When using rOS with Agents or Competitive Landscape workflows for projects that did not go through Wonderpad (e.g. those that are sent in by email), or to zero in on specific data points within a larger project, there are two options for inputting the client’s ask: Chat Messages or Objectives Override.

1. Using “Chat Messages” to manually enter project details.

   1. When using the “Chat Messages” feature, the rOS run will start by breaking the project up into individual objectives, then proceed with researching each objectives. Since rOS is built to identify approved objectives from a Wonderpad chat - specifically, the “plan of attack”, it is best practice to not simply enter a client’s rough email notes. First, create a clear outline of what is needed, and enter it in a single field (by clicking “+”).
      1. Note:There is no need to enter multiple fields (i.e. “human”, “AI”), you may simply enter the information in one field!
   2. Evaluate what you are entering, considering that the maximum number of objectives for a single run is 10. If in doubt, it is better to break up the project into multiple runs!

2. Using Objectives Override to manually enter each individual objective.

   1. The “Objectives Override” feature allows the user to enter individual objectives. When using this option, rOS will not evaluate to determine the best way to break the research paths up into objectives. Given this, it is critical that each objective enters represents a single research path.

      Tip! Until you are very familiar with how rOS splits projects into objectives and/or are certain you have very clean objectives, it is recommended that you use “Chat Messages”.

   b. When using this feature, keep the following in mind:

   1. Each objective must have the full context of the industry/market/topic/etc. in focus.
   2. Each objective must stand alone, without being dependent on any others.

   Remember: The agents do not “talk” to each other! Think of objectives like 3-hour requests - each going to individual analysts - within a larger project!

   • See it in Action!