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AI User Summary Report

The AI User Summary Report is a daily email sent to Account Owners that highlights unusual or potentially suspicious door knocking activity.

L
Written by Leland Graves
Updated over a month ago

AI User Summary Report

The AI User Summary Report is a daily email sent to Account Owners that highlights unusual or potentially suspicious door knocking activity. This report helps administrators quickly identify patterns that may indicate inaccurate reporting, rushed surveys, or other irregular canvassing behavior.


How It Works

The AI system analyzes canvassing activity across your account and flags users whose activity falls outside the configured thresholds. These alerts are intended to help administrators monitor field activity and maintain data quality.

Each day, Account Owners receive an email summary of flagged users. From the email, you can click View to open the AI User Summary Report inside the platform for more details.


Customizing the Report

The AI User Summary Report can be customized in Settings.

To configure thresholds:

  1. Go to Settings.

  2. Click Configure Mail Template.

Available customization options include:

  • Minimum and Maximum Doors Knocked
    Set limits for daily door activity (e.g., flag users who knock on more than 200 doors).

  • Doors Per Hour
    Detect unusually high canvassing speeds.

  • Survey Disposition Percentages
    Flag unusual ratios of Canvassed, Not Home, Deceased, or other dispositions.

  • Survey Completion Time
    Identify surveys completed too quickly (e.g., under 30 seconds).

  • Time & Distance Between Doors
    Detect consecutive door knocks within unrealistic timeframes or when the distance between doors exceeds a configured threshold.

  • Additional Behavioral Indicators
    Other patterns that may suggest irregular activity.

Reviewing Flagged Activity

From the daily email:

  1. Click View to open the AI User Summary Report.

  2. Select View for the flagged activity

  3. Click the user’s name to view more detials about the occurances

  4. Click View again to open their Activity Log.

The Activity Log provides detailed information about the canvassing activity so administrators can investigate further.


Configuring Email Delivery

You can also configure when the daily email is sent.

To change the schedule:

  1. Go to Settings.

  2. Click Configure Mail Schedule.

Emails can be scheduled to send at:

  • 12:00 PM

  • 3:00 PM

  • 6:00 PM

  • 9:00 PM

All delivery times are based on your local time zone.


Important Note

The AI User Summary Report is designed to assist with identifying potential bad actors, but it should not be relied on as the sole source of verification. Administrators should review flagged activity and use the Activity Log and other tools to confirm whether the behavior requires action.

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