Research Agent - First Touch Help Documentation

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

How it Works

The agent runs a research question, then makes the result available to later steps.

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.

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

Only one research agent can be added per branch.