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.

Knowledge Sources Now Integrated into Assistant