Social Copilot - Report Summarizer and Performance Insights

Updated 

Overview

Sprinklr Copilot is your smart assistant for social media reporting, seamlessly built into your reporting dashboards. It delivers quick performance insights through intelligent summaries and conversational insights. Whether you need a broad overview or a deep dive into specific metrics, Copilot makes exploring your data effortless and intuitive.

Capabilities

1. Summarization

Copilot can generate natural language summaries for:

  • Entire dashboards

  • Specific sections

  • Individual widgets

For dashboards and sections, it reads all available widgets and selects up to 10 of the most relevant insights, based on business impact, uniqueness, and trend visibility, to generate a clear and concise summary.

2. Performance Insights

Ask open-ended questions like:

  • What’s our engagement trend this month?

  • Which post had the highest reach?

Note: Social Copilot supports both standalone queries and follow-ups to summaries.

Copilot answers these questions using data from:

  • Within the dashboard: If relevant widgets are present, it uses their data and structure to formulate the response.

  • Outside the dashboard: If no widget directly answers your question, Copilot can fetch data independently from Sprinklr’s backend (limited to Social Analytics), generate a virtual data view, and respond with fresh insights.

3. Helpful Assistant Features

  • Sources: Lists widgets used in responses or notes when virtual data is used

  • Quick Prompts: Pre-set questions to help you get started

  • Chat History & Sharing: Revisit past conversations and share insights externally

Steps to Use Social Copilot

  • Open a Reporting Dashboard in Sprinklr platform.

  • Click the Sprinklr Copilot icon to launch the assistant.

  • Choose from quick prompts or type your own question.

  • Review the summary or response, including sources used.

  • Use thumbs up/down to provide feedback and improve future answers.

Best Practices and Tips

  • Be Specific: Ask about specific and measurable metrics like impressions, reach, or engagement rate to get precise and actionable response.

  • Name Wisely: Use clear, descriptive names for custom metrics and widgets to improve Copilot accuracy.

  • Prefer section summaries for Large Dashboards: For large dashboards, section summaries offer more consistent insights.

  • Give Feedback: Use the thumbs icons to help improve Copilot’s accuracy.

  • Try These Sample Queries to Get Started

    • How are posts performing this week?

    • What is our audience growth over the last 30 days?

    • Which media type has the highest engagement?

    • What’s the best time to post on LinkedIn?

    • Which post drove the most comments recently?

    • What’s our outbound message volume trend?

Limitations

  • Data Scope: Out-of-dashboard queries only pull from Social Analytics (not Inbound or Consumption Analytics)

  • Custom Metrics: Copilot can only answer questions involving custom metrics or dimensions if they are already used in the dashboard. It cannot access the complete library of custom fields, to answer queries that are out of dashboard context

  • No FAQ Support: Platform help or feature discovery queries are only supported in the Planner (Editorial Calendar) view at the moment.

  • Response Time: As part of a limited release, responses may take 1–2 minutes, especially for large dashboards. We continuously improving the the response time.