AI Analyst
The AI Analyst helps you research voters, examine campaign data, compare election results, and work with voter lists through a conversation. Owners and managers can use it in their campaign workspace.
Start with a question, then review the answer’s scope and evidence before using it to organize outreach. Asking for an analysis is different from asking the analyst to save a list or generate a file.
Ask a specific question
Open the analyst in the intended campaign. Include the place, election, time period, and measure when they matter.
| Task | Example prompt |
|---|---|
| Understand your audience | “How many voters are in this campaign’s jurisdiction? Break them down by party registration.” |
| Explore geography | “Which precincts in our jurisdiction have the largest registered-voter counts? Show the county and precinct labels.” |
| Compare past results | “Find the 2024 general-election results for this race. Confirm the contest and district before comparing precincts.” |
| Review a saved list | “Summarize the membership of our September outreach list. Tell me which list you used.” |
| Prepare an export | “Export that list as a CSV. Explain whether it contains voters or households before generating it.” |
If the analyst asks which election or district you mean, answer that question before continuing. A primary, general election, and a different year’s race are not interchangeable comparisons.
Check the answer
Before acting, confirm the campaign or geography, date or election, and the unit being counted. Voters, households, turnout, and candidate vote totals answer different questions.
Ask for the source, filters, and calculation when a number matters. If the answer includes an estimate or prediction, distinguish it from reported observations. If a result looks wrong, correct the scope and ask the analyst to rerun the analysis rather than building more conclusions on top of it.
An answer about an audience does not mean that audience has been saved anywhere. Look for the result of a completed list action or a download link when that is what you requested.
Create or change a list
- Describe the audience and name the destination list. If several lists have similar names, ask the analyst to identify the intended list first.
- Ask for a count or preview if you want to review the audience before changing it.
- Explicitly request creation, addition, or removal when you are ready.
- Review any tool approval request, including the destination and scope. Approve only if it matches your request; otherwise deny it and explain the correction.
- Wait for the action’s result, then open the list to confirm the change.
List creation, membership changes, and list downloads use approval requests. An approval request is not confirmation that the action has already succeeded. Read the returned result for errors or partial outcomes.
Adding matches to a list does not remove its existing members. Removing voters changes membership, while marking contact outcomes changes outreach records. See Voter Lists before requesting a large change.
Understand what you receive
| Result | What you can do with it |
|---|---|
| Answer or table in the conversation | Review the findings and ask follow-up questions |
| Saved voter list | Open it in the campaign and use it for outreach |
| Download link or generated artifact | Open the file and check its contents and format |
| Shared conversation link | Let someone read the shared conversation; it does not grant campaign membership |
A downloaded file is a copy. Editing it does not update the campaign’s lists. Likewise, later messages do not automatically appear in an existing shared conversation link.
Share an answer
Use Share on the conversation when you want someone else to read it. Review the conversation before opening the sharing dialog: opening it can create the public link. Anyone with that link can view the shared conversation.
See Sharing Conversations for the message cutoff, preview limitations, and revoking access.
When something does not work
- Wrong place or election: state the correction and ask for a fresh query.
- Missing data: ask what was searched and what the absence establishes; no matching row does not by itself prove an event never happened.
- Denied or failed action: clarify the intended change before requesting it again. Do not assume the list was updated.
- Unexpected count: compare the filters, jurisdiction, and voters-versus-addresses grouping before treating it as a data problem.
For the underlying data, see Voter Data Schedule, Voter Scores, and Voter Lists.