Release Notes
Knowledge Sources Now Integrated into Assistant
All Research modules are now accessible directly within Assistant’s Assist mode for a faster, unified search experience.
Release Date
Oct 30, 2024
Categories
Knowledge
All Research knowledge sources (e.g., EDGAR, Caselaw, etc.) are now integrated into Assistant’s Assist mode, streamlining access and follow-ups:
- Select knowledge sources directly from the Sources panel in Assist mode.
- Use filters specific to each source (e.g., ticker or filing type for EDGAR).
- Ask follow-up questions—each follow-up performs a new search while maintaining prior context.
- All citations and filtering behaviors remain unchanged.
The Research tab is still accessible for now but will redirect users to Assistant for any new queries.