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Generate Research Report

Conduct deep research on any topic with web access and generate comprehensive, well-sourced reports.
Premium Feature: This performs extensive, deep research across many sources. It’s significantly more expensive than other AI services but provides the most thorough, well-researched content with citations.
When to Use: Reserve this for deep account research, competitive intelligence on prospects, industry analysis for territory planning, or comprehensive company due diligence before major deals. For simpler prospect research, use generateText with web search instead.

When to Use This vs Other Tools

Use Generate Research For

  • Deep account research for enterprise deals
  • Competitive analysis of prospect’s competitors
  • Industry trend analysis for territory planning
  • Company due diligence before major contracts
  • Multi-faceted prospect intelligence
  • Research reports requiring citations

Use Generate Text Instead For

  • Quick prospect company news
  • Single-topic inquiries (funding, leadership)
  • Personalized outreach generation
  • Simple lead qualification
  • High-volume enrichment workflows

Method

services.ai.generateResearch(params)

Parameters

query
string
required
The research question or topic to investigate

Returns

Returns a Promise with:
content
string
required
The comprehensive research report
usage
object
required
Token usage statistics
cost
number
required
The cost in USD for this research request

Examples

Deep Account Research

// Comprehensive research on a high-value prospect
const companyName = ctx.thisRow.get("Company");

const result = await services.ai.generateResearch({
  query: `Conduct comprehensive research on ${companyName} including:
  - Recent news and developments
  - Financial performance and funding
  - Key executives and decision makers
  - Product offerings and market position
  - Growth indicators and expansion plans
  - Potential pain points our solution could address`
});

ctx.thisRow.set({ 
  "Account Research": result.content,
  "Research Cost": result.cost 
});

Industry Analysis for Territory Planning

// Research an industry to prioritize prospects and tailor messaging
const industry = ctx.thisRow.get("Target Industry");

const result = await services.ai.generateResearch({
  query: `Analyze the ${industry} industry including:
  - Market size and growth trends
  - Major players and market share
  - Common challenges and pain points
  - Technology adoption trends
  - Buying patterns and decision-making processes`
});

return result.content;
// Comprehensive report to inform sales strategy

Competitive Intelligence on Prospect’s Market

// Research a prospect's competitive landscape
const company = ctx.thisRow.get("Company");
const industry = ctx.thisRow.get("Industry");

const result = await services.ai.generateResearch({
  query: `Analyze the competitive landscape for ${company} in the ${industry} space:
  - Who are their main competitors?
  - What is ${company}'s market position?
  - What are their competitive advantages and weaknesses?
  - How might they be evaluating solutions like ours?`
});

ctx.thisRow.set({ "Competitive Analysis": result.content });

Use Cases

Prospect’s Competitive Landscape Analysis

async function analyzeProspectCompetitors(companyName: string, industry: string) {
  const result = await services.ai.generateResearch({
    query: `
      Analyze the competitive landscape for ${companyName} in ${industry}:
      - Who are ${companyName}'s main competitors?
      - What is ${companyName}'s market positioning?
      - Key differentiators and competitive advantages
      - Potential pain points and challenges
      - How this affects their buying priorities
      - Opportunities for our solution
    `
  });
  
  return {
    report: result.content,
    cost: result.cost
  };
}

Enterprise Deal Due Diligence

async function enterpriseDealResearch(company: string) {
  const result = await services.ai.generateResearch({
    query: `
      Conduct due diligence on ${company} for a potential enterprise deal:
      - Financial health and stability indicators
      - Recent funding rounds and investor sentiment
      - Leadership team and key decision makers
      - Company culture and employee satisfaction
      - Technology stack and current vendors
      - Potential risks or red flags
      - Buying signals and readiness indicators
    `
  });
  
  return result.content;
}

Best Practices

Specific Questions: The more specific your research query, the more focused and useful the report will be. Include specific aspects you want covered.
Cost Management: Research reports are expensive due to extensive web searching and analysis. Use them for important research needs, not casual questions.
Report Quality: Research reports include citations and sources from the web, making them more reliable than standard text generation for factual information.