Sprinklr Modern Navigation Menu Overview

Updated 

Sprinklr is an end-to-end, unified, modern front-office AI platform to connect customer-facing functional silos with a unified system of customer engagement, enabling real-time collaboration across your business units and departments to deliver an integrated customer experience.

Our Modern Menu is carefully crafted to align with this approach, while also making it quick and easy to search for and access the capabilities you use frequently.

Note

After the 15.2 Winter Release, the new Sprinklr Modern Menu will be enabled in your environment and you won't be able to switch back to the Classic Menu.

Noteworthy Capabilities of Modern Menu

  • You can search for the desired capabilities, dashboards, and more across the platform using the global Search box. Also, if a capability's name has been changed, you can still search for it using its old name. For example, you can search for the Editorial Calendar with its old name, i.e. Planner, as shown in the GIF below.

  • You can Star markSpace_Icon_Star_Yellow.pngyour favorite boards and dashboards and access them from the Favorites section beneath the search box. The starred dashboards under Favorites will be sorted alphabetically for easy access.

  • You can perform different actions such as Pin Tab, Unpin Tab, Close, and Close Other Tabs by hovering over the Options icon clipboard_e3d71c10c48e146e230761ca399f71fb5.png within the desired tab. 

    • Pin Tab helps to open and manage multiple tabs simultaneously. It also narrows the tab and moves it to the left of the navigation bar.

    • Close is used to close a particular tab. You can also close a tab by clicking the Close icon Space_Icon_Close Window.png to the far right of the tab.

    • Close Other Tabs helps to close all open tabs except the one you are currently on.

  • All five integrated products can be secured, governed and automated to scale using the powerful capability within the Unified Front Office Platform, that lies below the product tabs.

To Use the Modern Menu

Log into Sprinklr and click the New Tab icon Space Add New Tab Icon to begin using our Modern Navigation Menu. If you already know the name of a Sprinklr capability you want to use, the fastest and easiest way to access it is to simply start typing the name in the search box. You'll notice relevant suggestions pop up even before you've finished typing.

Note

If you don’t have access to a particular product, you will see the product logo greyed out along with a tooltip when you hover over it. Also, if a particular capability within the product is disabled, it will not be visible to you.

Also, when you access a capability from the Modern Menu and then click the New Tab icon Space Add New Tab Icon, you will be taken to the corresponding Product to which that capability belongs.

You can browse through our five integrated products and underlying capabilities along with the Unified Front Office Platform available with each Product. The following tabs are available, corresponding to each product:

Sprinklr Marketing

Sprinklr Marketing drives content performance and reduces production costs by using integrated planning with content reuse, workflow automation, and AI-powered customer insights. You can plan campaigns across 26 different social channels, apps, and email, plus collaborate with your brand, media, and content agencies – all in one place. For more information, see Sprinklr Marketing — Product Description.

Sprinklr Marketing — Product Description

Function
Capabilities

Plan

Increase ROI of content with reuse across channels, markets, and business units

Planning and Reuse
Plan your global and regional omni-channel campaigns

  • Editorial Calendar

  • Digital Asset Management

Integrated Campaigns
Create, manage and monitor all your campaigns from one place

  • Campaigns

  • Brief Templates

Content Strategy
Configure your marketing workflows for optimal usability and efficiency

  • Personas

  • Customer Journey Stages

Produce

Save time and enable agile marketing with automated workflows

Automate Workflows
Reduce the cost of producing content with workflow automation

  • Production Dashboards

  • Workflow Engine

Content Sourcing
Leverage multiple sources for content ideation

  • User-Generated Content

  • UGC Templates

  • Third Party Content

Publish

Create and schedule content across channels with enterprise governance

Creation
Schedule and publish content across channels

  • Create Message

  • Create Message Shell

  • Content Templates

Targeting
Increase content effectiveness by resonating with your target audience

  • Audience Profiles

  • Audience Manager

Advocacy
Increase content effectiveness by collaborating with advocates

  • Advocacy Admin Console

  • Advocacy Content List

  • Advocacy Reporting

Influencers
Increase content effectiveness by collaborating with influencers

  • Influencer Management

Analyze

Measure ROI of content and operational efficiency 

Standard Reports
Measure your campaign and content performance

  • Content Analytics

  • Campaign Analytics

  • Channel Analytics

  • Market Analytics

Customized Reports
Customize and manage your reporting dashboards

  • Reporting Dashboards

  • Custom Metrics

  • Data Engine

Visualizations
Create on brand experience for events, retails, OOH and more

  • Presentations

  • Display

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Sprinklr Marketing (Ads)

Sprinklr Marketing (Ads) enables personalized advertising so that you can increase return on ad spend and efficiency across teams with AI, Automation, and Integration on a unified platform. It enables teams to unify paid, owned and earned activities – driving more efficient, effective, and personalized advertising experiences. For more information, see Sprinklr Marketing (Ads) — Product Description.

