Reviewing research results

Once a client research record completes, you can inspect its results from the run detail page. These include the individual items of intelligence, the propensity score, and the narrative report.

Opening a client's research record

1. Go to Research runs and select a completed run.
2. Click a client's name in the client list on the left.
3. The right panel shows that client's research record.

The inspector panels

The inspector has three tabs:

Intelligence tab

Shows all extracted items grouped by topic (Technology fit, Budget signals, Buying team, etc.). Within each topic, items are ordered by confidence, highest first.

Each item shows:

• The claim.
• The source URL.
• A confidence bar.
• Action buttons: mark as incorrect, mark as key.

You can filter by topic and by confidence threshold.

Report tab

Shows the narrative report: a structured prose document synthesised from the items. The report is organised into sections that map to the methodology topics.

The report is read-only in the inspector. You can share a link to it or export it as markdown.

Score tab

Shows the propensity score with a full breakdown:

• Overall score (0-100).
• Score per topic, with the weight applied.
• Score per criterion within each topic.
• A brief rationale for each criterion score.

Acting on results

After reviewing, you can:

• Mark items as incorrect: removes them from scoring. Useful when the agent has mistakenly attributed something to the wrong company.
• Mark items as key: surfaces them in the report header and outreach draft.
• Draft outreach: opens the outreach draft, pre-populated with the client's name, top items, and a personalised message.
• Add notes: attach free-text notes to the client research record for internal context.

Filtering and grouping

The intelligence panel has filters for:

• Topic: show items for one or more topics.
• Confidence: show only items above a threshold.
• Flagged: show only key items or only incorrect items.

See also: propensity scoring, outreach drafts.