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Get sourced briefs with the Research Agent

Connect a web search provider, ask a question or name a company, and get back a short brief where every claim has a source. Run it on demand, on a schedule, or before a call.

What the Research Agent does

A Research Agent searches the web, reads the pages it finds and writes a brief. Every claim in the brief needs a source. If it can’t find something, it says so instead of guessing.

It talks to nobody. Its briefs are read by you and by your other agents. It can:

  • prepare a brief on a contact before a Telecaller dials,
  • watch competitors or a market on a schedule,
  • write findings back into a Nest record,
  • give the Marketing Agent facts to write from.

Open it at https://tron.oroe.ai/t/research_agent.

Before you start: connect a search provider

The Research Agent needs an Exa or Tavily key.

  1. Open Settings in the Research Agent sidebar, or go to https://tron.oroe.ai/t/research_agent/settings.
  2. On the Search providers tab, enter an Exa API Key or a Tavily API Key (alternative).
  3. Select Save Changes.

A saved key is never shown again. Leave the field blank to keep it.

Create a Research Agent

  1. Go to https://tron.oroe.ai/t/research_agent/agents and select New Agent.
  2. Pick a Purpose preset (optional): Prospect brief, Competitor watch, Market scan, Vendor due diligence or Content research.
  3. Write the Persona / System Prompt: what to find and who reads it.
  4. In Research Agent settings, pick the Search provider that matches your key: exa or tavily.
  5. Select Save Agent.

Ask for a brief

  1. Open the Research Agent Overview.
  2. Under Research something, choose the Agent.
  3. Enter a Subject: a company, person, market or URL.
  4. Optional: add Context (optional), such as why you need it and what to focus on.
  5. Select Start research.

The run appears under Research runs. When it finishes, the brief appears under Briefs.

Read your briefs

Open Briefs at https://tron.oroe.ai/t/research_agent/briefs. Each brief shows its Title, Template, Agent, Sources, Confidence and when it was Written. Search by title or filter by agent. Open a brief to read it with its list of Sources.

Research Agent settings

Setting What it does
Search provider exa or tavily.
Output The brief’s shape: prospect brief, company profile, competitor watch, market scan or custom.
Custom template (markdown) Your own layout, used when Output is custom.
Languages Write briefs in these languages. The first one wins. Empty means English.
Only these domains / Never these domains Which sites it may, or may never, read.
Personal data What it may collect about people: b2b only, public profiles or none.
Require citations The brief is refused if a claim has no source. On by default.
Reuse a brief younger than (days) Before a call, a recent brief on the same contact is reused instead of researching again.
Max searches per run / Max pages fetched per run / Token budget per run Hard limits on each run. See Usage and limits.
Schedule (cron) / Schedule timezone Run on its own (below).

Run it on a schedule

Use Schedule (cron) to run the agent regularly, for example a weekly competitor watch.

  • Enter a five-part cron expression, such as 0 9 * * 1 for Mondays at 09:00.
  • Set Schedule timezone, for example Europe/Berlin.
  • Leave Schedule (cron) blank for on-demand only.

Note A schedule can run at most once an hour. Each run searches the web and uses the model, so pick a fixed minute.

Brief a contact before a call

  1. Open a Telecaller agent in the builder.
  2. In Telecaller settings, choose your Research Agent under Research before calls.
  3. Select Save Agent.

Before workflows and campaigns dial, the Research Agent prepares a brief on each contact. The Telecaller gets it as background for the call.

Was this helpful? Tell us what’s missing with the feedback button in any module, or email support@oroe.ai.