Onboarding

Your essential resource hub for platform onboarding & success

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What happens when I turn off a Module?

Note: This functionality is only available to Workspace ownerHow to identify Workspace owner?Go to Settings -> Users and you will be able to see an identifier in front of the user who is workspace ownerYou can turn off either of the modules - Sprinklr Social or Sprinklr Service based on the Compa

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Onboarding

How can I invite my team members ?

If you have created a new workspace on Sprinklr and you need team members to get the work done quickly. You need to onboard your team to Sprinklr.If you are logged in as Admin, you need to go to Settings and search for Users in the search bar.The Users page will appear. Click on Add Users in the top

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Onboarding

Enable Dark Mode

You can enable Dark mode which means that the Sprinklr home page will be black in color.Click on the profile picture of the Sprinklr account. You will get a list of options.Enable Dark Mode by toggling On. The entire Sprinklr home page will be in black mode.

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Onboarding

Social Platforms supported by Sprinklr

There are several social platforms supported by Sprinklr. You need to navigate to Settings on the CXM Lite home page and you will view Sprinklr Social and Sprinklr Service. The list of social platforms under Sprinklr Social are:TwitterFacebookInstagramYoutubeLinkedInTikTokYelpGoogle My BusinessGoogl

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Onboarding

Manage your Workspaces

You can manage your workspace seamlessly on Sprinklr. It means you can create more than one workspace catering to different business requirements and scope of work. A new workspace cn have different accounts, team, users, etc. To Manage WorkspaceGo to the Settings icon from the left pane of the CXM

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Onboarding

Understanding Sprinklr Governance & Settings

Sprinklr Governance consists of 2 tabs - Sprinklr Service and Sprinklr Social under the Settings icon on the left pane.Sprinklr Service: This tab deals with Sprinklr Ticketing.Sprinklr Social: This tab deals with Sprinklr’s all Social channels.Sprinklr Service: It consists of the following sections:

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Onboarding

Add Social accounts to Sprinklr

You can add different Social Accounts to Sprinklr such as Facebook, Twitter, Instagram, TikTok, LinkedIn, Youtube, etc.Let's check out how to add one of the social accounts to Sprinklr.Adding Facebook company pages to Modern CXM Lite lets you manage and provide a complete resolution to all the queri

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Onboarding

Sprinklr Homepage

Sprinklr’s CXM Lite 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 t

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Onboarding