Recent Activity (Search History)

When You Need Research From Last Week

Marcus, a PE associate, is on a call about Acme Corp when the partner asks, "Didn't we research a similar company in Utah last month?" Marcus presses G + H, types "Utah manufacturing," and finds the Wilson Industrial profile from 3 weeks ago—complete with financials, ownership structure, and acquisition comps. The meeting continues without missing a beat.

This is Recent Activity: Your searchable archive of every NewBizBot research session, designed for quick reference and building on past work.

[SCREENSHOT: Recent Activity page showing chronological list with search bar and preview panel]

Common Use Cases

Find Research You Already Did

Scenario: Before starting prospect research, check if you've already researched this company or person.

How: Click "Recent Activity" in sidebar or press G + H, then search by company name, person, or topic.

Example: Type "renewable energy" → see all past sessions on renewable companies, individuals, or market research.

Why it matters: Avoid duplicating work. If you researched "Tesla" 2 weeks ago, you can review that profile instead of re-running the search.

Build on Previous Investigations

Scenario: Your initial research on Company A mentioned Competitor B. Now you want to research Competitor B.

How: Open your Company A session, scroll to "Related Entity Suggestions" at the bottom, click the suggested Competitor B link.

Example: You researched "SpaceX" yesterday. The results mentioned Blue Origin and Virgin Galactic. Click those suggestions to research them next.

Result: Systematic competitive intelligence—research one company, discover 5 competitors, research all of them.

Prepare for Client Meetings

Scenario: Client meeting in 10 minutes. You researched this client last month but need to refresh.

How: Search Recent Activity for client name, review the full findings in the preview panel.

Example: Search "Jennifer Martinez" → pull up the prospect profile from last month showing net worth, board affiliations, and philanthropic interests. Review key points before the call.

Time saved: 45 seconds to retrieve vs. 10+ minutes to re-research.

Track Research Over Time

Scenario: You're monitoring a target company's developments over several months.

How: Use date filters to find all research on that company across different time periods.

Example: Filter "Tesla" + "last 90 days" → see 3 separate research sessions from March, April, and May. Compare findings to spot changes in leadership, financials, or strategy.

Key Features

Search across all sessions: Type company names, topics, or keywords to find relevant research instantly.

Preview panel: Click any session to see the full Final Answer with all sources and formatting intact.

Related entity suggestions: Every session shows follow-up research opportunities—companies, people, or markets mentioned in the results.

Date and configuration filters: Find sessions by time period ("last week") or research type ("Lead Qualification" vs "Prospect Research").

Quick Access from NewBizBot

• Open NewBizBot and click the View all control in the Recent Activity header to jump straight into the paginated search selector—no need to detour through the dedicated history page.
• The selector now expands to the full chat width, matching the workspace experience and supporting combined search + grid history.
• Keyboard workflow stays consistent: press S to open/close the selector, use number keys (1–9) to activate the highlighted items, and ← / → to paginate without touching the mouse.
• When the selector is open it replaces the horizontal card scroller, letting you focus on the filtered results and select exactly what you need.

Best Practices

Before new research: Search your history to avoid duplicate work. You may have already researched this entity.

After each session: Scan "Related Entity Suggestions" at the bottom. Click promising entities to continue your investigation.

Weekly habit: Review past week's research to spot patterns, identify gaps, or find cross-references between different projects.

Long-term projects: For deal processes or client relationship building, filter by client name to see all related research chronologically—builds cumulative intelligence.

Recent Activity transforms NewBizBot from single-query research into a growing intelligence database. Every search adds to your knowledge base, and past research becomes increasingly valuable as connections emerge across sessions.