Run a rule-tuning loop
Use Local mode to observe the effect of settings without sending content to AI.
Choose one specific problem
Use a few phrases about manual work, tool searches, or service needs. Add industry terms when useful.
Set exclusions
Exclude topics clearly outside your scope. Review results after changes to avoid removing genuine needs.
Separate posts from comments
A post may describe the main need; comments may echo pain, mention tools, or pitch a vendor. Do not treat them as the same signal.
Adjust the threshold and review
Raise the threshold when weak results dominate, or lower it deliberately for exploration. It also applies to cached scores.
Know when to change the assessment method
Local rules can miss negation or indirect phrasing. Use AI when semantic interpretation is needed, after setting the profile and allowance; do not relabel a local result as AI evidence.
- Use up to five categories for posts and five for comments.
- One item may match several categories.
- Open the source before marking a lead Qualified or Contacted.
