Workflows

There are many “workflows” to choose from in the AI playground. You will be using only the following:

1. Research OS - Agents v1
2. Research Agent
3. Get 10-K Data
4. getCrunchbase Data
5. Competitive Landscape (used to run a full competitive landscape and generate a report in both narrative + spreadsheet format)
   1. Several agents utilized within the Competitive Landscape may also be directly accessed. These include:
      1. Targeted - Financial Overview Agent
      2. Targeted - Press Releases Agent
      3. Targeted - Value Prop and Competitive Advantages Agent
      4. Targeted - Target Market Agent
      5. Targeted - Products and Services Agent

When You Don’t Have a Wonderpad Chat for Research OS - Agents v1 or Competitive Landscape Workflows

When using rOS for projects that did not go through Wonderpad (e.g. those that are sent in by email), there are two options for inputting the client’s ask: Chat Messages or Objectives Override.

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

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 “+”). Note:

• There is no need to enter multiple fields (i.e. “human”, “AI”), you may simply enter the information in one field!
• 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.

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”.

When using this feature, keep the following in mind: