Research Assistant

Live Elite plan or higher · Team member

Industry: Legal: this app appears only in company workspaces set up for that vertical.

Research summaries for legal topics.

Workspace fields

These labels match the live EZ4YouTech.com workspace (sidebar provider + main panel):

• Question (required), textarea field in the workspace
• Knowledge scope (optional), select field in the workspace
• Reference context (optional), textarea field in the workspace

Primary action button: Get answer

Workspace overview

Before you start

• Sign in as a team member on your company workspace (admins connect AI accounts separately).
• Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
• Verify your plan includes Elite apps: locked apps show which plan unlocks them.

Step-by-step

1. Open the app: In the workspace sidebar, select Research Assistant under Industry apps.
2. Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
3. Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
4. Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
5. Use sample inputs (optional): Click Use sample inputs above the form to load demo values from the tutorial, then edit before you run.
6. Optional file upload: If your workspace shows Optional file upload, expand it for PDF or DOCX. Otherwise paste directly on the Intake tab.
7. Complete additional inputs: In Workspace, fill Knowledge scope, Reference context before you run.
8. Enter Question: On Intake, add content to Question (paste text or load from optional upload).
9. Run the app: On the Intake tab, click Get answer. Review output on the Result tab and download if needed.
10. Review before client use: Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace: use only data you are allowed to process. Field names match the live product.

Question

What is our return policy for opened software licenses?

Ask one clear question; add reference context below if needed.

Knowledge scope

Product

Which knowledge area the answer should use.

Reference context

Plan: Pro monthly · SLA: 24h response · No prior tickets this quarter

Account, product, SLA, or approved FAQ snippets the reply should respect.

Try these scenarios

Adapt these prompts to your client: do not paste payment card numbers, SSNs, or full IDs.

• What is our PTO policy for part-time staff after 90 days?
• Summarize return policy using only the pasted handbook section.
• Answer using tenant KB snippet: say when context is insufficient.

Expected result

Shape of the AI output in the Result panel: review before client use.

Example output (answer)

• Direct answer grounded in reference context you pasted
• Caveat when context is insufficient
• Source pointers back to handbook or KB snippets

Tips

• Keep inputs specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers: use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade your plan or confirm AI account setup.

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