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Documentation Index

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Create investigation flow showing template selection Create an AI investigation when your team needs a structured market, competitor, regulatory, sentiment, or opportunity report. A well-scoped setup produces more relevant findings and cleaner exports for review.

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What you can do

  • Start a new investigation report using a template.
  • Control depth and focus by picking the right framework.
  • Define scope (regions and time range) to keep results relevant.

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Steps

  1. Open Investigations and click New Investigation.
  2. Complete the setup flow:
    • Basics: set a clear title and topic.
    • Template: choose the research framework.
    • Scope: pick regions/countries and time parameters.
  3. Click Continue to start generation.

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Templates and when to use them

  • Competitor deep dive: broad, executive-style brief across competitors, regulations, opportunities, and signals.
  • Regulatory watch: focused monitoring of compliance and policy shifts.
  • Market opportunity scanner: looks for tenders, grants, and commercial opportunities.
  • Sentiment analysis: analyzes perception across publications and social/professional channels.

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Tips

  • Use specific topics (company/product/region) instead of broad themes for more actionable output.
  • Start with a narrower scope, then expand if you need more coverage.