Triggering Manual AI Analysis
While Pulsar continuously analyzes your campaign data, you can trigger manual analysis to get fresh insights immediately—especially useful after major campaign activities or data updates.
Click Refresh Analysis to trigger on-demand AI analysis
What You'll Need
• Campaign Manager or higher permissions
• Recent campaign activity or data updates
When to Trigger Manual Analysis
Request manual analysis after:
• Large data imports - After importing contacts, donations, or event attendees
• Major campaign events - After a big canvass day, fundraising event, or launch
• Strategy changes - When you've shifted focus or updated your campaign plan
• Weekly planning - Before your weekly campaign meeting to get fresh insights
• Data corrections - After fixing data quality issues
How to Trigger Analysis
Navigate to Intelligence
Go to Intelligence in the sidebar.
Click Refresh Analysis
Click the Refresh Analysis button in the top right corner of the Intelligence dashboard.
Select Analysis Scope
Choose what to analyze:
• Full analysis - Complete review of all campaign data
• Quick refresh - Update existing insights with recent data
• Specific area - Focus on one domain (field, fundraising, etc.)
Choose the scope of your analysis: full, quick refresh, or domain-specific
Wait for Completion
Analysis typically takes 1-3 minutes depending on your data volume. You'll see a progress indicator and can continue working while it runs.
Review New Insights
When complete, new insights appear with a "New" badge. Previously flagged insights may be updated or removed based on new data.
Analysis Types
Full Campaign Analysis
Comprehensive review including:
• Path to victory recalculation
• All performance metrics update
• New strategic recommendations
• Anomaly detection refresh
• Trend analysis update
Quick Refresh
Lighter-weight update including:
• Recent data incorporation
• Existing insight updates
• Metric refreshes
Domain-Specific Analysis
Focus on one area:
• Field Operations - Canvassing, shifts, turfs
• Fundraising - Donations, donors, projections
• Communications - Email, SMS, response rates
• Voter Contact - Universe coverage, ID rates
Pro Tip
Schedule manual analysis for Monday mornings before your weekly team meeting. This ensures everyone is working with the freshest strategic picture.
Analysis Limits
To ensure system performance:
• Full analysis can be run up to 3 times per day
• Quick refresh can be run every 15 minutes
• Domain-specific analysis can be run 5 times per day per domain
Important
Automatic background analysis runs every 6 hours. Manual analysis is for when you need immediate updates—it's not necessary for routine monitoring.
Troubleshooting
Analysis taking too long? Large campaigns with extensive history may take longer. If analysis exceeds 10 minutes, try a domain-specific analysis instead.
No new insights appearing? If your data hasn't changed significantly, the AI may not generate new insights. This is normal—it means your strategic picture is current.
"Analysis unavailable" message? You may have hit your daily limit. Wait for the next automatic refresh cycle or try again tomorrow.
After analysis completes, new insights appear with a New badge
Next Steps
• How to Read AI Insights
• Using the AI Strategic Assistant
• Understanding Dashboard Metrics