Deep Research Agent

Deep Research Agent in Egnyte helps users dive deeper into complex topics and understand detailed information. It gathers data from multiple sources, analyzes it, and presents clear insights. 

Whether it’s understanding a complicated subject, reviewing detailed documents, or preparing for an important decision, the agent works in the background to bring together relevant details that might otherwise take hours to compile manually.

The agent can draw from Egnyte content and web sources to carry out in-depth research on a chosen subject. It is well-suited for creating research reports, summarizing market trends, or finding similar documents.

Access Deep Research Agent

Users can access the agent from the contextual entry point or from the Copilot Hub -> Agents -> Deep Research Agent.

Use Deep Research Agent

1. Access the deep research agent and click on the Agent Name.
   
   
2. By default, all files and folders in Egnyte that the user has access to are selected as the source. 
   
   
   • The user can select specific files and folders in Egnyte as the agent source(s). Click on the Add specific files and folders button, select up to 20 items, and click on Continue.
      
   • Users can also choose to enable Web search by turning the toggle on..
     
   • To select specific web sources, click on Add more websites. Type the URL and press enter. Click on Add more websites option again to add another web source. Click on x for any of the entered web sources to remove it.
     
     
     The input box will display the selected source(s).
     
   • After selecting the source(s), enter the prompt or provide audio input for the agent. Users can choose to:
     • Improve the prompt
     • Use existing prompts from the Prompt Library
     • Include file(s) using the + icon
       
       

       Once the user begins the interaction with the agent, the sources section will collapse. Users will not have the option to change their source(s) during a specific interaction. They can choose to start a new chat and re-select the source(s), if needed.

3. The agent will begin its research and the users will be able to view the progress in associated phases. The first is the planning phase.
   
4. Once the planning is complete, the agent offers options to either refine the plan or start the research. Users can click Edit plan to provide a prompt for improvements, or Start research to begin the process.
   
5. The agent will then move to the next phase, Research Sources. It will analyse and conduct research using the sources selected by the user. Depending on the number of sources, this process may take some time. Users can either stay on the page or continue with other activities, as the research will run in the background. A notification will be sent once the results are ready.
   
   
6. Once the research sources phase is complete, the agent moves to the next phase, which is Analyze Results.
   
7. The agent will create the research report after analyzing the results. The user can choose to view all the steps covered in the research under Response Progress.
   

The users can continue to interact and ask follow-up questions as required. To initiate a fresh Research users should choose to start a new chat. Users can also access historical records as available for all the Egnyte Agents.