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Research and citations

The Research area is a conversation with an assistant that can search and inspect the enabled, indexed documents in the current workspace.

Choose a model from the model selector, enter a question, and send it. Model availability depends on your account, organization, workspace policy, and deployment configuration.

A strong request names both the task and the evidence standard:

Compare the termination clauses across the agreements. Create a table with the notice period, triggering events, and a source citation for each agreement. Flag missing or conflicting terms.

For each request, the assistant can search the workspace, inspect relevant text or images, and use those results to form an answer. Research does not include documents that are incomplete, failed, canceled, or disabled.

Depending on the request, the interface can show search and document-inspection activity before the final response.

Select a citation to open the source preview at the relevant location. Use the Sources panel to review evidence across the conversation. It can group evidence by source item or document and show details such as page, retrieval count, citation count, and document coverage.

The Mindmap panel visualizes relationships between research steps, evidence, and source documents.

You can stop a response while it is running. If a recoverable interruption ends a response early, use the continue action to resume. Conversations are saved and can continue running while you move to another conversation.

  • Name the question or decision you are trying to resolve.
  • Specify the output format: table, chronology, brief, checklist, or another concrete structure.
  • Ask for a citation for every important claim.
  • Explain how conflicts, gaps, and uncertainty should be handled.
  • Split a broad investigation into smaller questions, then request a final synthesis.
  • State any relevant date, jurisdiction, definition, or threshold.

When the findings are ready, continue with working documents.