GUIDES · INTELLIGENCE
Intelligence — See it & know it
The Intelligence module is where your campaign watches the world, turns what it sees into decisions, and keeps score. Open it from the left rail (the eye icon) — every tool below lives on that shelf.
The Daily Plan
What it does
Your AI campaign manager. It reads your campaign's real state — your contact lists, voter universe, money, calendar, and what your opponent is running — and builds a prioritized to-do list for today, with the reasoning behind each move.
Before you start
Set your election date in HQ → Workspaces. The plan phases itself around it — persuasion early, turnout at the end. Without a date it still works, just less sharp.
Steps
- Open The Daily Plan from the Intelligence shelf.
- Click ✦ Build today's plan. You'll get a "Today's Focus" thesis plus two tracks: The Campaign (voter contact and comms) and The Money (fundraising).
- Read the italic line under each card — that's the why.
- Click Do it → on any card to jump straight into the tool that clears it (Canvassing, Text Campaigns, Call Time, and so on).
- Mark items ✓ Done or Dismiss the ones you disagree with. It's your plan.
- Add your own to-dos in the box at the bottom — toggle between Campaign and Money before clicking Add.
Pro tips
- Unfinished items carry over — look for the ↩ YESTERDAY badge.
- The Opponent Watch box shows your opponent's live ad activity and how it moved versus a week ago — including when they go dark.
- Click ↻ Rebuild today's plan anytime the day changes under you.
Daily Briefing (Command Center)
What it does
Your morning read in one screen: what needs your sign-off, what the AI recommends, what monitoring found, and what your team just made. It fills in automatically as the rest of the app runs — there's nothing to configure.
Steps
- Open Daily Briefing from the Intelligence shelf.
- Check the headline first: "You're all caught up" or "N things need your attention," with counts for approvals, recommendations, findings, and new assets.
- Scan Still open — a standing list of anything blocked, degraded, or waiting on a switch. It clears itself when resolved and stays put if you postpone it.
- Work the four cards: Needs your approval, Recommended next moves, Latest findings, and Recently created.
Pro tips
- The briefing is a read-only surface — to act on a finding or recommendation, head to the Strategy Room.
- If "Latest findings" is empty, add a source in Monitor first; findings flow here automatically.
Strategy Room
What it does
Turns what monitoring surfaced into recorded decisions. The AI proposes; you make the call — accept, modify, defer, or reject — and every decision is logged with your name and the evidence.
Before you start
You need findings to work from. Add and scan a source in Monitor first.
Steps
- Open Strategy Room. Under Findings · Needs a Call, click ✨ Recommend on any finding to get an AI recommendation — with proposed actions, urgency, confidence, and the evidence it's based on.
- Under Decisions Needed, make the call: Accept, Modify (type what to change first), Defer, or Reject.
- Accepting builds a response package on the spot — coordinated drafts (social post, email, talking points) saved to your Library.
- Click Send this → to carry the drafts straight into the Broadcast composer, or refine them in Copywriter first.
- Scroll to Recent Decisions to see the record — what was decided, and when.
Pro tips
- Packages are drafts, not sends. Nothing goes out until you send it from Broadcast.
- Your accept/reject history feeds the Analytics decision-quality numbers, so decide in here rather than in your head.
Monitor
What it does
Watches any web page you point it at — an opponent's press page, a local news site, a county clerk's page — and pulls out findings that matter, ranked by urgency. Findings flow into your Daily Briefing and the Strategy Room.
Steps
- Open Monitor from the Intelligence shelf.
- Under Watch a new source, give it a name (e.g. "Opponent's press page"), paste the URL, and optionally tell it what to watch for.
- Click Add source. Once added, it scans itself daily — hourly near election day.
- Click Scan now on any source to check it immediately; you'll see the progress as it runs.
- Read the Findings column: each has an urgency pill (HIGH / MEDIUM / LOW), a significance score out of 100, a summary, and a read the source → link back to the original page.
Pro tips
- The "what to watch for" line focuses the analyst — "attacks on our healthcare record" beats leaving it blank.
- Pause a source instead of deleting it if you just want a break; delete requires a second tap on purpose.
- High-urgency findings deserve a trip to the Strategy Room the same day.
Ad Spy
What it does
Shows you any candidate's, opponent's, or committee's political ads — pulled live from the Meta Ad Library (Facebook + Instagram) and Google's political ads transparency data (Search + YouTube): the creative, estimated spend, impressions, and who they're targeting.
Steps
- Open Ad Spy and type the opponent's or committee's name. Don't sweat exact spelling — matches appear as you type; tap one.
- Or don't know who's running? Use Browse every candidate (A–Z) — filter by state and office (Senate / House / President), then tap any name to see their ads.
- Check the toggle Currently-running ads only to skip old creative.
- Read the dashboard: total ads, running now, estimated spend across platforms, an activity-over-time chart, and a platform breakdown.
- Scroll The Ads to see each one — spend range, impressions, targeting, run dates — and click View the ad ↗ to open the actual creative.
- Click Build a counter-plan with your strategist → to hand the whole picture to your AI strategist in chat.
Pro tips
- "Gone dark" is intel too — a spend stop often precedes a pivot.
- Spend figures are ranges from the platforms' own disclosures, so treat them as ceilings, not invoices.
