The Research Assistant helps you research topics with AI-powered search and analysis. Ask questions and receive answers with citations and source references from your uploaded documents.
When to Use It
Use the Research Assistant when you:
- Need to research industry trends or market data
- Want to find specific information in your uploaded documents
- Are preparing for client meetings or presentations
- Need cited sources for claims or proposals
How It Works
Response Modes
Choose how detailed you want responses:
Tips for Best Results
- Upload relevant documents — The assistant can only search what you’ve provided
- Be specific — Narrow questions get better answers
- Use follow-ups — Click suggested questions to dive deeper
- Check sources — Verify citations for critical information
- Name sessions — Easy to find later when you need the research
Privacy & Data
- Uploaded documents are stored securely in your account
- Documents are only searchable by you
- You can delete documents at any time
Last modified on May 4, 2026
