Overview

Sprinklr Copilot for Social enhances reporting capabilities with the introduction of the Widget Builder. This feature allows users to create reporting widgets using natural language, making data exploration faster and more intuitive.

Earlier, when users asked reporting-related queries that did not already have a corresponding widget on the dashboard, Copilot would generate the results in the backend. Users could then review the sources and manually add the widget to their dashboard.

With this enhancement, Copilot can now generate widgets directly using natural language queries within the chat interface, significantly streamlining the reporting workflow.

Key Capabilities

• Natural Language Widget Creation
  Create widgets simply by typing a query in plain language. For example: “Show me the daily reach trend for June.”

• Interactive Query Handling
  Copilot may ask follow-up questions to refine your request before generating the widget.

• Instant Chart Generation
  Instead of navigating to backend sources, Copilot directly renders a chart within the chat interface.

• Seamless Dashboard Integration
  Generated widgets can be easily added to your reporting dashboard for ongoing tracking.

• Improved Reporting Efficiency
  Eliminates the need to manually configure widgets, reducing time and effort in building reports.

How It Works

1. Navigate to the Sprinklr Platform, and click the New Tab icon. Under the Sprinklr Social tab, click Reporting within Analyze.

2. Click the Create Dashboard icon in the top right corner of the Reporting Dashboard, or search for an existing dashboard in the Search Bar on top of the screen.

3. Now click on Sprinklr Copilot icon at the top right corner to open the copilot chatbot for your reporting queries.

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4. Choose from quick prompts or type your own question. Enter a reporting query in natural language within Copilot.

5. Respond to any follow-up questions (if prompted).

6. Copilot generates a chart directly in the chat interface.

7. Review the visualization or response, including sources used. Use thumbs up/down to provide feedback and improve future answers.

8. Add the generated widget to your dashboard if needed.

Example Use Cases

• Identify top-performing social media posts (e.g., Instagram performance).

• Analyze trends such as daily reach, engagement, or impressions.

• Quickly create visual reports without manual widget configuration.

Notes

• Copilot may ask clarifying questions to ensure accurate widget creation.

• The generated widget is based on the data and filters applied through the query.

• Users can add the generated chart to their dashboard for future reference.

• Entry points to Copilot may vary, but the functionality remains consistent across experiences.

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.

• Data Scope: Previously, the Reporting Copilot supported only outbound data, including social metrics such as the number of posts published, likes, and overall engagement. Now, inbound support is being introduced. With this enhancement, users can:

  • Summarize comments on a post

  • Analyze audience sentiment (e.g., positive, negative, neutral)

  • Detect intent within comments, such as identifying questions, complaints, or feedback

• 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.

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