Jedify Deep Research Agent

What is Research Agent?

Research Agent is your AI-powered research assistant that tackles complex business questions by thinking through problems step-by-step, just like an analyst would.

Instead of getting a simple answer to a simple question, Research Agent explores your data deeply—asking follow-up questions, testing different explanations, and building a complete picture before giving you a thorough, evidence-based answer.

Perfect for questions like:

"Why did our sales drop last quarter?"
"Which customer segments are most profitable and why?"
"What's causing low engagement with our new feature?"
"How do our top performers compare across different regions?"

How It Works

When you ask Research Agent a question, here's what happens:

1. Understanding Your Question

Research Agent reads your question carefully and figures out what kind of investigation is needed.

2. Making a Plan

For complex questions, Research Agent creates a research strategy—deciding what data to look at and what specific questions to ask.

3. Exploring Your Data

Research Agent works through the problem systematically:

Searches for relevant information in your data
Asks specific questions to gather details
Tests different explanations for what's happening
Looks for patterns and connections

4. Building the Answer

As it learns more, Research Agent evaluates what the data is really telling you—separating facts from assumptions and making sure conclusions are supported by evidence.

5. Delivering Your Answer

Once the research is complete, you'll get a comprehensive answer that explains:

What's happening in your data
Why it's happening (when possible)
What the evidence shows
What questions remain unanswered

Watching Research Agent Work

While Research Agent is researching your question, you'll see live updates showing what it's doing:

Thinking - Working through the problem
Planning Strategy - Deciding how to approach the investigation
Searching - Looking through your data for relevant information
Analyzing - Examining patterns and trends
Asking Questions - Gathering specific data points
Waiting for Results - Processing the answers
Synthesizing - Putting the pieces together
Wrapping Up - Finalizing the answer

This transparency helps you understand how thorough the research is and what's being investigated.

Getting Better Answers

Ask Specific Questions

The more specific you are, the better your answer will be.

Instead of: "Why did revenue drop?"

Try: "Why did our SaaS revenue drop 20% in Q3 compared to Q2?"

Include Relevant Details

Add context that helps Research Agent focus on what matters to you:

Time periods ("last quarter", "compared to last year")
Specific products, features, or segments
Geographic regions or customer types
Known events or changes

Trust the Process

Complex questions take time to research properly. Research Agent might ask several follow-up questions to make sure it understands what's really happening before giving you an answer.

Understanding Your Results

Main Answer

Your answer appears as a written explanation, similar to what you'd get from an analyst. It includes data, insights, and clear explanations.

Supporting Questions

During research, Research Agent asks targeted questions to gather specific information. You can see these questions, their results, and how they contributed to the final answer.

Evidence Level

Research Agent tells you how confident it is in the answer based on available data:

Strong evidence - Multiple data points all point to the same conclusion
Moderate evidence - Clear patterns but with some gaps
Limited evidence - Initial findings that need more investigation

What If the Data Doesn't Show Everything?

Research Agent is honest about limitations. If your data doesn't contain all the information needed to fully answer your question, you'll be told what's missing and what can't be determined.

When to Use Research Agent

Use Research Agent For:

✅ "Why" questions that need investigation

"Why did customer churn increase?"
"Why is Feature A performing better than Feature B?"

✅ Complex comparisons across multiple dimensions

"Compare our products by region, customer segment, and time period"

✅ Trend analysis that requires context

"What caused the spike in usage last month?"

✅ Root cause investigations

"What's behind the decrease in conversion rates?"

Use Regular Jedify Questions For:

✅ Simple lookups

"What was revenue last month?"
"How many active customers do we have?"

✅ Quick metrics

"Show me top 10 products by sales"

✅ Straightforward comparisons

"Compare this month to last month"

Tips for Success

Start Broad, Then Get Specific

If you're exploring a new area, start with a broader question. Research Agent can then help you understand what specific aspects are worth investigating deeper.

Review the Supporting Questions

The questions Research Agent asks along the way show you the evidence trail. Reviewing these helps you understand how conclusions were reached.

Ask Follow-Up Questions

If the answer raises new questions, just ask them! Each research builds on what came before within your session.

Be Patient with Complex Questions

Thorough research takes time. Questions that require testing multiple explanations or investigating several data sources will naturally take longer than simple lookups.

Frequently Asked Questions

How long does research take? Most research completes in a few minutes. Simple questions may finish quickly, while complex investigations naturally take longer as Research Agent works through multiple angles.

Can I see the raw data? Yes! Each supporting question shows the data that was gathered, including charts and tables where applicable.

What if I want to stop the research early? You can cancel research at any time. Any findings collected up to that point will still be available to review.

Can Research Agent search the web? Depending on your account settings, Research Agent may be able to search for external information like industry trends or competitor news to provide fuller context.

How is this different from regular questions? Regular questions give you direct answers to specific queries. Research Agent explores complex questions from multiple angles, tests different explanations, and provides comprehensive analysis—like having a data analyst investigate for you.