District Data
What it does
A live intelligence briefing on any district — demographics versus the state, current representatives, and the money in the race — sourced live from the U.S. Census Bureau, the FEC, and Cicero. No prompts to write; one address in, organized cards out.
Steps
- Open District Data and pick your way in: By address or By candidate.
- By address: type any full address in the district (type-ahead suggestions keep typos out), pick the office (U.S. House / Senate / President / State-Local) and election cycle, then click Pull district intel →.
- Read the cards: the district's people compared to the statewide average, who represents it now, and the race's campaign finance.
- By candidate: enter a state (and district for House races), click Show the candidates →, and see everyone the FEC lists as running.
- Tap Analyze → on any candidate — or the analyze button on a district briefing — to hand it all to your AI strategist for the read on where the opening is.
Pro tips
- The candidate list covers federal races only; for state and local races, use By address or ask your strategist.
- If you've set your office in Brand Kit, the panel pre-selects the right race type for you.
Pulse
What it does
One-question microsurveys to your own list. Build the question, blast it by email or text, and get a live tally with an AI read of what it means. Responses are anonymous and aggregate-only — an informal pulse, not a scientific poll.
Before you start
Import contacts in Communications → Contacts, and set your sender email in Email Blast (Pulse reuses those settings). For texting, your texting setup must be live.
Steps
- Open Pulse. Give it an internal title, write the question voters will see, and add two to six answer choices.
- Click Create pulse.
- Pick your channels — Email, Text, or grab Copy link to share it anywhere yourself.
- Choose the audience: Everyone, or any tag from your contact list (e.g. ward-5). The send button shows the live count.
- Click Send to N →. Results update as people respond.
- Later, hit Results on any pulse to see the bar-chart tally plus the AI's read on what it means.
Pro tips
- Keep the question tight enough to answer in ten seconds — that's the promise the message makes.
- Tag-targeted pulses (just your volunteers, just ward-5) often tell you more than blasting everyone.
AI Spend
What it does
Shows exactly what your campaign spends on AI — real per-call costs from the app's own meter. This month's total, 30-day cost, tokens, average speed, success rate, and breakdowns by model and by tool.
Steps
- Open AI Spend from the Intelligence shelf.
- The big number is this month's spend, with total model calls under it.
- Scan the 30-day tiles: cost, tokens in/out, average latency, and success rate.
- Check By model and Top routes to see which models and which tools are costing you the most.
- Watch the Daily cost bars for spikes — a heavy content day shows up immediately.
Pro tips
- Coverage today includes the AI tools currently on the meter — copywriting, the Daily Plan, call-time and inbox drafting — and is expanding to every AI tool.
- Before any metered call happens you'll see clean zeros, not an error. That's normal.
Analytics
What it does
The scoreboard and the learning loop in one place: money raised, voter contacts, list growth, and momentum week-over-week — plus how your intelligence loop is performing (findings → recommendations → decisions → assets → published).
Steps
- Open Analytics from the Intelligence shelf.
- Read the Scoreboard: raised, pledged, donors, supporters IDed, voters left to turn out, contacts, list size, events, and social queue.
- Check Momentum — this week versus last on money, voter contacts, new contacts, and blasts, with up/down arrows.
- The Loop shows the funnel from findings through published work; Decision Quality shows your acceptance rate and average time-to-decide from the Strategy Room.
- Direct Outreach tracks emails and texts sent, donate clicks, and which message drove the most — including A/B subject test results.
- Performance (reach, views, engagement, clicks) fills in automatically once you're publishing through Distribution.
Pro tips
- Empty sections aren't broken — they fill in as the matching module runs. "No decisions yet" just means the Strategy Room hasn't been used.
- Momentum arrows are the fastest honest answer to "how was this week?"
Organization Memory
What it does
Your campaign's institutional memory — a structured, permission-aware record of approved facts, decisions, and corrections that the AI tools read so they get smarter about your race over time. Open the Organization Memory tile on the Intelligence shelf to see and manage it.
How to use it
- Open Organization Memory — the list shows everything the campaign has recorded: the type (fact, position, decision, lesson…), the statement, where it came from (Strategy Room or added by hand), and the date. Tap History to also see superseded and retired records (shown struck through).
- Add a memory — write one clear statement, pick its type and who can see it (whole team, or owners & admins only), and hit Remember this. The AI reads it from then on.
- Correct a memory — tap Correct on any record, edit the statement, and save. The old version isn't deleted; it moves to history as superseded, so you keep the paper trail.
- Retire a memory — tap Retire, then confirm. Retiring hides it from the AI without deleting it (owners and admins only).
How it fills in automatically
- Make decisions in the Strategy Room — each accepted, modified, or rejected call is written to memory with who decided and why.
- Build the Daily Plan — it reads your memory so today's plan reflects what your campaign already knows and has already decided.
- Memories are scoped to your organization, versioned when corrected, and visible by role — owners-only records stay hidden from the rest of the team.
Pro tips
- The more you decide inside the Strategy Room (instead of off-platform), the sharper the Daily Plan and recommendations get — that's the memory working.
- Nothing here is raw chat history; only structured, recorded facts and decisions make it in.
- If the AI keeps getting something wrong about your race, don't argue with it in chat — record the correct fact here once and every tool inherits it.