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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

(41)
SA
SSO with SAML

Set up Single Sign-OnSingle Sign-On capability replaces standard email/password login to Sprinklr. It will enable login using the customer’s company credentials. This adds convenience for the customer as they have fewer logins that they need to create and remember. Additionally, it increases securit

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Security and Personalization

SA
What are custom Apps

Custom Applications in Sprinklr is a functionality that enables you to configure and integrate your own applications right next to the Care Console. These applications reside exclusively within your workspace and can be customised according to your use cases.For example, you may want to fetch order

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Custom Apps

SA
How can you add a custom apps to Sprinklr

Creating Custom Apps with Sprinklr is super-easy. Below is a step by step tutorial of how to create your own Custom App and deploy it in Sprinklr so that you can provide your agents a true Omnichannel experience eliminating the need of navigating onto different platforms.Section 1: PrerequisitesSetu

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Custom Apps

SA
What are Teams ?

A team is a collection of Authors/Managesr to organize your support team into different groups based on various factors like issue type, product, functions, etc. Teams help with the efficient management of automation, canned responses, views, etc. For example, you can create a team with agents profi

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Teams

SA
Deleting User Profile

We understand the need for user control, which extends to the option of account deletion. Here's a brief guide on how to navigate this process:1. Access Profile Settings:Initiate the process by accessing your profile settings. You can easily locate this within the settings section under Global Gover

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Profile Management

SA
Personalize your login page

To make your login page uniquely yours, follow these steps:Navigate to Settings: Start by going to your Settings.Find Security and Personalization: Look for the "Security and Personalization" option under Global Governance.Customize: You'll come across three options: Custom Domain, Personalized Logi

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Security and Personalization

SA
What are Business Hours ?

Business hours are the times when your team is working and available to help customers. They are like the official clock for your business. This helps everyone know when to expect help and when to set goals for your team.For example, if your business hours end at 6:00 PM and someone asks for help at

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Business Hours

SA
What are user Roles

Roles are a way to control access to features and functionalities among Users. Roles help restrict what a user (i.e, an Agent or a Manager) can see and do within the Workspace.They allow you to tailor specific permissions and allocate different capabilities, optimizing the management of incoming mes

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Roles

SA
Using canned response in inbox

How you can leverage Canned Responses and send relevant and quick responses to customers' queries or messages received in Inbox Module - saving agents valuable time and enhancing UX.The key to successful customer support is real-time assistance which is also the main attribute to improving customer

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Canned Responses

SA
Add Custom Roles to Users

Adding Custom Roles to UsersRoles play a critical role in defining distinct user profiles within your team. They allow you to tailor specific permissions and allocate different capabilities, optimizing the management of tickets and enhancing operational efficiency.By default, the following roles are

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Users

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