Sprinklr Co-pilot for Benchmarking Dashboard

Updated 

1 day ago

The Benchmarking Assistant is designed to address the relevant questions across standard use cases for your outbound content, helping you formulate marketing strategies compared to competitors.

With the Benchmarking Assistant, you can leverage Sprinklr’s generative AI to obtain answers to the most pertinent questions, utilizing competitive intelligence across X, Facebook, Instagram, over 400K social accounts, 40K+ brand profiles, and data spanning 45+ industries.

Addressing Key Pain Points with Benchmarking Assistant

  • Benchmarking Assistant Purpose: Contains multiple widgets with various metrics and dimensions, offering a broad range of data.

  • Challenges: The large volume of data and numerous widgets can make it hard to extract meaningful insights efficiently.

  • Solution: The Benchmarking Assistant simplifies data interpretation, highlights key insights, and supports more effective decision-making.

Note: Benchmarking Assistant is applicable for Standard and Custom Benchmarking Dashboards.

Getting Access

To get access to Sprinklr Copilot for Benchmarking Dashboards, the following permissions will be required:

Permission Category

Permission Type

Permission

Description

Benchmarking

Benchmarking Assistant

Benchmarking Assistant

Allows users to access Copilot in Benchmarking Dashboards.

Navigating to Sprinklr Co-pilot for Benchmarking Dashboard

Follow these steps to access Benchmarking Assistant:

  1. Go to Benchmarking Dashboards in the Learn column on the Launchpad. This will open the Benchmarking Dashboards Record Manager.

  2. Open the required Dashboard on the Record Manager. If the Dashboard is inside a folder, open the folder and then open the Dashboard.

  3. Click the Sprinklr Copilot for dashboards button towards the top right of the Dashboard. This will open Sprinklr Copilot for dashboard in the sidebar.

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Configure Benchmarking Assistant

Once the Benchmarking Assistant sidebar is opened, you must configure the following filters to ensure optimal functionality.

  • Brand Filter: Select your brand from the 'Brand' filter to focus the analysis on your specific brand.

    Note: While the ‘Brand’ filter allows for the selection of multiple brands, please select only one brand for the Benchmarking Assistant to function properly.

  • Competitor Brand Filter: Choose the competitor brands in the 'Competitor Brand' filter to compare your brand's performance against these competitors.

    Note:

    While the 'Competitor Brand' filter allows for the selection of multiple brands, please select up to three competitor brands for the Benchmarking Assistant to function properly.

  • Brand filters are also available, allowing you to choose any combination of brands without having to manually label them as My Brand or Competitor Brand.

  • Date Range Filter: Specify the date range for which you want the comparison to be conducted, ensuring the analysis covers the relevant time period. Benchmarking Assistant operates on a 60-day date range, covering the 60 days preceding the end date specified in the date range filter.

By setting these filters, you can tailor the Benchmarking Assistant to provide the most accurate and relevant insights for your needs.

Questions Supported by the Benchmarking Assistant

Click the Search relevant questions via keywords field at the bottom of the Benchmarking Assistant sidebar to show a list of pre-defined questions for the selected Benchmarking Dashboard. These questions have been developed through comprehensive research and various use cases, incorporating a blend of internal observations and customer feedback.

The pre-defined questions displayed will depend on the Benchmarking Dashboard you have opened. Clicking the 'Search relevant questions via keywords' field within Standard Dashboards will show pre-selected relevant questions specific to that dashboard. In Custom Dashboards, clicking the 'Search relevant questions through keywords' field will display the entire list of available questions for selection.

Apart from the predefined questions there is also support provided for open chat. The Benchmarking Assistant has been enhanced to answer open-ended questions by identifying brands from your queries, providing more flexible and interactive insights through the Open Chat feature. This allows you to engage in dynamic conversations and receive a wider range of insights based on your specific questions.

Note: Cloning a Standard Dashboard will create a Custom Dashboard. As a Custom Dashboard, it will provide access to all questions across various use cases.

Below are the questions that will be available for selection depending on the Standard Dashboard you have opened:

  • Who is the best performer on social media and why?

  • How does the performance of our brand vary based on the day and time we post on social media?

  • What is the sentiment of our posts compared to the competitors' posts on social media?

  • Are there any recurring trends or patterns in our brand's engagement data?

  • Are there any seasonal trends in the metrics for our brand?

  • Is there any other brand witnessing a movement in line with our uplift/downfall? What are they posting about?

  • What metrics are essential for monitoring the health of my social media community?

  • Are there particular days or upcoming events that we should align our social media content with?

  • How do my brand's posts influence its perception on social media?

  • Is my content engaging for the users online? If yes what type of content do they crave?

  • Are there any specific content themes, keywords, or phrases driving higher performance and engagement for our brand?

  • Which media types (images, videos, text) perform best for our brand on social media?

  • How do storytelling & customer success stories impact the engagements for our brand compared to that of our competitors?

  • How does the use of humor in our content compare to that of our competitors impact engagements?

  • How does the length of captions  compare to that of our competitors impact engagements for our brand?

  • How do product demonstrations or tutorials impact the engagements for our brand compared to that of our competitors?

  • Are there any specific content elements driving higher engagement for our brand's vs the competitors' content?

  • Are there any emerging trends in our industry that we should incorporate into our content strategy?

  • Find me the content overlap between my posts and competitors' most well-received posts?

  • What offerings and services of my brand are talked about positively by the audience on social media?

