All existing sets are listed below; list narrows as you type. Click a row or press Enter to apply.
Sources
AI Coding
Run all
Click Run All to code your sources, create a consolidated codebook and recode with it. Or run the individual steps separately. Optionally create a new label set before coding/recoding.
Background
Optional context for all AI coding tasks. Appended at the start of the prompt when set.
Auto-code
Advanced
Concurrency
Ready to process sources
Revise codebook
Links sampled: up to 10×[number] for codebook revision.
Recode
Recoding
Source text
No source selected
Click on a source in the 'Select
Sources...' bar above to view the text here.
Select a project to view filters
Choose a project from the Projects tab first
Filter pipeline is off. All links are passing through unchanged.
Outputs
Map
Visualization
Factors
All factors
Links
AI queries
App config
Profile & security
AI logs
System admin
Select a project to view the causal map
Choose a project from the Projects tab first
1.0x
Map Formatting
Layout
150
50
400k
150
100
4500
50
200px
12
80
150
50
Factor
120px
2
Link
100%
100%
Vignettes
View and manage your Factors
Select a project to view factors
Choose a project from the Projects tab first
Bulk:
View and manage your Links
Select a project to view links
Choose a project from the Projects tab first
Select a project to view the pivot table
Choose a project from the Files tab first
Analyse your data with Summary Tables, Pivot Tables and Charts
(unchecked = excluded)
(rows × cols; none selected = all)
Select a project to build reports
Choose a project from the Projects tab first
#
Scope
Bookmark Manager and Report Builder
View and manage individual bookmarks.
Create variants of individual bookmarks, e.g. for
each country.
Drag to reorder, select, copy to clipboard or
create a PDF.
No bookmarks available for this project.
Logs
Scope
Range
Page 1
Page size
AI Answers
Select a project to ask questions
Choose a project from the Projects tab first
Ask a Question
AI only knows what's in your sources—it has no prior knowledge of your project.
Briefly describe what your sources are about. This helps the AI generate better expansions and answers.
Length/format instructions for the answer. Not used for search.
These phrases are used for semantic search. Leave blank to use only your question.
Full sources: entire documents. Link contexts: quoted text from filtered links (uses embeddings for >500 links).
Searches sources from the Sources dropdown and any Source Groups filters. Leave both empty to search all sources. Note if you have many relevant sources, you may not get an answer for every source.
0.5
Answer
Sources used:
Applies your prompt to each source in the current Sources + Source Groups filters, then writes values into source custom columns.
Selected columns are prepended to each source payload, e.g. District = foobar.
Default is 5 when content is included; when excluded, default switches to All.
Applies your prompt to each filtered link and writes results to link columns.
Label-transforming filters are active ().
If you include cause/effect in payload, AI sees transformed labels.
Default selection is cause and effect.
Default is 5 when selected_text or Source text is included; when excluded, default switches to All.
Writes use the global Label set control (toolbar)—same as manual coding.
Factor-by-factor is disabled because label-transforming filters are active
().
Turn them off before running factor relabeling.
Applies your prompt to each factor from the current filtered links, then updates matching labels. Target columns follow the global Label set in the toolbar.
Default selection is label.
View and manage your projects
View and manage your sources
Upload sources
Click to upload PDF, DOC, DOCX, RTF,
TXT, or XLSX (statements tab)
Create sections within sources
Text lines matching these patterns are styled as headings in the
text
viewer and are available for the Sections Filter.
Tip: XLSX with a statements tab
(source_id, text, custom columns) adds sources here. To import a whole project
from Excel, use the menu: "New project from a CM4 ...".
Sources Analysis
Aggregation Guide
Please select columns for
aggregation.
Aggregation supports 1-2
columns maximum for optimal display.
You can also do more powerful analysis with the Statistics panel
Settings
Real-time Collaboration
When enabled, you'll see changes from other users immediately and your
changes will be shared with others.
When disabled, you'll work independently without real-time
synchronization.
Real-time updates paused
Memory Diagnostics
If you're experiencing "Out of Memory" or "Page Unresponsive" errors, click below to see diagnostic information.
Memory Diagnostic Results
Quick Fixes to Try
Close other Chrome tabs - Each tab uses memory
Restart Chrome completely - Close all windows and reopen
Tip: You can also run window.debugMemory() in the Chrome Console (F12) at any time to check memory usage.
