Administration

Resources

Reusable material you do not want to rewrite for every campaign.

Where this lives. Sign in and open /resources in the app.

What it does

Resources (/resources), part of emailcampaign.ai — the signed-in app's own sidebar names it Campaign Cloud — is described in the app as "Shared sales collateral: case studies, one-pagers, and checklists with usage tracking." Each row is a piece of collateral with a title, a text preview, tags, an Approved yes/no flag, a Used count, and when it was last updated. You can search by title or preview text, and click a row to open its full preview in a drawer.

Resources is one of three views onto the same underlying library content, split by category: this page shows items of the "resource" kind, Clauses shows contract language, and Knowledge shows playbooks and ICP notes. All three work the same way and share the same limitation: there is no button anywhere in the app to add, edit, or approve an entry. Someone outside the product has to load the collateral in; this page is for finding and checking it, not authoring it.

The Used column is the point of the page — the app's own empty-state message puts it plainly: "usage counts show what actually moves deals." The idea is that once your team's case studies, one-pagers, and checklists are in the library, you can see which ones actually get reached for, not just which ones exist. [VERIFY: what specifically increments the Used count — for example whether it counts a resource being attached to an email, shared in a reply, or something else]

Before you start

  • Viewing this page only needs the baseline "view dashboard" permission — the same one that gates every module list in the app.
  • There is no upload or "New resource" control on this page. An empty library stays empty until someone adds content from outside the app.
  • The Approved flag is shown for every resource, but this page does not reveal what, if anything, changes based on whether it is checked.

Set it up, step by step

  1. Go to Resources in the left navigation (/resources).
  2. Use the search box to find a resource by title or by words in its preview text.
  3. Click a row to open its full preview, tags, approval state, and usage count.
  4. Sort your sense of what's worth promoting by the Used column — the higher it is, the more this piece of collateral has actually been reached for.
  5. If your library is empty or missing something your team needs, arrange for it to be added outside the app — there is nothing here to do that yourself.

What you should see

Rows show a Tags list as small chips and an Approved column reading yes or no. A brand-new workspace shows "No resources yet" with the same explanation about usage counts. Nothing on this page can produce a permissions error in normal use, since there is no write action available to fail.

Common problems

  • You expected an "Add resource" or upload button and there isn't one. That's correct for the current build — Resources, Clauses, and Knowledge are all view-only from the app itself.
  • The Used count never seems to move. This page can't confirm what triggers it; treat a static count as expected until you can check with whoever manages this library for your workspace.
  • Search finds nothing you expect. Search only matches the title and the preview text shown in the list, not necessarily a resource's full content.

Common questions

What belongs here rather than in the knowledge base?

The knowledge base is what the AI reads. Resources are what people reuse. If a human copies it, it belongs here.

Last updated September 19, 2026. Written by the team that operates the platform.

Resources: Reusable Material for Campaigns and Clients