Sprinklr Copilot for Social Capabilities in Reporting Dashboards
Updated
Overview
Sprinklr Copilot for Social 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.
Note: If you require user-level permission control for Sprinklr Copilot for Social for Social, please reach out to your Success Manager (SM) or contact support@sprinklr.com.
What You Can Do with Copilot
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
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.