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.