Quick Start Guide

Your First Research in 3 Minutes

This guide walks through a typical research task. By the end, you'll have a complete intelligence report on a prospect.

Step 1: Complete Your Industry Setup (30 seconds)

When you first sign in, you'll complete a three-step setup:

1. Select your industry (e.g., "Wealth Management")
2. The system loads templates for prospect profiling, lead qualification, and list identification
3. Accept the recommended settings (you can customize later in preferences)

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

Step 2: Start Your First Research (30 seconds)

After setup, you'll land on the main interface. The dropdown selector shows "Prospect Research" as the active mode, meaning the AI will generate detailed profiles.

Type your query in natural language:

"Research Marc Benioff including his business holdings and philanthropic activities"

Press Enter. The system searches multiple sources, cross-references data, and structures the findings. See the research process for details on how this works.

Step 3: Review Your Intelligence Report (2 minutes)

Within 30-60 seconds, you'll see a structured report with:

• Organized sections with bold headers for scanning
• Financial breakdown including stock holdings, private company ownership, and real estate
• Clickable source citations for every data point
• Contextual insights like recent developments, investment patterns, and conversation starters

Understanding What Just Happened

Behind the scenes, NewBizBot ran 15-20 parallel searches and processed roughly 20,000 words of source material in 30-60 seconds. The AI evaluated source credibility, resolved conflicts, and applied wealth-management-specific logic to surface relevant financial indicators.

Your research is saved automatically. Access it anytime via the sidebar or with G then H to open Recent Activity.

Next Steps

From here, you can:

• Find contact information by clicking the "Find email address" button below the research results
• Switch to Lead Qualification to evaluate multiple prospects against your criteria
• Go to Grid Workspace to process multiple entities in batch

Keyboard Shortcuts

See the full list in our keyboard shortcuts guide.