Quick Start Guide

Your First Research in 3 Minutes

Whether you're a wealth manager researching high-net-worth prospects, an investment banker sourcing deals, a private equity professional conducting due diligence, or a recruiter identifying executive candidates – NewBizBot transforms hours of manual research into minutes of automated intelligence gathering. Let's walk through your first research task to see how the platform delivers comprehensive business intelligence instantly.

Step 1: Complete Your Industry Setup (30 seconds)

When you first sign in to NewBizBot, you'll be guided through a three-step configuration that tailors the AI to your specific needs. Select "Wealth Management" as your industry focus, and the system automatically loads research templates optimized for prospect profiling, lead qualification, and list identification. The setup wizard will pre-configure data dimensions relevant to wealth management, including net worth analysis, investment holdings, board affiliations, and philanthropic interests. Accept the recommended settings to proceed quickly, knowing you can customize them later through the preferences menu.

[VIDEO: 3-step onboarding flow from industry selection to configuration completion]

Step 2: Start Your First Research (30 seconds)

After setup completes, you'll arrive at the main NewBizBot interface where the real magic happens. Notice the dropdown selector at the top of the chat interface showing "Prospect Research" as your active mode. This means the AI is already configured to generate comprehensive profiles. Simply type your research query in natural language, such as "Research Marc Benioff including his business holdings and philanthropic activities" and press Enter. The system immediately begins gathering intelligence from multiple sources, cross-referencing information, and structuring findings. Learn more about the research process to understand how NewBizBot delivers such comprehensive results.

[SCREENSHOT: Main interface with configuration dropdown showing "Prospect Research" and example query typed in input field]

Step 3: Review Your Intelligence Report (2 minutes)

Within 30-60 seconds, you'll see a structured intelligence report appearing in real-time. The report organizes information into clear sections with bold headers for easy scanning. You'll find detailed coverage of personal net worth broken down by asset class, including public stock holdings with current valuations, private company ownership with revenue estimates, and real estate holdings with locations. Each data point includes clickable source citations, allowing you to verify information or dive deeper into specific areas. The system provides not just raw data but contextual insights, such as recent business developments, investment patterns, and potential conversation starters based on personal interests and philanthropic causes.

Understanding What Just Happened

Behind the scenes, NewBizBot executed 15-20 parallel searches, processing approximately 20,000 words of source material to deliver your intelligence report. The AI evaluated source credibility, resolved conflicting information, and structured everything into an actionable briefing—all in 30-60 seconds. The system applied wealth management-specific logic to identify relevant financial indicators and relationship opportunities. Your research is automatically saved to your history, accessible anytime through the sidebar or by using the keyboard shortcut G then H to navigate to your search history.

[SCREENSHOT: Final intelligence report with annotations highlighting source citations, structured sections, and key data points]

Your Next Actions

Now that you have your first intelligence report, you can build on this foundation. Use the follow-up capability to ask specific questions about the research, such as "What are the tax implications of their current holdings?" or "Identify potential wealth management opportunities based on this profile." Switch to "Lead Qualification" mode using the dropdown selector to evaluate multiple prospects against your specific criteria simultaneously. For broader business development, try "List Identification" mode to discover directories of similar high-net-worth individuals in your target market.

Keyboard Shortcuts for Power Users

Master these shortcuts to accelerate your workflow: Press T to toggle voice recording for hands-free queries, E to edit your input, R to run your query, and Cmd+K (or Ctrl+K on Windows) to access the command palette for quick navigation. Navigate between pages using G followed by another key: G then W for workspace, G then H for history, G then P for prompt configuration, and G then S for preferences. For a complete list of shortcuts, check our keyboard shortcuts guide. The system remembers your preferences and learns from your usage patterns to provide increasingly relevant results.

Ready to transform how you gather business intelligence? Start with a real prospect query and experience the power of AI-driven research.