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How to Use Research Mode
How to Use Research Mode

The video demonstrates Team AI's "Research Mode," which uses chain-of-thought thinking and built-in tooling to execute complex multi-step tasks.

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Written by Christopher Varner
Updated over a week ago

Research Mode in TeamAI is a powerful feature that streamlines the process of gathering information, analyzing data, and creating comprehensive reports. This article will guide you through using Research Mode to generate detailed, well-sourced reports with minimal effort.

By following these instructions, you'll be able to perform research tasks that previously required multiple complex prompts, all with a single straightforward request.

Materials or Requirements

To follow this guide, you'll need:

  • An active TeamAI account

  • Access to the TeamAI platform

  • A specific research question or topic you want to investigate

  • (Optional) Internal documents or data stores for the AI to reference

Step-by-Step Instructions

1. Accessing Research Mode

Research Mode is easily accessible from the main chat interface and requires just one click to activate all the necessary tools.

  • Navigate to the bottom of the chat interface in TeamAI

  • Locate the mode selection area (where you can switch between different modes)

  • Click on "Research" to activate Research Mode

When you select Research Mode, TeamAI automatically configures the appropriate model and enables all the necessary tools for comprehensive research. This eliminates the need to manually configure these settings, saving you time and ensuring optimal performance.

2. Formulating Your Research Query

The key to getting valuable results from Research Mode is formulating a clear, specific query that outlines exactly what information you need.

  • Type your research question or request in the chat box

  • Be specific about what information you're seeking

  • Include details about the desired format of the response (report, email, summary, etc.)

  • Send your query to initiate the research process

Example queries might include "Research today's AI news and give me a detailed report and an email for my boss" or "Gather Tesla stock information and give me a report for the last twelve months."

3. Understanding the Research Process

Once you submit your query, Research Mode begins a structured approach to gathering and analyzing information. Understanding this process helps you interpret the results better.

  • Watch as TeamAI creates a research plan with specific steps

  • Observe as it identifies what information it needs to gather

  • See how it executes each step of the plan sequentially

  • Notice how it may perform multiple searches to get comprehensive information

Research Mode uses "chain of thought thinking," meaning it breaks down complex research tasks into logical steps and executes them in sequence. This transparent process allows you to see exactly how the AI is approaching your research question.

4. Reviewing Internal and External Sources

Research Mode intelligently prioritizes information sources, checking your internal documents before searching the web.

  • Notice that TeamAI first checks any internal data stores you've uploaded

  • Observe as it transitions to web searches when necessary

  • See how it gathers information from multiple sources for a comprehensive view

  • Watch as it synthesizes information from various sources

This hierarchical approach ensures that your proprietary information is consulted first, potentially saving time and providing more relevant results. It then supplements this with external information as needed.

5. Receiving and Using Your Research Results

The final step is receiving your research results in the format you requested and putting them to use.

  • Review the comprehensive report provided by Research Mode

  • Note the citations and sources included in the report

  • Use the formatted content (like the email to your boss) as needed

  • Ask follow-up questions if you need additional information

Research Mode not only gathers information but also organizes it into the specific format you requested, such as a detailed report, executive summary, or email. This saves you the extra step of reformatting the information for your specific needs.

Tips and Warnings

Tips:

  • Be specific about both the topic you're researching and the format you want the results in

  • Include time frames when relevant (e.g., "news from the past week" or "stock performance over 12 months")

  • Use Research Mode for complex queries that would typically require multiple searches

  • Take advantage of the ability to request specific formats like emails or reports

  • Review the research plan created by TeamAI to understand its approach to your query

Warnings:

  • Research Mode may take longer than standard queries due to the comprehensive nature of its search

  • Results are only as good as the sources available - very recent or obscure topics may have limited information

  • Internal document searches only work if you've previously uploaded relevant documents to TeamAI

  • Very broad queries may result in generalized information - narrow your focus for more specific insights

  • Always verify critical information, especially for time-sensitive or high-stakes decisions

Conclusion

Research Mode in TeamAI represents a significant advancement in AI-assisted research and report generation. By automating the complex process of information gathering, analysis, and synthesis, it allows you to obtain comprehensive, well-structured reports with minimal effort. What previously required multiple complex prompts and custom plugins can now be accomplished with a single request.

This feature is particularly valuable for staying updated on current events, analyzing market trends, or quickly compiling information for stakeholder communications. The ability to automatically format results as emails, reports, or summaries further streamlines your workflow, saving valuable time that can be better spent on analysis and decision-making.

As you become more familiar with Research Mode, you'll likely discover new applications and refinements to your queries that yield even more valuable insights.

Frequently Asked Questions

Q: How does Research Mode differ from standard chat in TeamAI? A: Research Mode uses chain of thought thinking and automated tooling to break complex research tasks into steps, search multiple sources, and synthesize information in a way that standard chat cannot.

Q: Can Research Mode access my company's internal documents? A: Yes, Research Mode first checks your internal data stores before searching the web, provided you've uploaded documents to TeamAI previously.

Q: How detailed should my research query be? A: Your query should clearly state what information you need and in what format, but doesn't need to be overly complex. Research Mode will develop its own detailed plan.

Q: How long does Research Mode typically take to complete a query? A: Research Mode may take longer than standard queries because it's performing multiple searches and synthesizing information, but the exact time depends on the complexity of your query.

Q: Does Research Mode provide citations for its information? A: Yes, Research Mode typically includes citations in its reports, allowing you to verify information and explore sources further if needed.

Q: Can I use Research Mode for specialized topics in my industry? A: Research Mode can handle a wide range of topics, from general news to specialized industry information, though the quality of results depends on the availability of relevant information online and in your internal documents.

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