AI Research Agent
Gathers data from your sources, analyses it, and returns a decision-ready brief
Manual research eats hours and ends in a file nobody opens. This agent runs a fixed method: a source list you approve, one normalised table, an executive summary, then a scheduled re-run with the same method so you see change rather than a single snapshot.
A business research agent that gathers information from the sources you define (public pages, your sheets, your internal reports), organises it into one table, and extracts findings and patterns in a short brief that cites a source for every number.
New to the concept? Read what an AI agent is, or see how an agent is built, and compare it with the rest of the AI Operations Agents.
The problem it solves
Many internal operations rely on spreadsheets, messages, and manual follow-up scattered across tools. That creates loss, delays, and errors.
The real pain isn't execution — it's the coordination between people and systems: reminding, confirming, routing, logging.
An operations AI Agent owns that thread: receives the task, asks the missing questions, plugs it into the right system, and follows up to completion.
How it works, step by step
- 1Receives the request or event from the channel (form, message, API).
- 2Validates required data and politely asks for what's missing.
- 3Classifies the request by your rules (type, priority, owning team).
- 4Opens a ticket or record in the right tool automatically.
- 5Sends reminders and confirmations to everyone involved.
- 6Routes edge cases to a human owner.
- 7Updates status at every step and closes the task cleanly.
What it does
- Collects data from a source list you define
- Cleans and normalises it into a single table
- Extracts patterns, gaps and outliers
- Writes an executive summary with a source per number
- Compares periods and shows the direction of change
- Re-runs the same research on a schedule to track change
Ideal for
- Strategy teams
- Founders
- Product and marketing teams
Use cases
- Scanning a market or competitor list before a launch decision
- A monthly performance report built from several sheets
- Tracking publicly listed prices or offers on a schedule
- Summarising long internal reports for a decision maker
What we need from you
- The approved source list
- The specific research question
- Required report format
- Run frequency
Channels
Runs mostly inside your tools (internal dashboards, Slack, email, CRM) and can receive from WhatsApp and the website too.
Integrations
Examples (Slack, Notion, Airtable, Google Workspace, automation tools like n8n/Zapier) — actual integrations depend on your stack.
Expected outcomes
- A ready brief instead of scattered manual research
- Every number tied to its source
- Recurring tracking with the same method
Sample conversations
Frequently asked questions
Does it work on WhatsApp and the website at the same time?+
Yes — the assistant runs on the channels where you actually meet customers (WhatsApp, website, Instagram, email) with the same tone and logic, keeping conversation context across them.
How long does setup and launch take?+
Usually days to weeks rather than months, depending on customisation depth and integrations. We start with a clear scope, then expand gradually.
Can it integrate with our CRM or existing tools?+
Yes — we connect it to whatever CRM you use (HubSpot, Salesforce, Zoho, or even Google Sheets) and other tools during implementation, based on your actual needs.
When does it escalate to a human?+
Per the rules we agree on: ready-to-buy lead, special request, sensitive complaint, or anything outside the knowledge base. The final decision always stays with a human.
How is it different from a traditional rule-based bot?+
A traditional bot replies with rigid templates to specific keywords. Our intelligent assistant understands natural language and intent, grounding answers in your knowledge base with real logic and your brand tone.
Does it support Arabic and English?+
Yes — it replies in the customer's language automatically with a consistent professional tone, not raw machine translation but a natural style for each language.
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