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
Go to Research from the sidebar
Click New Session or start typing in the chat
Give your session a name for easy reference
Type your research query in natural language. The AI will:
Search your uploaded documents and knowledge base
Analyze relevant content
Generate a response with citations
Suggest follow-up questions
Each response includes a Sources Panel showing:
Which documents were referenced
Specific passages cited
Links to view source documents
The sidebar shows your research session history. Click any session to resume where you left off.
Response Modes
Choose how detailed you want responses:
| Mode | Description |
|---|
| Brief | Quick, concise answers |
| Standard | Balanced detail with key sources |
| Detailed | Comprehensive analysis with full citations |
| Generate | Create content based on research |
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
