Introduction

Social Copilot is your smart assistant built to streamline the daily workflows of Social Media Managers and Reporting Analysts, from planning to reporting. Whether you're evaluating performance, uncovering content trends, or exploring platform features, Copilot empowers you to work more efficiently and intelligently through natural language interactions.

Supported LLM Providers

Currently only OpenAI’s GPT is supported. We will be adding support for Gemini and Bedrock in upcoming quarters.

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Key Features of Social Copilot

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1. Create New Chat

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2. Copy Text

The generated response can be copied by clicking the Copy button at the bottom of the summary.

3. Provide Feedback

You can share your feedback on the summary's quality by clicking the thumbs-up if you found it helpful, or the thumbs-down if you didn’t.

4. View Chat History

You can access the chat history of your Copilot sessions to keep track of interactions and easily revisit previous conversations. Whether you're reviewing past decisions or trying to recall specific details, the chat history offers a convenient way to reference your prior exchanges.

Click the Chat History button at the top of the Copilot sidebar to view previous conversations. The chat history will only display conversations related to that specific screen.

You can rename previous conversations from the chat history tab, share them with other Sprinklr users/user groups, archive them, and delete them. Hover over any previous conversation to show a toolbar above that conversation.

Click the Edit Chat option to rename the conversation for easy identification.

Click the Share Chat button to share the conversation with any User(s)/User Group(s) in the Workspace.

Select the User(s) or User Group(s) in the subsequent dialog box and click the Share button.

Click the Delete Chat button to delete the conversation.

Prerequisites for Social Copilot

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Enablement

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Social Copilot is currently in Limited Availability (LA) Phase. To enable this feature in your environment, reach out to your Success Manager. Alternatively, you can submit a request at tickets@sprinklr.com.

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Permissions

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1. For Planner/Editorial Calendar - Publishing → Calendar → Social Copilot

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2. For Reporting Dashboards - Reporting → Dashboards → Social Dashboard Copilot

Navigating Copilot in Sprinklr

There are two entry-points for Social Copilot currently - Editorial Calendar and Reporting Dashboards.

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1. For Editorial Calendar/Planner

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a. In the launchpad, scroll to the Publish section and click on Editorial Calendar.

b. Click on the Sprinklr Copilot wand icon on top to open the chat interface.

c. You can either enter your query or select one of the default prompts visible upfront and in the More Suggestions dropdown.

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2. For Reporting Dashboard

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a. In the launchpad, scroll to the Analytics section and click on Reporting.

b. Open an existing dashboard or create a new dashboard.

c. Click on the Sprinklr Copilot wand icon on top to open the chat interface.

d. You can either enter your query or select one of the default prompts visible upfront and in the More Suggestions dropdown.

Behaviour of Copilot Sidebar

1. What happens if you refresh the Dashboard or the browser tab?

   If you refresh the browser tab, the Dashboard tab, or exit Sprinklr, the Copilot sidebar will close, but the request will continue processing. The answer will be generated and stored in the respective chat. You can access it later by navigating to the chat history and reopening it.

2. What happens if you switch tabs within Sprinklr?

   If you switch to a different tab within Sprinklr while the Copilot sidebar is open, it will remain open and display the same chat you last interacted with when you return to the Dashboard/Screen.