User Interface Overview

A visual tour of NewBizBot's interface and how to navigate your first research session

Your First 60 Seconds with NewBizBot

You log in for the first time. The interface shows a clean workspace with a configuration dropdown at the top and an input field in the center. You select "Prospect Research," type "Profile the CEO of Wilson Construction including compensation and board affiliations," and press Enter.

Within 47 seconds, you have a comprehensive profile with 18 data points across financial background, board positions, compensation ranges, educational history, and professional network—all with source citations. This is NewBizBot: from question to verified intelligence in under a minute.

[SCREENSHOT: Main interface with Prospect Research selected, showing input field and configuration dropdown]

Main Interface Components

What it does: Selects which AI prompt configuration to use for your research.

Pre-loaded options:

Prospect Research – Comprehensive entity profiles (individuals or companies)
Lead Qualification – Evaluate companies against specific criteria
List Identification – Discover directories containing target entities
Prompt Writing – Meta-tool for creating custom prompts

Quick access: Click the dropdown or press P to open the configuration menu.

[SCREENSHOT: Configuration dropdown expanded showing all available prompts]

2. Workspace Toggle (Top Bar)

What it does: Switches between Research mode (single entity) and List mode (batch processing).

Two modes:

Research mode: Deep investigation of one entity at a time
List mode: Grid workspace for evaluating multiple entities (only available with Lead Qualification and List Identification)

Quick access: Press G + G to jump directly to Grid workspace when available.

[SCREENSHOT: Workspace toggle showing Research/List mode switch]

3. Query Input Field (Center)

What it does: Where you type your research request in natural language.

Accepts:

Natural language queries: "Find substation companies in Arizona with 200+ employees"
Specific entity requests: "Profile Sarah Chen, CEO of TechCorp"
Complex requirements: "Evaluate these 10 companies for revenue over $50M and founder-led ownership"

Quick actions:

Press T to use voice transcription instead of typing
Press E from anywhere to focus and edit the input field
Press Enter to submit your query

[SCREENSHOT: Query input field with sample query and voice input button visible]

4. Results Display

What it shows: Structured research results with expandable sections, source citations, and key insights.

Components:

Final Answer: Summary of findings at the top with key insights highlighted
Tool Calls: Expandable sections showing web searches, data extraction, and analysis steps
Source Citations: Clickable links to verify every data point
Copy & Share buttons: One-click actions for using results

Key features:

All data points include direct source links
Results update in real-time as research progresses
Source verification with single click

[SCREENSHOT: Results display showing Final Answer section, expandable tool calls, and source citations]

Command Palette

Press Cmd/Ctrl+K for instant access to any feature

Search History

Access all past queries and build on previous research

Grid Workspace

Batch process up to 50 entities simultaneously

Prompt Configuration

Customize AI behavior for your industry

Instant Sharing

Generate secure public links from the share menu

Keyboard Shortcuts

Navigate entire interface without mouse

Common Workflows

Research Workflow: Single Entity Deep Dive

Select configuration: Choose "Prospect Research" from dropdown
Enter query: Type specific entity and requirements
Submit: Press Enter or click Submit button
Review results: Expand sections for detailed data, click sources to verify
Take action: Copy findings, share link, or start new related query

Time: 30-60 seconds from query to comprehensive results

Qualification Workflow: Batch Entity Evaluation

Select configuration: Choose "Lead Qualification" from dropdown
Switch to List mode: Click workspace toggle or press G + G
Enter criteria: "Medical device companies in Minnesota, 50-250 employees, not PE-backed"
Review grid: Sort by qualification status, click "Details" for deep dives
Export results: Download qualified entities for CRM or outreach

Time: 1-2 minutes to qualify 20-30 entities

Discovery Workflow: Finding Prospect Sources

Select configuration: Choose "List Identification"
Enter target profile: Describe ideal companies or individuals
Review directories: NewBizBot identifies 70+ databases containing targets
Access sources: Click through to discovered directories
Build prospect list: Expand database with new source leads

Time: 45-90 seconds to discover comprehensive source list

Power User Tips

Essential shortcuts:

Enter – Submit query
Esc – Cancel current operation
E – Focus and edit the current query
Cmd/Ctrl + K – Open command palette
G + G – Jump to Grid workspace
T – Activate voice transcription

See complete keyboard shortcuts guide

Building on Past Research

Every query saves automatically to Search History:

Resume investigations weeks later with full context
Build comprehensive reports from multiple sessions
Track research evolution over time

Verification Best Practices

Always verify critical facts:

Click source citations to review original data
Cross-reference important information across multiple sources
Use NewBizBot's 15-20 searches per query for comprehensive coverage

Next Steps

Master your workflow:

Explore industry use cases for your specific business
Learn keyboard shortcuts for faster navigation
Customize AI prompts for your needs
Use Grid workspace for batch processing

The interface is designed to disappear—you think about your research question, not the tool. Most users complete their first successful research within three minutes of signing in.