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How to Set Up Your User Profile for AI Insights

Tell Cloverleaf who you are, what you care about, and what you're tracking. The more context you give Cloverleaf about your role and goals, the more relevant your AI-generated insights will be - a complete profile is what separates a generic meeting summary from a briefing that's actually useful to you.

How to Get There

Click your avatar in the lower left corner of Cloverleaf, then click your email address in the dropdown menu to open your profile settings. You can also access this page by clicking here: https://beta.cloverleaf.ai/account 

What to Fill In

Job Title and Industry

Start by filling in your Job Title and Industry. This gives Cloverleaf foundational context about who you are and what lens to apply when generating insights.

Tip: Be specific. "Account Executive - Public Safety Technology" will produce more tailored insights than "Sales."

 

Focus Areas

The topics most relevant to your work - technology categories, policy areas, infrastructure types, programs, or initiatives you monitor. Use the terminology government officials actually use, not internal jargon.

Tip: If you're not sure how officials talk about your topic, search for it in Cloverleaf first and see how it comes up in real meeting transcripts. Match that language here.

 

Competitors Any company, brand, or proper noun you want Cloverleaf to flag when it appears in meetings. This can include:

  • Organizations you track or compete with
  • Your own organization or clients
  • Partner organizations or named initiatives
  • Any entity you want customized understanding of

Tip: Add your own organization alongside your competitors - knowing when you're mentioned is just as valuable as knowing when a competitor is. Include name variations too, like "Coca-Cola," "Coca Cola," and "Coke."

 

Products and Services You Offer What your organization offers or advocates for. Use the language a government official would use when discussing it in a public meeting.

Tip: If your product has a common acronym, add both versions. For example, "LPR" and "License Plate Reader" - officials may use either, and you don't want to miss one because you only added the other.

 

Pain Points Your Product Solves The problems or challenges your work addresses. Think about how a government official would describe these needs out loud, and use that language here.

Tip: Think beyond your direct product area. Add adjacent problems, related legislation, or funding programs that tend to come up alongside your core focus. If you work in public safety technology, terms like "PSAP," "dispatch," or "interoperability" might surface relevant conversations you'd otherwise miss.

 

 

Tips for Building a Strong Profile

Be specific, not broad. "Technology" won't tell Cloverleaf much. "Fleet management software," "permitting systems," or "broadband infrastructure" will surface far more relevant insights. The more specific your entries, the more precise your results.

Cover multiple versions of the same name. Transcripts aren't always consistent - add variations so nothing gets missed. This applies to program names, agency names, acronyms, and competitor names alike.

Keep your profile current. Your focus areas, competitors, and priorities will evolve over time. Revisiting your profile regularly - especially when your territory expands, your product line changes, or new competitors enter the picture - ensures Cloverleaf keeps surfacing what's most relevant to you.

Less is not more - but quality beats quantity. Don't leave fields blank, but don't pad them with vague terms either. A focused list of specific, well-chosen entries will outperform a long list of broad ones every time.

Questions? Contact us at support@cloverleaf.ai