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AI agent for research

Market research with AI,with verifiable sources.

The AI research agent searches for, reads and summarises information about the market, competitors or potential suppliers, only from the sources you approve. Every important claim comes with a reference to its source, and the analyst decides what stays in the report.

Preliminary research eats up whole days

Before any decision, someone opens dozens of websites, reports and registers, copies extracts into documents and tries to keep track of the sources. The work is necessary but repetitive, and the result depends on how much time that person had. Conclusions without clear sources are hard to verify and reuse.

  • Collecting baseline information takes more time than the analysis itself
  • Sources get lost along the way and conclusions can no longer be verified later
  • Competitor monitoring happens occasionally, not consistently
  • Each analyst structures results differently, which makes comparisons difficult

Who it is for

  • Marketing and strategy teams that constantly track competitors' moves
  • Procurement departments that assess new suppliers and need verified baseline information
  • Consultants and analysts who frequently prepare market notes or company profiles
  • Business development teams entering a new market and starting from scratch

What the AI research agent does

  • 01

    Company and supplier profiles

    It gathers public information about a company: its activity, offering, online presence and data from approved official sources.

  • 02

    Competitor monitoring

    It regularly tracks the websites and communications of approved competitors and flags changes in their offering or positioning.

  • 03

    Summaries with citations

    It summarises its findings in an agreed format, with a reference to the exact source for every important claim.

  • 04

    Structured comparisons

    It puts the requested criteria (offering, public prices, services, coverage) for several players into a single table.

  • 05

    Flagging contradictory information

    It flags when two sources say different things or when a piece of information looks out of date, instead of choosing on its own.

How it works

How a research task runs

The steps marked in yellow are approved by a person.

  • Input
  • Action
  • AI
  • Human in the loop
  • Result
  1. 01

    Input

    Research question

    The analyst states what they want to find out and the list of permitted sources.

  2. 02

    Action

    Searches approved sources

    The agent queries the authorised websites, databases and documents.

  3. 03

    AI

    Extracts and compares

    It selects the relevant information and sets it side by side.

  4. 04

    AI

    Summary with citations

    It drafts the result, with the source of every claim.

  5. 05

    Human in the loop

    Analyst validates

    They check the key sources, make corrections and decide the conclusions.

  6. 06

    Result

    Working report

    The final note goes into the team's archive, with the sources attached.

What sources and tools the research agent uses

  • The list of approved sources: websites, publications, public registers, subscribed databases
  • Web search and page-reading tools, limited to the permitted domains
  • Relevant internal documents: previous reports, competitor lists, supplier evaluation criteria
  • The report template and comparison criteria agreed by the team
  • An archive where the consulted sources are saved for later verification

Possible integrations

  • Google Workspace (Docs, Sheets, Drive)
  • Microsoft 365 (Word, Excel, SharePoint)
  • Notion
  • Confluence
  • Web search APIs
  • Public company data sources (for example ONRC, the Romanian Trade Register, or ANAF, the Romanian tax authority, where access is permitted)
  • Data subscriptions or market reports owned by the client
  • Slack or Microsoft Teams (delivering summaries)
  • Google Workspace (Docs, Sheets, Drive)
  • Microsoft 365 (Word, Excel, SharePoint)
  • Notion
  • Confluence
  • Web search APIs
  • Public company data sources (for example ONRC, the Romanian Trade Register, or ANAF, the Romanian tax authority, where access is permitted)
  • Data subscriptions or market reports owned by the client
  • Slack or Microsoft Teams (delivering summaries)

Each integration's compatibility is checked during the analysis phase, for the systems and versions you use.

Control and transparency

What stays in human hands

  • Choosing the permitted and excluded sources
  • Checking the sources behind important conclusions
  • Interpretation and the final recommendation, which belong to the analyst or manager
  • The decision to use a piece of information in an external document or a negotiation

Limits and how we manage them

  • The agent only sees public information or information you have legitimate access to; other companies' confidential data is not part of the research
  • Online sources can be out of date or inaccurate, which is why important conclusions are confirmed at the source before use
  • It can misinterpret a context or a figure, which is why citations are mandatory and verifiable
  • It respects websites' terms of use and does not collect personal data outside the agreed purpose

How we measure research quality

We agree the indicators together before launch and track them afterwards. The values depend on the process, the data and the volume.

Citation fidelity
On a sample, the analyst checks whether each cited claim actually appears in the indicated source.
Coverage of the research question
We compare the report with a list of points the team expected to find.
Share of information corrected
We count the changes the analyst makes during validation and their type.
Time to the first usable version
We measure the time from stating the question to a report ready for review.

How we implement the research agent

  1. 01

    Research types and sources

    We identify which research tasks recur most often, which sources are trustworthy and what a good report looks like.

  2. 02

    Setting up the tools

    We connect search, internal sources and the archive, with domain restrictions and output formats.

  3. 03

    Tests on past research

    We compare the agent's results with the team's previous reports and adjust the instructions.

  4. 04

    Everyday use and review

    Analysts use the agent in their day-to-day work and report errors, which we correct regularly.

Use cases

The scenarios below are conceptual examples, not delivered implementations.

  • Food production

    Assessing packaging suppliers

    The agent prepares profiles for a shortlist of suppliers, with their publicly declared certifications and the sources for them, which the procurement team checks.

    Conceptual example
  • DIY retail

    Monitoring competitors' offers

    Every week, the agent compares the public campaigns of approved competitors and flags important changes, with a link to each page.

    Conceptual example
  • EU funding consultancy

    Summaries of funding programmes

    The agent summarises the guidelines published on official sources and highlights the eligibility criteria, and the consultant validates the interpretation.

    Conceptual example

Frequently asked questions

  1. Where does the agent get its information?

    Only from the sources you approve: specific websites, public registers, internal documents or databases you already have. The list can be changed at any time.

  2. What does the agent do when it finds contradictory information or finds nothing?

    It says so explicitly: it points to the sources that contradict each other or notes that it found no evidence, rather than filling the gap with assumptions.

  3. Are the internal documents it uses protected?

    Yes. Internal documents stay in your systems, with limited access, and questions and results are kept according to the confidentiality rules agreed at the start.

  4. Can I trust its conclusions?

    As you would trust a research assistant's: they are a well-documented starting point. The citations let you check quickly, and the decision stays with the analyst.

  5. Does it collect personal data about people?

    That is not its purpose. The research focuses on companies, markets and offerings, and the configuration rules exclude collecting personal data without a legal basis.

  6. How is it different from an assistant that answers from internal documents?

    The research agent searches outside the company, in public sources or approved subscriptions, and prepares summaries about the market, competitors and suppliers. A RAG system answers from the company's internal documents. The agent can use internal documents as a reference, but its purpose is external research.

Can’t find the answer? Write to us and we’ll reply directly.

Want faster research with verifiable sources?

Tell us which type of research you do most often and we will look at how an agent could prepare it, with validation by your analysts.

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