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.

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:

• Dashboard Summarization: Instantly generate summaries of dashboard performance, helping you quickly understand key trends and metrics without manually reviewing multiple widgets.

• Insight Generation: Ask questions about your advocacy performance to uncover insights such as top-performing content, the most engaged advocates, and content driving the highest engagement across social channels.

• Widget Builder: Create reporting widgets using natural language. Simply describe the data you want to visualize, and the Copilot will help generate the appropriate widget without requiring knowledge of specific metrics or dimensions.

• Additionally, a Widget Summarizer is now available on reporting widgets, enabling admins to quickly understand widget-level performance and trends.

• Analyze anomalies or spikes in data and uncover causes.

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

Query Examples:

• How many shares did advocates generate this week?

• What is the total reach driven by advocacy in the last 30 days?

• Which advocates are the most active this month?

• Which content received the highest shares from advocates?

• What is the average engagement per advocate share?

• Which departments are contributing the most to advocacy?

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 advocacy-reporting specific: Limit your questions to Sprinklr’s advocacy 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.