Sharing Research with Your Team

Learn how to share your NewBizBot research findings with teammates, clients, and collaborators using secure public links.

NewBizBot's share feature allows you to create public links for your research that can be accessed by anyone without requiring them to have a NewBizBot account. This makes it easy to collaborate with teammates, share findings with clients, or include research in presentations and reports.

Individual Research (Single Search):

Share one specific research result—for example, your profile of "Tesla Inc."
Perfect for sharing a single prospect profile, company analysis, or market insight
Recipient sees the complete results from that one query

Collection of Research (Thread List):

Share multiple related searches as a comprehensive package
Example: You researched 5 competitors (Tesla, Rivian, Lucid, NIO, Fisker) using Lead Qualification—share all 5 as one collection
Perfect for industry reports, competitive landscapes, or comprehensive prospect packages
Recipient sees all related research results in one organized view

When to use each:

Single search: "Here's the prospect profile you asked for"
Thread list: "Here's our complete competitive analysis of the EV market" (includes 5+ companies)

Step 1: Navigate to Your Research History

Click "Recent Activity" in the left sidebar of NewBizBot
This opens your search history page showing all your past research

Browse through your research history to find the specific search result you want to share. Each item shows:

The original query you asked
When the research was conducted
The configuration used (like "Prospect Research" or "Lead Qualification")

Click the Share button next to the research item you want to share
Select "Create Share Link" from the dropdown menu
The link is automatically copied to your clipboard
You'll see a confirmation message that the share was created

Step 4: Distribute the Link

Paste the link anywhere you need to share it:

Email to teammates or clients
Slack or Teams messages
Include in presentations or documents
Add to project management tools

Example message:

Hi team, here's the research on TechCorp I completed for the pipeline review:
https://newbizbot.com/share/search/abc123def456

Key findings show strong growth in their target market. Let's discuss in tomorrow's meeting.

What Your Shared Research Looks Like

When someone clicks your share link, they see a clean, professional webpage containing:

Research Content

The original query as the page title
Complete research findings with all formatting, bullet points, and structure intact
All source links remain clickable for fact-checking and deeper investigation
Publication date showing when the research was conducted

Professional Presentation

Clean, mobile-friendly design
NewBizBot branding and logo
SEO-optimized for search engines
Call-to-action encouraging viewers to try NewBizBot themselves

Important: The shared page contains no personal information about you - it's completely anonymized while preserving the research content.

Thread lists are collections of related research that you can share as a comprehensive package.

Creating List Shares

Go to your Recent Activity page
Look for thread collections (these appear when you've done multiple related searches)
Click the Share button next to the thread list
Select "Create Share Link"
The link is copied to your clipboard automatically

What List Shares Contain

Shared thread lists show:

List title based on your research theme
Structured data from all the research in that thread
Organized presentation of the collective findings
Publication information and branding

This is perfect for sharing comprehensive research packages like:

Industry analysis reports
Competitive landscape studies
Prospect research collections
Market entry assessments

Managing Your Shares

If you've already created a share for research:

Click the Share button next to that item
Select "Copy Link" to get the URL again
The existing link is copied to your clipboard

Revoking Shares

You can instantly revoke access to any shared research:

Click the Share button next to the shared item
Select "Revoke Share" from the dropdown
Confirm the revocation in the dialog box
The link immediately becomes inaccessible - anyone trying to access it will see a "not found" page

When to revoke shares:

Deal or project has been canceled
Confidential information needs to be withdrawn
Research is no longer current or accurate
Team member has left the organization

Team Collaboration Best Practices

Internal Team Members:

Share individual research for specific projects or deals
Include context about why the research is relevant
Specify any follow-up actions needed

Client Communications:

Share comprehensive research to demonstrate thoroughness
Choose research that directly supports their business objectives
Include professional context in your communication

External Partners:

Share relevant market intelligence that benefits mutual projects
Be selective about confidential or competitive information
Consider revoking access after project completion

Provide Context:

Team - Research on ABC Corp for the Q3 pipeline review:
[Share Link]

Key insights: Strong revenue growth (40% YoY) but facing regulatory challenges in EU market. 
Please review before Friday's investment committee meeting.

Set Expectations:

Explain what the research covers
Mention any limitations or caveats
Indicate timeline for when they should review it

Follow Up:

Ask for feedback or questions after they've reviewed
Use shared research as basis for team discussions
Reference specific findings in meetings

Security and Privacy Considerations

What's Safe to Share:

✅ Research findings and analysis
✅ Source links and citations
✅ Company and market information
✅ Public data and insights

What's Protected:

❌ Your personal information never appears
❌ Account details remain private
❌ Internal NewBizBot data stays secure
❌ Other users' research is never accessible

Best Practices:

Regularly review and clean up old shares
Revoke shares when projects end
Only share research relevant to the recipient
Consider the sensitivity of information before sharing

Troubleshooting Common Issues

Share button not appearing:

Make sure you're signed into your NewBizBot account
Only your own research can be shared

Link not working:

Check if the share has been revoked
Verify you're using the complete URL
Try copying the link again from NewBizBot

Content looks different:

Shared research is formatted for public viewing
Some interactive elements may not be available
All source links should still work

The share feature makes NewBizBot research collaborative by default - turning your individual insights into team intelligence that drives better business decisions.

Sharing Research with Your Team

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