Tutorial: Generating deep research reports with Chat

In PhariaAssistant Chat, you can use Deep mode to create deep research reports. You can add tools and collections to optimise the results, and edit and format the generated report.


Step 1: Set Deep mode, and select tools and collections

In the Chat application, select Deep research mode:

PhariaAssistant Chat - select deep mode

If you wish, choose tools and/or collections to help with your research:

PhariaAssistant Chat - select tools and collections

Step 2: Enter your research query

Now enter your research query in text field. Click Chat send button Send, or press Enter on your keyboard.

Chat now analyses your query:

PhariaAssistant Chat - analyse the query

The intent clarification process starts. Depending on the query, you may be asked follow-up questions to ensure that the research result matches the intent of your query.

Step 3: Answer the clarification questions

Select or enter answers to the follow-up questions to further guide the creation of the deep research report:

PhariaAssistant Chat - follow-up questions

Click Next after answering each set of questions. You can click Back to return to previous questions. Finally, click Submit when you have answered all the questions.

Chat analyses your request again, taking into consideration your clarifications:

PhariaAssistant Chat - answer follow-up questions

Chat now generates a research plan.

Step 4: Consider the research plan, revise if necessary

Consider the research plan:

PhariaAssistant Chat - deep research plan

An agent will follow your research plan to create the deep research report for your query.

If necessary, you can revise the plan. Enter any requests to modify the current plan, and press Enter or click Chat send button.

For example, you may feel (in our sample use case) that it is unnecessary to evaluate the impact of recurring events. In this case, you would make the following request:

PhariaAssistant Chat - deep research plan

Continue requesting changes to the plan as needed.

Step 5: Start the research

When you are satisfied with the research plan, click Start research:

PhariaAssistant Chat - start the research

The research process is started and Chat displays the progress status as it follows the steps of the research plan.

When the deep research is finished, a report is generated and displayed to the right. If necessary, you can continue asking questions to revise the results.

Step 6: Editing and formatting the deep research report

The research report can be edited, formatted and finally exported when you arrive at a final version:

PhariaAssistant Chat - start the research

You can apply standard formatting to the text (bold, italics, underline, and so on), but you also have more advanced text editing options, including:

  • applying bulleted and numbered lists

  • applying headings

  • generating a table of contents

The table of contents updates instantly when you add, remove, and edit headings. You can collapse and expand the table of contents by clicking the arrow at the top right.

Inline citations

Note that you can click the inline citations in the text to open a source that was referenced in the report generation. Each link opens in a new tab.

Step 7: Copying and exporting the research report

Click the copy icon to copy the report to the clipboard:

PhariaAssistant Chat - copy the research report’s content

The report’s formatting is preserved in Markdown format.

You can also export the report directly to a .txt file, again stored in Markdown, by clicking the export icon:

PhariaAssistant Chat - export the research report

Finally, you can close the report by clicking the X icon:

PhariaAssistant Chat - close the research report

To reopen the report, click on its tile in the chat flow.

PhariaAssistant Chat - reopen the research report