Frame the question
The open question is made precise: what exactly needs to be decided?
Research Agent: Research with sources for specific decisions.
The Research Agent searches approved sources, summarises information and prepares decisions. Statements are meant to be linked to the sources used. The judgement remains yours.
In short: Finding, reviewing and classifying sources and preparing them for a decision is done by hand today – between daily business and meetings. That is why many questions remain unanswered. The agent brings together internal and approved external sources, condenses long texts to the essentials and compares options. It provides a basis for your judgement, not a replacement for it.
Starting point
Where time is lost today.
- Research interrupts your workFinding and reviewing sources happens between meetings – or not at all.
- A list of links instead of a basisResults end up as open tabs, not as a basis for decisions.
- Unclear originLater, nobody knows where a statement came from.
- Not repeatableThe same question is researched from scratch the next time.
How it works
What the solution does, step by step.
Gather sources
Relevant internal and approved external sources are brought together.
Check and classify
Statements are linked to their sources – anything unsupported is marked as open.
Condense
The essentials are summarised and options are compared.
Hand over
The prepared material goes to the decision-maker with a list of sources.
Before – after
What changes in day-to-day work.
Examples from the workflow – no percentages, as only a measurement in your business can provide those.
| Situation | Today | With the solution |
|---|---|---|
| Search | Hours spent in search results and open tabs | The question is worked through in a structured way |
| Sources | Important sources are overlooked | Sources are brought together and named |
| Result | Without evidence or context | Summary with a list of sources |
| Decision | Gets postponed because the basis is missing | Options are set out side by side for comparison |
Benefit
What this use case improves.
Research sources
Internal storage and approved external sources are searched.
Summarise
Long documents and articles are condensed to the essentials.
Provide traceable evidence
Statements are designed to be traceable back to the source used.
Prepare decisions
Options and arguments are compared rather than just collected.
In action
What working with it looks like.
Sample images from our visual library – the interfaces shown are illustrations, not client data.
Responsibility
What stays with people.
The judgement. The agent provides the basis with sources and options – the decision is yours.
The solution prepares, sorts and hands over – your staff make decisions and grant approvals, following rules you set.
Systems & integrations
Where the solution connects.
For example – what exactly gets connected depends on interfaces and permissions and is checked in the AI potential assessment.
- Internal storage
- DMS
- SharePoint
- Specialist databases
- Approved websites
- Newsletters / feeds
- Microsoft 365
- Google Workspace
Building blocks & products
The technology behind it.
Solution building blocks are the technical components of the Swiss AI Platform, combined by process.
Research & analysis
Bring sources together, check them, condense them.
View building blockRAG / knowledge systems
Prepare answers from internal documents, with sources.
View building block
Control, data & operation
Control stays part of the system.
Depending on the product and interfaces, we run the solution on your premises, in a Swiss cloud or as a combination. Before the pilot, we clarify data flows, access rights and compliance requirements. Background: Private AI and On-premise & hybrid (running on your own servers or a mix of both).
| Topic | Implementation |
|---|---|
| Data | Internal and approved external sources; you decide which ones – deliberately kept small in the pilot. |
| Approvals | The prepared material goes to the decision-maker; it is passed on after the intended review. |
| Roles & permissions | Who approves sources, who starts research, who sees results – according to your roles. |
| Logging | The question, sources used, attribution of statements and open points are documented. |
| Operating model | Running on your own servers, in a private cloud or a mix; data flows and model access are defined in the project. |
Industries
Where this use case is typical.
- Accounting & fiduciary
- Manufacturing
- Healthcare
- cross-industrythe workflow is not tied to a single industry
Standard approach
How a trial run (pilot) can start.
The pilot does not cover the whole process straight away. We pick a clearly defined part, set approvals and success criteria and test it with real data and the people who work with it. This approach is the same for every use case.
- Choose a processA clearly defined part of the workflow that takes up time today and can be measured.
- Clarify data and systemsWhich data, which interfaces, which permissions – and what is missing.
- Implement a defined workflowWith defined approvals and success criteria, not the whole process at once.
- Measure in real operationWith real data and the people who work with it; then expand or stop.
Related use cases
Related pages.
Frequently asked questions
Frequently asked questions: Research Agent
How reliable are the results?
The agent is designed to name its sources so that statements can be checked. It doesn’t replace your judgement; it prepares a basis for it.
Which sources does the agent use?
Internal storage and approved external sources. You decide which ones specifically – in the pilot, the range of sources is deliberately kept small.
How does a pilot start?
With an AI potential assessment. Then a typical research task is selected, tested and only extended after clear approval.
Which companies is this use case suitable for?
Companies where decisions regularly need sound research – management, subject-matter leads, accounting and fiduciary firms, purchasing, product development.
Next step
Check this task for your business.
Describe your current workflow in two sentences. We check the benefit, data situation, integration effort and risks and show whether a product, a solution building block or a custom solution makes sense.