Skip to main content
Sprinklr Self-Serve Help Center
Global Governance

Global Governance

Establish and enforce consistent standards using Sprinklr's governance features, including account groups, approval workflows, custom fields, quick actions, and automations
Sub Categories (11)
Users
Users
Discover articles on users, user roles and their settings.
Teams
Teams
Explore the concept of teaming up within your organisation and how efficiently you can manage them!
Global Custom Fields
Global Custom Fields
Discover what Global Custom Fields are and how they can help you!
Tags
Tags
Delve into the world of tagging and categorisation. Learn how to use tags to organise, classify, and search for content efficiently.
Workspace
Workspace
Discover all the articles relevant to the workspace and it's components.
Profile Management
Profile Management
Discover articles around user profiles and how to manage them.
Security and Personalization
Security and Personalization
Explore the art of balancing data security and personalised user experiences. Dive into topics covering data protection, privacy, and the strategies for ensuring both security and a personal touch on the platform.
Business Hours
Business Hours
Learn about the critical aspect of defining and managing your business hours. Discover how setting and adhering to specific hours of operation can impact customer service, availability, and work-life balance.
Roles
Roles
Navigate the world of user roles within the Sprinklr platform. Understand the various roles, their permissions, and how they contribute towards your efficient usage of platform.
Canned Responses
Canned Responses
Uncover the power of pre-prepared, time-saving responses in this category. Learn how to optimise your communication efficiency with canned responses for emails, customer support, and messaging.
Custom Apps
Custom Apps
Discover how custom applications can transform your business or streamline your daily life. Explore topics related to app development, customisation, and the potential for tailored software to meet your unique needs.

Articles

(42)
SA
What are tags ?

Tags help you group different entities like posts, incoming messages, contacts, companies into categories based on similar criteria for easier management and reporting.Use caseTags plays a crucial when you want to mark the message in inbox module to filter out similar messages if need be. This funct

Articles

 • 

Tags

SA
Tagging post

Efficiently Categorize and Organize with Post TagsTagging posts is like giving your content a special label that makes it easier to find and understand. But it's not just about sorting – it also unlocks powerful reporting insights. Why Tagging Matters:When you tag a post, you're essentially putting

Articles

 • 

Tags

SA
Configuring Business Hours

To Set-Up Business HoursLog into Sprinklr Social/Service. On the Sprinklr Social/Service Home window, click the Settings icon on the left navigation. Click Business Hours within Global Governance.To create a new business hour, click Create Business Hours in the top right corner of the Business Hours

Articles

 • 

Business Hours

SA
Tagging messages

By tagging incoming messages, you open the door to comprehensive reporting and enhanced customer insights. This simple yet effective action empowers you to categorize messages for better analysis, ultimately boosting your brand's customer interaction strategy.The Significance of Message Tagging: Whe

Articles

 • 

Tags

SA
How are tags different from custom fields

Tags and Custom Fields are both essential functionalities within Sprinklr that contribute to effective data management, but they serve distinct purposes. Let's delve into their differences to understand how they work and when to use each one:Custom Fields:Types: Custom Fields include Post, Asset, In

Articles

 • 

Tags

SA
What are canned responses

Elevating Customer Support with Canned Responses in Sprinklr Social/ServiceIn the realm of efficient customer support, timely assistance is the cornerstone of an improved customer experience. Enter Canned Responses—a powerful tool in Sprinklr Social/Service that exemplifies instant responsiveness an

Articles

 • 

Canned Responses

SA
Limitations of tags and fields

Limitations of Tags:1. Lack of Granularity: Tags offer a broad categorization, but they might not provide the level of detail needed for complex data analysis.2. Limited Data Capture: Tags don't capture specific data points like Custom Fields do. They're more about grouping content rather than stori

Articles

 • 

Tags

SA
Creating Canned responses

How to use Canned Responses in Inbox Module to deliver on-brand, quick answers to routine customer questions and messages coming on your posts from different social channelsCanned responses are templatized replies to frequently asked common questions. Agents/Author can use them to reply quickly with

Articles

 • 

Canned Responses

SA
What is a workspace ?

Simply put, a workspace is the digital platform you access using your credentials. It's your virtual environment where all the tools, modules, and features of Sprinklr come together for you to work in. It's like your own digital workspace, offering everything you need in one place.

Articles

 • 

Workspace

SA
Creating a workspace

Empowerment Through Workspace CreationCreating a new workspace brings flexibility and organization to your Sprinklr experience. However, keep in mind that only users with admin or Manager access can wield this power. Here's how you can create a new workspace:Admin or Manager Access Requirement: Only

Articles

 • 

Workspace

Privacy Policy