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Intelligence Monitor

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Your unified intelligence feed — data feeds, verified claims, research notes, knowledge base items, and search results in one continuously updating stream.

Overview#

The Intelligence Monitor brings together all your intelligence sources into a single, personalized feed. Instead of switching between separate pages for news feeds, research archives, knowledge bases, and search results, everything lives in one place — filterable, actionable, and organized by type.

Navigate to Intelligence Monitor in the sidebar under the "Create" section to get started. New users see a template picker to set up feeds in seconds.

Key Capabilities#

Template Onboarding

New users pick a template and start receiving intelligence in seconds — no manual setup needed.

Type Badges

Every item shows a colored badge (Feed, Source, Claim, Note, KB, Search) so you always know what you're looking at.

Category & Type Filters

Filter by topic category and item type. Selections persist across visits.

Refresh with Cooldown

One-click refresh with a 10-second cooldown timer to keep your feed current.

Multi-Select Actions

Select items and bulk-add to notebooks or create analytical research queries.

Feed Management

Add, edit, and monitor data sources in a slide-out panel — Sources, Health, and Templates tabs.

Getting Started#

If you're new to the platform or haven't configured any feeds yet, the Intelligence Monitor shows a welcome screen with pre-built templates.

1

Open the Intelligence Monitor

Click "Intelligence Monitor" in the sidebar under the Create section.
2

Browse templates

You'll see templates grouped by category: Technology & AI, Finance & Markets, Healthcare, Regulatory, and Market Research.
3

Pick a template

Click any template card. A spinner appears while your feed configuration is being created automatically.
4

Start exploring

Once the template is applied, your feed populates with intelligence items. You'll see a toast: "Template applied! Your intelligence feed is being populated."

Filtering Your Feed#

Use two levels of filtering to find exactly what you need.

Category Filter#

The category bar has two always-visible buttons — For You (personalized ranking) and All (everything) — plus a Categories dropdown for topic-specific filtering like Technology, Finance, or Healthcare.

Type Filter#

Below the category bar, toggle chips let you show only specific types of intelligence. Click any chip to activate it; click again to deactivate. Multiple chips can be active at once — the feed shows items matching any selected type. A Clear button appears when filters are active.

TypeColorWhat It Contains
FeedGrayItems discovered from your configured data feeds
SourceIndigoVerified sources from your research archive
ClaimEmeraldVerified claims extracted from research
NoteTealNotes from your research archive
KBPurpleDocuments from your Knowledge Bases
SearchSky blueResults from previous search verifications

Multi-Select & Bulk Actions#

Hover over any feed item to reveal a checkbox. Select one or more items and a floating toolbar slides up from the bottom of the screen.

1

Select items

Hover over items and click their checkboxes. Selected items highlight with a subtle ring.
2

Use the toolbar

The floating bar shows your selection count and offers actions: "Create Search", "Add to Notebook", "All" (select all), and a close button.
3

Create Search

Composes an analytical research query from your selected items (up to 5 titles) and auto-submits it in the Search page.
4

Add to Notebook

Opens a dialog listing your notebooks. Click one to batch-add all selected items as sources.

Managing Feeds#

Click the Manage Feeds button in the header area to open a slide-out panel with three tabs.

TabWhat You Can Do
SourcesView, add, edit, and delete your data feed sources (supports 21+ feed types)
HealthSee health scores and status for your configured feeds
TemplatesBrowse and apply pre-built intelligence templates to your configuration

At the bottom of the panel, click "Open full setup page →" to access advanced configuration on the full Trend Analysis setup page.

Item Type Badges#

Every intelligence item displays a colored pill badge indicating its type. For Knowledge Base items, the badge shows the specific KB name (e.g., "KB: Market Research"). These badges help you instantly identify the source and nature of each piece of intelligence.

View Modes#

The Intelligence Monitor is the default view. Two previous layouts remain accessible:

ViewHow to AccessDescription
Default/trend-analysis/monitorThe unified Intelligence Monitor (recommended)
ClassicAdd ?view=classic to URLPrevious personalized monitor layout
LegacyAdd ?view=legacy to URLOriginal news monitor dashboard

Tips & FAQ#

Q: How do I add a single item to a notebook?
Each feed item has a book icon in its action row. Click it to add that specific item to a notebook without using multi-select.

Q: Why is the Refresh button showing a countdown?
After refreshing, there's a 10-second cooldown to prevent excessive API calls. Wait for the countdown to finish.

Q: What does "Create Search" do with my selected items?
It takes up to 5 item titles, composes an analytical research question about themes and implications, and opens the Search page where the query runs automatically.

Q: I'm a new user and don't see the template picker.
The template picker only appears when you have no feeds configured and no archive activity. If you've already set up feeds, you'll see your intelligence feed directly.

Q: Can I go back to the old monitor view?
Yes. Add ?view=classic or ?view=legacy to the URL to access previous layouts.