Reviewing & Editing Research

After you start a company or product research run, you land on its detail page. This is where you review what the AI produced and refine it before publishing. Reviewing and editing works the same way for both companies and products.

The detail page

The detail page has two panels:

• AI Assistant (left) — a chat panel for interacting with the research agent.
• Research document (right) — the generated profile, shown in an editor.

You can show or hide the AI Assistant panel with the toggle next to the title in the header; your preference is remembered.

Switching between documents

A research profile is made up of more than one document (for example Company Research and Style Guide). When there’s more than one, they appear as tabs above the document. A small dot next to a tab marks a document the agent has updated since you last looked at it.

Working with the research agent

Type into the chat to steer the agent — ask it a question, point out something that’s wrong, or request a rewrite. You direct it between turns: the message box takes your next instruction once the current turn ends. Turns are short and each reports what it changed, so a correction on the next message is enough to keep it on course.

When the agent hands back at a review step, an Approve button appears in the bottom actions bar. Clicking it resumes the run with an approving message, which is quicker than typing one.

The chat title has a session menu with two session-level actions:

• Stop session — ends the agent run and leaves the assistant idle. Your next message starts a new session.
• Restart session — ends the run and immediately starts a fresh one.

Both are confirmed first, because the agent keeps no memory across sessions: the conversation is lost, while everything already written to the research is kept. They act on the session as a whole rather than the turn in flight, so reach for them between turns.

If the connection to the agent drops mid-turn, the page reconnects on its own and replays the conversation — you don’t need to refresh.

Editing research

An unpublished profile opens in edit mode automatically, so you can work alongside the agent as it writes. If you’re viewing a profile that isn’t in edit mode, click Edit mode in the header. While editing, you can work in one of two modes, selected with the Comment / Manual edit toggle.

Note

You can edit research while it’s still being written or after it finishes. Publishing doesn’t lock a profile — you can re-enter edit mode on published research and publish it again.

Comment mode

Comment mode lets you mark up the document and hand your feedback to the AI agent, rather than editing the text yourself. It’s the best choice when you want the agent to make the change.

1. Select some text in the document. A small toolbar appears with three choices:
   • Comment — leave a note explaining what you want changed.
   • Delete — mark the selected text for removal.
   • Quick action — pick a predefined instruction (see below).
2. Your marked-up spans are highlighted in the document and listed in the annotation sidebar on the right, where you can edit a note or remove an annotation.
3. When you’ve added all your feedback, click Action all annotations to send it to the agent as a single message. The agent then revises the document accordingly.

Quick actions are shortcuts for common requests, so you don’t have to type the same instruction repeatedly:

• Clarify this
• Missing overview
• Verify this
• Give me an example
• Match existing patterns
• Consider alternatives
• Ensure no regression
• Out of scope
• Needs tests

Manual edit mode

Manual edit mode gives you a Markdown editor to change the document directly. Use it when you’d rather make a precise edit yourself than describe it to the agent.

1. Switch the toggle to Manual edit.
2. Edit the document directly in the Markdown editor.
3. Click Save changes to keep your edits.

Note

Manual edit is disabled while the agent is streaming — editing a document it’s actively rewriting would clash with its changes. If a turn starts while you’re editing, the document drops back to Comment mode. Wait for the turn to finish before editing by hand.

Caution

If you switch modes or documents with unsaved edits or pending annotations, Instruqt prompts you to confirm so you don’t lose your work.

To throw away everything in the current editing session rather than a single file’s edits, use Discard changes in the header.

Deleting research

Open the actions menu (the three-dot menu) on a research item or its detail page and choose Delete to permanently remove the research item and all of its associated data. You’ll be asked to confirm.

Next steps

• Publishing research