Overview

Sprinklr Copilot for Advocacy is your smart assistant for advocacy 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?

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, 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 Sprinklr Copilot for Advocacy

​

• 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 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?

Limitations

• Data Scope: Out-of-dashboard queries only pull from Advocacy

• 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.