Overview

Sprinklr Copilot on the Reporting screen helps you analyze performance, summarize dashboards, and get platform assistance — all through natural language. It supports two core capabilities: Reporting (insight generation) and Sprinklr Assist (product guidance). Simply ask a question or type your query, and the Copilot will assist you in real time using dashboard data and platform knowledge.

What You Can Do with Copilot

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1. Reporting: Summaries & Performance Insights

Copilot helps you uncover key insights from your social data. You can ask both open-ended and specific questions related to your dashboard.

Key Use Cases:

• Summarize entire dashboards, specific sections, or individual widgets.

• Track performance trends across metrics like engagement, reach, impressions, video views, etc.

• Identify best/worst-performing posts, accounts, or content types.

• Analyze anomalies or spikes in data and uncover causes.

• Compare performance across platforms, time ranges, or campaigns.

Query Examples:

• “Summarize this dashboard”

• “What’s driving the spike in reach last week?”

• “Which social network performed best for engagement this month?”

• “Top-performing posts by video views on Instagram”

• “Compare July and August performance for the Summer campaign”

Copilot intelligently uses your dashboard widgets when available. If not, it builds a virtual data view from backend metrics and delivers an answer — even if the metric isn’t plotted.

2. Sprinklr Assist: Platform Help & FAQs

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If you’re looking for guidance on using Sprinklr features, Copilot can assist right from within the dashboard.

Ask things like:

• “How do I create a dashboard?”

• “Can I schedule a report for stakeholders?”

• “What’s the best way to tag campaigns?”

• “How do I lock widgets from editing?”

Copilot will respond with contextual instructions and links to help articles, so you never have to leave the screen.

Best Practices for Effective Use

• Use clear metric names: When asking about plotted metrics, make sure names are self-explanatory and understandable to anyone using the dashboard.

• Prefer section summaries for large dashboards: The Copilot selects the top 10 insights, so section-wise summaries give more consistency for dashboards with many widgets.

• Be social-reporting specific: Limit your questions to Sprinklr’s social data and reporting scope for best results.

• Leverage feedback buttons: Use Thumbs Up or Thumbs Down after every response to help us improve Copilot.

• Avoid off-scope queries: Copilot won’t respond to general LLM prompts like "Tell me a joke" or unrelated questions about world events, politics, or outside platforms.