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Documentation Index

Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt

Use this file to discover all available pages before exploring further.

Deep Research lets your Agent perform thorough, multi-step research combining web search and your Knowledge Base. Instead of a single search, the Agent plans a research strategy, runs multiple searches, synthesizes findings, and delivers a comprehensive analysis with citations.

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Enable Deep Research

Deep Research is enabled per chat session, not per Agent.
1

Open a Chat

Start a new chat or open an existing one.
2

Open the Tools picker

Click Tools at the bottom of the chat input.
3

Toggle Deep Research on

Enable the Deep Research toggle.
Tools picker in Chat showing the Deep Research toggle

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How to use it

1

Ask a research question

Type your research question. Deep Research works best with open-ended, complex questions that benefit from multiple angles — competitive analysis, market research, technical comparisons, or policy reviews.
2

Answer clarifying questions

The Agent may ask follow-up questions to refine the scope and direction of the research. Answer these to help it focus on what matters most.
Deep Research asking clarifying questions before beginning research
3

Review the analysis

The Agent delivers a comprehensive report with its findings, analysis steps, and citations to the sources it used — both web results and Knowledge Base documents.
Deep Research results with numbered source links at the bottom
Deep Research analysis showing the step-by-step research process
Deep Research source citations showing web pages and Knowledge Base documents used

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Cost

Deep Research uses approximately 500–1,300 credits per run, depending on the complexity of the question and how many searches are needed. This is significantly more than a standard chat message because the Agent performs multiple searches and analysis steps.
Monitor your credit usage in Settings. Consider using Deep Research for high-value research tasks where thoroughness matters more than speed.

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Next steps

Web Search

For quick, single-search lookups instead of multi-step research.

Manage credits

Monitor and manage your organization’s credit usage.