Research does not end with the first answer
Open the research chat from the request page or map to refine the result without restating the entire brief. The conversation retains the context of the run and its artifacts.Useful follow-ups
Save findings as records
Records are the durable objects your team tracks after research. A workspace can use different record types for opportunities, properties, owners, contacts, or another business-specific workflow. From a result or map selection, create a record and add it to a project when the finding needs ongoing ownership, status, notes, or collaboration.Save a view
When you repeatedly use the same filters, columns, sort order, grouping, or board layout, save them as a view. Views are available at workspace, team, and project scope.Keep the evidence attached
When handing work to a teammate, share the research request or its artifact rather than copying only the final number. That preserves the brief, data-readiness report, sources, caveats, chat, and generated outputs.Next steps
Records
Track findings as structured workspace records.
Projects
Organize records, chats, updates, and team members.