervisor, it will have have the following widgets of Sprinklr Service in the home page:

     
     
     

     Primary Widgets

     • Performance for the past 24 hours

     • Escalated Tickets

     • Early Warning Dashboard

     • Team Overview for past 24 hours

     • Tasks

     • Team Task performance over last 24 hours

     • Recommeded Articles for You

     • Sprinklr is here to help

     • SLA Trend in last 24 hours

     
     
     

     Secondary Widgets

     • Current Team Availability

     • Top Issues in last 24 hours

     • CSAT Score

     • Message Sentiment Distribution

     • Recent Reports

     
     
     Manager

     
     

     If you change the role of a user to a Manager, it will have have the following widgets of Sprinklr Social in the home page:

     
     

     Primary Widgets

     • Today’s Publishing Overview

     • Tasks

     • Approval

     • Brand Engagement in the last 24 hours

     • Publishing performance in last 24 hours

     • Post-performance in last 24 hour

     • Topic Performance for Past 24 Hours

     • Team Task Performance over last 24 hours

     • Team Engagement Performance over last 24 hours

     • Engagement Trend for Last 7 Days

     • Sprinklr is here to help

     
      Secondary Widgets

     • Current Team Availability

     • Message Sentiment Distribution                     

     • Recent Reports