Intelligence
The Researcher watches topics on the web, turns what it finds into a radar and writes dossiers on request; this page explains how and who sees what.
Intelligence is where the workspace looks outside: competitors, technology, regulation and anything else that could touch the client's goals. The Researcher agent searches the web, and you decide what from it reaches the workspace.
What is this place for?#
It has three views, shown as tabs: Dossiers (longer research on a company or topic), Radar (individual finds, the signals) and Watch topics (the topics the Researcher keeps an eye on). The advisor orders and releases; the client reads what the advisor released. Until then the client side sees an empty page that says so.
Tell the Researcher to watch a topic#
- Open the tab Watch topics.
- Use the + of the page (New watch topic), or ask in the chat.
- Say what should be watched, in one line or in a sentence the agent turns into a topic.
Unless the advisor has switched the automatic search off, each topic is searched weekly. On the web and the Mac the advisor switches a topic to daily in the column Cadence; on the iPhone, touch and hold the topic. The column Hits 30 d counts the finds of the last 30 days; select a topic to see them. The cadence is set by the advisor; the client side can also ask for a topic in the chat.
What is a signal, and what is the radar?#
A signal is one find on a watch topic: a title, why it matters for the workspace, the source and a date. The Researcher searches for news on all topics and proposes the finds as one approval in Approvals. The advisor selects which ones to keep. The chosen signals appear in the radar, also for the client. Nothing appears there before that.
The advisor can also start a search at once with Radar now. It runs as an agent task. The radar can be narrowed to one topic. A find worth more attention can be turned into a dossier with Create dossier.
Order a dossier#
- In the tab Dossiers (or the radar), select + Research.
- Enter the topic and, if you like, a briefing for the Researcher: what it is for, which questions to answer, which period or sources.
- Choose the format: a dossier or a short note.
- Start it.
The research runs in the background as an agent task. You see a link to the task at once and a line on the page while the Researcher works; it can take a while. Running tasks are also on the agent board, see Agent board. The result is a draft dossier. Statements from outside carry a source number, and the sources are listed at the end; read the sources before you rely on a statement.
Where does the result appear, and who sees it?#
The dossier appears in the tab Dossiers with the status Draft. Only the advisor sees it at first. Open it to read it and to comment on it; see Comments and versions. When the advisor releases it, the client can read it. By default dossiers are listed here and not under Deliverables.
What does the Researcher search?#
The Researcher searches the public web. For that, search terms are sent to a web search service. It is instructed to keep internal details of the engagement out of its search queries. Every search and the sources it found are recorded in the Trail of the task, so you can see how a result came about.
Common questions#
Can the client order research? No, research is ordered by the advisor. The client reads the dossiers and signals the advisor released and can ask the advisor for more.
Can the Researcher publish something by itself? No. Dossiers are drafts and signals are proposals until the advisor approves them.
How long does a dossier take? It depends on the topic and the briefing. It runs in the background, so you can keep working; the task shows its progress.
Why is the radar empty? Nothing has been approved yet. A new workspace has no signals until the first search ran and the advisor kept some of the finds.