Sprinklr Copilot for Marketing – Campaign and Sub‑campaign Reporting in Dashboards
Updated
Sprinklr Copilot for Marketing in dashboards helps you analyse campaigns, sub‑campaigns, messages, and tasks using natural language.
Instead of manually exploring widgets or configuring reports, you can ask simple questions about your marketing data. Copilot interprets your query and surfaces insights directly from your dashboards. You can also quickly understand campaign performance, analyse sub‑campaign and task-level data, and explore insights without manually building or modifying reports.
Prerequisites
Ensure the following Dynamic Properties (DPs) are configured:
Dynamic Property (DP) | Value | Description |
ASK_AI_DASHBOARD_COPILOT_BOT_ENABLED_MODULES | true | Enables Copilot in reporting dashboards |
COPILOT_MKT_ENTITIES_ENABLED | true | Enables querying campaigns and sub‑campaigns in marketing dashboards |
REPORTING_SPR_TASK_ENGINE_ENABLED | true | Enables task-level queries and data access |
SOCIAL_COPILOT_GOVERNANCE_DISABLED Optional | true / false | Controls access behaviour: • true: Enables task-level queries and data access • false: Copilot access is controlled by user permissions |
Notes:
If COPILOT_MKT_ENTITIES_ENABLED is false, Copilot behaves as a Social Copilot and does not return marketing entity results.
Task data is available only when REPORTING_SPR_TASK_ENGINE_ENABLED is true.
If ASK_AI_DASHBOARD_COPILOT_BOT_ENABLED_MODULES is false, Copilot is hidden from dashboards.
Sprinklr Copilot Capabilities
Sprinklr Copilot helps you analyse marketing performance through the following capabilities:
Analyse campaigns with natural language: Ask questions about campaign and sub‑campaign performance directly from the dashboard
Explore task-level insights: Query tasks and access task data when enabled.
Work within dashboard context: Copilot uses existing dashboard widgets and data to generate insights
Respect governance and permissions: Access depends on governance settings when enabled.
Using Sprinklr Copilot in Reporting
Use the Copilot panel in dashboards to analyse campaign performance.
Start a new chat: Click the New Chat icon to begin a fresh analysis session. This clears previous context and lets you run a new query independently.
Use suggested queries: When you open Copilot, it displays suggested queries such as:
What are the key insights from this dashboard?
What are the key insights from this tab?
What are the top performing campaigns or posts?
Click a suggestion to run it instantly without typing. This helps you get started quickly.
Enter custom queries: Use the input field Ask Sprinklr Copilot anything to type queries in natural language.
For example, you can analyse campaign performance, compare sub‑campaigns, or explore task data.
Access more suggestions: Click More Suggestions to view additional query options and explore more supported use cases.
View chat history: Click the Show Chat History icon to open your previous conversations.
You can:
Review past queries and responses
Switch between conversations
Manage conversations: From the chat history panel, use the options menu to:
Edit: Rename a conversation
Share: Share with other users
External Link: Generate a shareable link
Delete: Remove a conversation
View Applied Filters: Click the Filters icon on a Copilot-generated chart or insight to view the filters used for that result.
The panel shows:
The Date Range applied to the analysis.
Whether dashboard or section-level filters are applied
Use this option to verify the data context and understand how Copilot generated the result.
