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Intelligence starts delivering value the moment you follow your first company. This guide walks you through getting set up and into a daily rhythm.

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Before you start

You need a Rocket account. If you have not signed up yet, create an account first. Intelligence is included with your plan at no additional credit cost.

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Opening Intelligence

From the Rocket home screen, click Intelligence in the sidebar to enter Intelligence.
Rocket home screen with Intelligence highlighted in the sidebar

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First-time setup

On your first visit, Intelligence personalizes your experience with a three-step wizard.
1

Tell us about yourself

Enter your first name, last name, and business URL. Intelligence uses your company to understand your market and frame Intel relative to your competitive position.
Welcome to Rocket Intelligence modal asking for name and business URL
2

Select your role

Pick the role that best describes what you do. Your role shapes which signals surface first and how Intel is framed for you.Available roles:
  • Founder: Building a company
  • Product manager: Owning a product
  • Marketing: Growing the business
  • Sales: Closing deals
  • Investor: Evaluating companies
  • Something else: Others
Role selection screen with Founder, Product manager, Marketing, Sales, Investor, and Something else options
Be specific about your role. A sales leader sees different Intel rankings than a product manager, even for the same company.
3

Follow companies

Pick the companies that matter to you. The more you follow, the sharper your Intel becomes. Search by name or paste a URL to find any company.
Company picker showing companies to follow with search bar and grid of options
After completing setup, you land on your For You feed with Intel from the companies you just followed.

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Adding more companies

You can always add more companies to your universe later. Click + Follow new in the sidebar to open the follow modal.
1

Click + Follow new

The button sits below your sidebar navigation. Click it to open the follow modal.
Follow new button highlighted in the sidebar
2

Browse or search

The modal shows Company, Space, and Trend tabs. Browse suggested companies or search by name or URL. Select one or more companies by clicking the + icon next to each.
Follow new modal with Company, Space, and Trend tabs and a grid of companies to select
3

Confirm and follow

Once you have selected companies (shown with a checkmark), click Follow to add them to your universe. Signal collection begins immediately across all nine pillars.
Company selected with checkmark, Follow button highlighted to confirm

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Your Intelligence layout

Once set up, your Intelligence home has three main areas:
  • My universe: returns you to your main feed
  • Discover: browse all companies and add new ones
  • Watchlist: view and manage your watchlists
  • Deep dive: focused analysis mode (Coming soon)
  • + Follow new: add companies to your universe
  • Following: your followed companies with expandable pillar navigation

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Header tabs

TabPurpose
For youPersonalized Intel from both followed and unfollowed companies, ranked by relevance
FollowingIntel from companies in your universe
SavedIntel cards you have bookmarked

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Filter bar

Use the dropdowns at the top to filter by company, signal type, or time window (Last 24hr, Last 7 days, etc.).

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Daily rhythm

1

Scan For You daily

Spend 5 to 10 minutes reviewing what surfaced overnight. Each Intel item includes a “What this means for you” section connecting the signal to your business.
2

Go deeper when needed

Click View pillars on any Intel item to open the company’s full pillar view and investigate further.
3

Save important Intel

Click the bookmark icon on any Intel card to save it for later. Access saved cards from the Saved tab.
4

Check Following for specific companies

Switch to the Following tab when you want Intel scoped only to companies in your universe.

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What’s next

Key concepts

Understand signals, Intel, pillars, and how personalization works.

Following feed

Intel scoped to companies you follow.

Company pillars

What each pillar watches and how to read company pillars.

Watchlists

Group companies with a lens and get scoped Intel.