Canvassing AI

Web release: Manager AI analysis is available in the V2 web app. It is limited to authorized owners and admins with Manage canvassing. Managers can ask about scoped aggregate territory, campaign, representative, contact, and sales performance; the application separates verified facts from recommendations, which must be reviewed before acting.

Free-text questions are converted to an allowed topic intent before provider work. Names, addresses, notes, customer records, and conversations are not sent to the AI provider. Unsupported questions or personal details are rejected. Requests use AI credits and are limited to 50 per member per UTC day (with an additional hourly limit). Suggestions do not change records.

The field coach (pre-knock briefs, objection handling, voice notes, and estimate guidance) remains unavailable. No native mobile AI interface changed.

What the Canvassing Workspace Does Today

The canvassing workspace supports:

• Campaigns and territories, including drawing territory boundaries on the map
• Loading target properties by CSV import or CRM import, with de-duplication

and retention safeguards

• Recording knock visits and dispositions, including do-not-knock
• Team competitions with a rank-only privacy option
• A nine-metric canvassing report with CSV export

See Manage Canvassing Campaigns for full setup and workflow details.