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
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?”
- “Compare our products by region, customer segment, and time period”
- “What caused the spike in usage last month?”
- “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?”
- “Show me top 10 products by sales”
- “Compare this month to last month”