Sprinklr Marketing (Ads) — Product Description

Function
Capabilities

Plan

Strategically plan the budget, audience & creative for your upcoming Ad campaigns.

Campaign Strategy
Plan the creative, audience & budget components of your advertising campaign

  • Ads Creative Library

  • Audience Manager

  • Segment Manager

  • Reach & Frequency Plans

Campaign Workflow
Access advanced setting to configure your advertising campaigns

  • Pacing Groups

  • Naming Conventions

  • Product Catalog

Manage Integrations
Discover and integrate 3rd party applications with Sprinklr

  • Integrations Manager

Execute

Save time by streamlining your campaign creation process across channels.

Ads Compositions
Create Advertising Campaigns to meet your omni-channel business goals

  • Ads Composer

  • Import (Bulk)

  • One Click Ad buy

Pre-configure Optimizations
Pre-configure your campaign optimizations

  • Smart Optimizations

Analyze

View automated real-time omni-channel dashboards to analyze performance

Manager
Analyze & amend omni-channel campaigns within one singular view

  • Ads Manager

Reporting
View real-time cross-channel reporting tracking against your business goals

  • Ads Reporting

  • Widget Templates

Advanced Measurement
Leverage additional reporting capabilities to further analyze your data

  • Ads Benchmarks

  • Custom Metrics

  • Facebook Unique Metrics

  • 3rd Party Stats Manual Import (formerly Stats Import)

Optimize

Increase the ROAs of your advertising campaigns

AI Powered Optimizations
Leverage AI & Automation to optimize your advertising budgets against your business goals

  • Smart Budget Allocation

  • Smart Bidding

Rule Engine
Leverage AI & Automation to optimize your advertising budgets against your business goals

  • Manage Rules

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Sprinklr Insights

Sprinklr Insights enables you to turn data into real-time insights, allowing you to make decisions and take actions to create a superior customer experience. It allows you to instantly understand the trends, topics, and influencers driving the market and helps take actions to make your brand stand out. For more information, see Sprinklr Insights — Product Description.

Sprinklr Insights — Product Description

Function
Capabilities

Listen

Listen to billions of conversations by leveraging largest repository of public digital data

Listening
Turn data into real-time insights, decisions, and actions to improve your customer experience

  • Topics

  • Themes 

  • Keyword Lists

Explorer
Perform ad-hoc market research by leveraging the world's largest repository of social and digital data

  • Quick Search 

  • Trending Topics 

Data Flow
Aggregate all your data from various sources to create a unified view

  • Add Offline Data

  • Manage Pipelines

Learn

Turn data into actionable insights across the enterprise

Insights
Get top actionable Insights curated by AI

  • Product Insights

  • Location Insights

  • Brand Insights

  • Audience Insights

Custom
Create Dashboards to visualize and gain actionable insights from the data

  • Listening Dashboards

  • Explorer Dashboards

  • Benchmarking Dashboards

Manage
Configure and Manage your Products, Business Locations, and Brands

  • Products

  • Locations

  • Brands

Act

Take real-time decisions and actions by leveraging unified platform

Alerts
Configure automated alerts on volume, sentiment & engagements for real-time notifications

  • Volume Alerts

  • Sentiment Alerts

  • Engagement Alerts

Actions
Engage, publish and target your audience using rich actionable insights

  • Engage

  • Publish

  • Target

Distribute
Share or present reports & insights to stakeholders including non-Sprinklr users

  • Display

  • Presentations

  • Exports

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Sprinklr Service

Sprinklr Service reduces the cost of customer support handling and resolution by applying smart, automated, and AI-driven technologies. No matter where your customers engage, you can know who they are, what they’re saying, and where they’re saying it. Plus, you can save agent time while offering a better experience to your customers. The key is our unified customer view that contextualizes the conversation, manages the case, and lets you resolve problems efficiently with rules-based routing, simplified tagging and programmable macros. For more information, see Sprinklr Service — Product Description.

Sprinklr Service — Product Description

Function
Capabilities

Listen

Interact with your customers on their preferred channel

Brand Care
Create, commercialize, and customize your chat applications

  • Social + Messaging Care

  • Live Chat Care

  • Email Care

  • SMS Care

  • Voice Care

Listening Sources
Turn data into real-time insights, decisions, and actions to improve your customer experience

  • Listening Themes

  • Listening Topics

  • Service Insights

Route

Enrich and assign automatically to right agents

Enrichment
Automate repetitive activities to improve response times and customer satisfaction

  • Tagging Rules

  • Custom Fields

Triaging
Route conversations to the right agents at the right time

  • Assignment Engine

  • Scheduler Engine

Resolve

Reduce resolution time and improve customer satisfaction

Omni-channel Dashboards
Get an omni-channel view of conversations to create personalized user experiences

