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Use Research Agent to gather context about a contact or company before outreach.

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How it Works

The advanced Research Agent runs up to five questions, with up to 200 words per question. The single-question Research Agent uses the saved Knowledge Base Web Research question as its initial value; advanced research manages its own questions.

Define the Question

Choose a predefined question or add a custom one.

Autonomous Search

The agent gathers publicly available context relevant to that question.

Use the Result

Use the result in later messaging or review it during preview.

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Use a Named Output in Messaging

The advanced Research Agent lets you label each question’s output and use the result in later messaging.
  1. Place the Research Agent before the message that needs its result.
  2. Choose or write a research question. Edit its output label to make the result easy to recognize, such as Cloud providers.
  3. Save the step, then open the later message’s variable menu.
  4. Select the research output from the Flow group. Use the inserted token rather than typing the label as a placeholder.
  5. Preview the research and the message for a sample contact before publishing.
For example, a custom question could be:
The output label and stored variable name are separate. Labeling a result Cloud providers does not mean its token is {Cloud providers} or {hyperscaler}. Results are available to later steps on the same execution path, not to earlier steps or a separate sibling branch. Research generates findings from available information. It does not import or preserve a custom column from your CSV, and an unknown result is not evidence that a company uses no cloud provider. Review findings before using them as factual claims in outreach. See Variables and Personalization for built-in fields, HubSpot properties, and research-output differences.

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Preview and Limits

When reviewing Web Research for a Flow Enrollment, an existing saved custom question takes precedence over the Knowledge Base default. Opening the Web Research tab loads that enrollment’s saved result; switching enrollments clears the previous result and cancels the previous request.

Preview

Preview the output before publishing when you want to inspect the quality of the research question.

Branch Limit

Only one research agent can be added per branch.
The branch limit controls how many Research Agent steps can be placed on one branch. It does not limit the card to one question.