ResearchStep-by-step guide
Start a research question
Find sourced opportunities relevant to your business and audience.
Manage business knowledge permission, source documents and available research/AI access.
Here’s how to do it
Open Research after adding sources to Knowledge.
Enter a focused question with enough detail to explain the audience or opportunity you want to understand.
Optionally open preferences to set your marketing goal, audience, priority topics and sources to avoid. Save preferences.
Select Start research and follow the current run’s progress.
When it completes, read the findings, practical applications and linked evidence before using them.
What happens next
A research run records findings and sources that can inform current AI recommendations.
Good to know
Research uses external web evidence alongside business context. It is not a verified business policy and should not replace your own product facts.