  • Agent Console

  • Engagement Dashboards

  • Operations Dashboards

Agent Augmentations
Suggest smart responses in your agent console

  • Smart Responses

  • Smart Assist

Bots Manager
Leverage AI-driven functionality to support agent activities and improve response times

  • Intents & Entities

  • Conversational Bots

  • FAQ Bots

Communities
Communicate with and capture comprehensive feedback from everyone who matters to your brand

  • Community Builder

Measure

Prove ROI and performance of your customer care team

Reporting
Monitor agent activity in real time for effective workforce management

  • Supervisor Console

  • Care Reporting

Omni-channel surveys
Gain valuable feedback from everyone who matters to your brand

  • Create Surveys (formerly Survey Builder)

Agent QA
Monitor the actions and productivity of agents

  • Audit Checklist

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Sprinklr Social

Sprinklr Social ensures you can listen, publish, and measure across all social channels. With publishing, reporting, and other critical social capabilities available in one integrated platform, different teams across the organization have a singular view of customers and can engage with them in a unified way. For more information, see Sprinklr Social — Product Description.

Sprinklr Social — Product Description

Function
Capabilities

Listen

Opportunities to engage on all owned and public digital conversations

Integrated Listening
Collect data from social mentions and broader customer conversations

  • Owned Social Accounts

  • Owned Messaging Accounts

  • All Digital Conversations

Data Engine
Aggregate all your data from various sources to create a unified view

  • Add Offline Data

  • Manage Pipeline

Triage

Save time and effort in triaging and assigning using AI & Automation

AI Powered Triaging
Engage your communities to amplify your brands

  • Automated Triaging

  • Automated Message

  • Categorization

Rule Engine
Automatically tag, prioritize, assign and filter messages by defining rules on keywords, properties

  • Manage Rules

Bots Manager
View, create and edit chat bots

  • Manage Bots

Audience Profile
Unified profiles capturing consumer data, interests, interactions across all social channels

  • Profiles

Engage

Engage & publish messages across multiple channels with enterprise governance

Engagement
Interact with your audience across all social & messaging channels

  • Engagement Dashboards

Publish
Schedule and publish content across channels

  • Quick Publish

  • Global Editorial Calendar

  • Audience Manager

Digital Asset Management (formerly Asset Management)
Easily assign messages to your team and manage them

  • Assets

  • Boards

Advocacy
Increase content effectiveness by collaborating with advocates and influencers

  • Admin Console

  • Content List

  • Reporting

Influencer Management
Discover relevant influencers, monitor the hottest conversations & engage with them

  • Discover New Influencers

  • Manage Networks

Analyze

Prove the ROI of modern channels to all stakeholders

Analytics
Analyze the results of your social efforts

  • Reporting

  • Reporting Glossary

Visualizations
Create on-brand experience for events, retails, OOH and more

  • Presentations

  • Display

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Unified Front Office Platform

Sprinklr’s Unified Front Office Platform provides strong governance and privacy, helpful collaboration, sophisticated automation, and advanced AI capabilities, so you can manage risk and be more efficient. For more information, see Unified Front Office Platform  — Product Description.

Unified Front Office Platform  — Product Description

Function
Capabilities

Platform Setup

Setup and manage Sprinklr Platform. Sprinklr entities work across products

Sprinklr Entities
Entities form the base of platform setup that works across products

  • Accounts

  • Users

  • Global Queues

  • Macros

  • Custom Fields

  • Keyword Lists

Rule Engine
Automatically tag, prioritize, assign and filter messages by defining rules on keywords, properties

  • Manage Rules

Workflow Engine
Automate your daily tasks

  • Manage Workflows

Settings
Easy way to manage and administer all your platform settings from a single place

  • All Settings

Integrations

Manage all integrations and 3rd party Applications

Smart Audience Engine (formerly Social DMP)
Create and Activate Segments based on a unified Data Platform

  • Data Collection

  • Segment Manager

  • Segment Activation

Integrations Marketplace
Discover and integrate 3rd party applications with Sprinklr

  • Manage Marketplace

Commerce

Embed Social Assets onto your digital properties

Manager Console
Manage your commerce Site, view your Product Catalog and manage Ratings and Reviews settings

  • Manager Console

Gallery
Incorporate a social gallery directly into websites and mobile apps to create the ultimate visual shopping experience

  • Gallery

Privacy 

Manage data subject rights and retention policies of customer's data

Data Subject Right
Build and track cases related to Data Subject Rights

  • Right to Access Cases

  • Right to Rectify Cases

  • Right to Erasure Cases

  • Consent Withdrawal Cases

  • Privacy Workflows

Data Retention Policies
Configure your retention policies for automatic governance and handling of customer data

  • Data Retention Policies