More app settings coming soon...
Account
AI coding
If off, there are no AI services at all (except basic MapCat help). Turn on to use AI (everyone without a paid AI plan gets 10 free credits per month). You can change this anytime.
Your subscriptions
Includes subscriptions you manage or are subscribed
to.
Subscription Plans
50% discounts available for individuals and for organisations from the Global South, see
causalmap.app/subscriptions
By turning on AI, you acknowledge this. You can turn it off anytime in Account.
New Project or Upload Sources
Click to upload PDF, DOC, DOCX, RTF, TXT, or XLSX
or drag and drop files here
No files selected yet.
Create New Project
Clone Project:
Merge projects into:
Select one or more projects to copy into the current project. Source projects are unchanged.
Import File from XLSX
Expected format: Excel file with either:
A single tab of any name (treated as sources)
Multiple tabs with a 'sources' tab (optional 'links' tab)
Update Sources from Excel (in-place)
Upload an Excel file that contains a sheet named sources. Other sheets (if any)
are ignored. The sheet must include id (or source_id). IDs must
exist in the current project (you can upload only a subset of IDs). Only columns present in
the file are updated; any missing columns are left unchanged.
Only sources metadata is updated (title, filename, content, custom columns).
Links are not changed.
Import File from CM3 XLSX
Expected format: CM3 Excel file with 'links' and 'statements' and optionally 'sources'
and/or 'questions' tabs.
Updating sources and links…
Tribes
Pro subscription required to run Tribes.
Preview: sources per tribe (row heatmap = darker = more sources). p: chi-square (tribe × cause); low p = differ from random. s: silhouette (−1 to 1); higher = better. Δs = s_with_all − s_without_field; negative = removing that field improves silhouette. Save assigns each source to one tribe (T1, T2, …).
Clusters:
Confirm
Are you sure?
Confirm File Upload
We will create unique ID(s) based on the filename(s) as shown below:
If the name(s) are ≤8 characters, we'll keep the sanitized filename(s) as IDs
Otherwise, we'll create unique ID(s) using as much of the original filename(s) as
possible
If duplicates exist, we’ll add a small suffix to keep IDs unique.
Custom columns for these uploads (Optional)
Add columns and/or set fixed values (applied to ALL uploaded sources)
Leave the value blank to only create the column (no value set on upload).
Split Files into Multiple Sources using
separators (Optional)
Add one or more search patterns ("separators"). The app will find any text lines
matching the patterns and split each file into multiple sources. The identified line is
used as the basis of the source ID.
Leave blank for normal upload of one source per file.
Example:.*Chapter.*Splits the file on every line
containing "Chapter" and uses the whole text of the line as basis for the source ID.
Text lines matching these patterns will be used to split the content into separate
sources.
The matched text will be used as the source ID (shortened if necessary).
Preview of Source IDs:
Filename
Status
Confirm Excel Import
Column Analysis
Import Plan
Project Information
Edit Prompt
Admins only. Edit this to rename the series. Leave it unchanged to save the next version in the same series.
Changes apply when you click Save.
Ctrl+D add next matchCtrl+Shift+L select all matchesCtrl+Alt+↓ add cursor belowCtrl+Alt+↑ add cursor aboveAlt+Click add carets anywhere
Project Background
Optional context for all AI coding tasks. Appended at the start of the prompt when set.
Loading…
Change Password
Getting to know you
This helps us understand your journey with causal mapping and what to build next.
What are you using CausalMap for? *
How did you hear about it? *
What are you mostly interested in? *
We'll turn on Simple AI so you can start coding right away.
Do you want AI options switched on and active right at the start? *
If off, there are no AI services at all (except basic MapCat help). Turn on to use AI (everyone without a paid AI plan gets 10 free credits per month). You can change this anytime in Account settings, and vice versa.
Your causal mapping experience
You can always edit these later in the Account tab.
Project Details:
Choose where AI processing occurs for GDPR compliance
···/··/
Owner:
Current Collaborators
Add
Collaborator
Apply Tags to Projects
Separate multiple tags with commas
Choose a file:
Applying…
Manage Custom Columns
Use Enter to add multiple. Uses standard multi-selectize.
Removing columns deletes their data from all sources.
Applying…
Manage Link Custom Columns
Removing columns deletes their data from all links.