Summarize Widgets with AI

Updated 

The Widget Summarizer is a one-click AI+ feature that delivers key insights directly from a widget, offering concise, actionable summaries alongside the visualized data. It removes the need for multiple drilldowns, giving you fast access to high-level takeaways. By pinning these summaries next to the widget, you can stay focused on the most relevant information - making it ideal for quick, easy-to-digest insights.

Navigate to Widget Summarizer

Note: Access to this feature is controlled by the AI + Dynamic Property. To enable this feature in your environment, contact your Success Manager. Alternatively, you can submit a request at tickets@sprinklr.com.

  1. Click on + icon on your Sprinklr Platform > Sprinklr Social > Reporting (under Analyze Column) to land on the Reporting Dashboards screen.

  2. Click on the dashboard of your choice and click on Generate Summary button towards the top right of the Widget. The widget summarizer then starts generating a summary of the widget. A flicker keeps rotating till the entire content gets streamed.

  3. Once the Summary is generated, you will have the option to Like or Dislike, Copy, Refetch and Pin the summary.

    a. Like: Click Like button to express satisfaction.

    b. Dislike: Click the Dislike button to express dissatisfaction with the summary and provide feedback. You can choose from the available feedback options or add your own custom comment. You have the ability to select the reason for dislike from the predefined feedback options or you can feel free to add specific details aswell.

    c. Copy: To copy the generated widget summary.

    d. Refetch: Whenever the summary is stale, click the refetch button to generate a new summary.

    A stale summary will appear if you apply additional filters, update any metric or dimension, or change the chart type that differs from the original setup. If the summary is outdated, you can click the Refetch button to regenerate it with the updated filters.

    e. Pin Summary: Click Pin Summary to pin the summary to that particular widget. Clicking on Pin Summary will expand the widget to 100%.

  4. Once you click on the Pin Summary button, the summary gets pinned and you also see the time stamp (meaning when the summary was generated. E.g., 14 mins ago) and you can click on Info icon to know the summary details, which includes the Date range for when the summary was created.

Manage Widget Summarizer

External Link

You have the ability to generate widget summary in a live external link for Non-Sprinklr users to also have access to the dashboard.

In order to create external link follow these steps:

  1. Click Options Menu( 3 dots )at the dashboard level.

  2. Click Get External Link.

    Here, you can select the Date Range and specify an expiry date. Additionally, you have the option to enable several features, including making the external link password protected, toggling the auto-sync feature, adding a rolling time range, and enabling SSO (Single Sign-On). You can copy the link and share with external users.

    ​​

Export Option

You can now export the widget summary in PPT, PDF, and PNG formats by clicking on the Export Widget option from the Options menu (three dots) at the widget level.