  • What are the common themes/issues talked about in user comments and how do they impact the brands' performance?

  • Are we facing a Negative Feedback Surge on social media?

  • Is our company seen as a leader in CSR inititatives? How are the audience reacting in the comments to our CSR posts?

  • Are the recent social media posts about new products creating a buzz in the audience?

  • Is there a pattern in the longest unanswered or delayed responses by the competitors? What products/services are they catering to?

  • Are there any troll accounts which are posting negative things about us on?

  • What is our CEO's engagement rate on social media compared to other industry leaders?

  • What is the sentiment towards our brand leaders compared to that of our competitors?

  • What type of content do our competitors' executives post most frequently on social media?

Select the desired question from the available questions in the Benchmarking Assistant sidebar to receive the corresponding response.

The generated response can be copied by clicking the Copy button at the bottom of the summary. Additionally, you can provide feedback on the quality of the generated summary by clicking the Helpful or Not helpful button, depending on whether the summary is helpful or not.

When you click the Not helpful button, a form will open where you can provide additional feedback on what you did not like about the generated Dashboard summary. This feedback will help Sprinklr Copilot for dashboard improve the quality of future summaries.

Click the Get external URL button at the top of the Sprinklr Copilot for dashboard sidebar to generate an externally shareable URL for the conversation. This button is accessible only if a prompt has been provided to the Sprinklr Copilot for dashboards.

Click the New Chat button at the top of the Sprinklr Copilot sidebar to start a new conversation with the Sprinklr Copilot for dashboards.

Manage Benchmarking Assistant Conversations

Click the New Chat button at the top of the Sprinklr Copilot for dashboard sidebar to start a new conversation with the Sprinklr Copilot for dashboard.

View Chat History

You can view the chat history of your Benchmarking Assistant sessions to keep track of your interactions and easily reference past conversations. Whether you are looking to review past decisions or want to recall a specific detail, the chat history provides a convenient way to access your conversation records.

Click the Chat History button at the top of the Benchmarking Assistant sidebar to view previous conversations. The chat history will only display conversations related to that specific Dashboard.

You can rename previous conversations from the chat history tab, share them with other Sprinklr users/user groups, archive them, and delete them. Hover over any previous conversation to show a toolbar above that conversation.

Click the Edit Chat option to rename the conversation for easy identification.

Click the External Link button to generate an externally shareable URL for the conversation.

Click the Share button to share the conversation with any User(s)/User Group(s) in the Workspace. Select the User(s) or User Group(s) in the subsequent dialog box and click the Share button.

Click the Delete Chat button to delete the conversation.

Note: There is a daily limit on the number of Copilot responses a single user can generate.

Additional Features

Widget Builder in Dashboard Copilot

You can build a widget directly through Dashboard Copilot and add them to the same dashboard without switching contexts. You can create, customize and save widget. The navigation steps are mentioned below:

  1. You need to access the Benchmarking Dashboard, select a dashboard, and click Sprinklr Copilot.

  2. Provide a prompt for creating a widget. The Copilot will render the widget inline in the Copilot response.

  3. You can click Add to Dashboard (+)button to save the widget to the dashboard.

Note: The Copilot takes into consideration all those data points that are available on the dashboard, and based on those, it generates a widget.

Access Copilot through Drilldown

Copilot can be accessed directly from a drilldown, with context automatically limited to the specific section being explored; when a section is selected and a question is asked, only that section’s data is used, allowing details such as what the post was and who posted it to be retrieved without involving the full dashboard, and once the first question is asked, the context is fixed to prevent loss and edge‑case errors, resulting in a smoother, more targeted analysis experience.

The data point drill-down can be accessed using the following steps:

  1. Navigate to Benchmarking Dashboard and access a Dashboard of your choice.

  2. Go to a Widget in the dashboard and click on a Data Point.

  3. Access the pop-up window and choose 'Ask Copilot'. A Copilot chat window will then open, allowing you to submit your questions. Copilot exclusively uses data from that specific section, which means you can quickly inquire about details such as the post's content, its author, and other section-specific information without needing to load the entire dashboard. After your initial question, the context remains fixed, preventing context loss, and edge-case errors, and providing a more streamlined and focused analysis experience.

Brand Selection Scenarios

Let us have a look at the brand selection scenarios for Benchmarking Assistant and their behavior on selecting the mode:

Selection Scenarios

Selection Mode

Behavior

My Brand + Competitor Brand

Either through Filters or Brand dropdown.

  • Works on Predefined prompts.

  • Works on Open ended queries.

Only My Brand

Either through Filters or Brand dropdown.

  • Works on Predefined prompts.

  • Works on Open ended queries.

Only Competitor Brand(s)

Either through Filters or Brand dropdown.

  • Works on Open ended queries.

  • Works on Open ended queries.

Influencer Brand selected

Only through Brand dropdown.

  • Works on Predefined prompts.

  • Works on Open ended queries.

Behavior of Benchmark Assistant Sidebar

If you refresh the browser tab, the Benchmarking Dashboard tab, or exit Sprinklr, the Benchmarking Assistant sidebar will close, but the request will continue processing. The response will be generated and stored in the respective chat. You can access it later by navigating to the chat history and reopening it.

If you switch to a different tab within Sprinklr while the Benchmarking Assistant sidebar is open, it will remain open and display the same chat you last interacted with when you return to the Benchmarking Dashboard.

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