> ## 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.

# Research Agent

> Use an AI research agent to autonomously gather and synthesize information from the web on any topic.

Use an AI research agent to autonomously search the web, gather information, and synthesize findings into a comprehensive report. Unlike more predefined actions, the Research Agent can navigate the internet, find and analyze information, and adapt to deliver the results you need — whether that's competitor analysis, lead generation, or market research.

<Info>
  There are two ways to use the Research Agent action: **pre-built agents** and **custom agents**.

  * **Pre-built Research Agents** come with predefined instructions designed for common use cases, making them easy to set up and use.
  * **Custom Research Agents** let you provide your own instructions, giving you more flexibility and control over the agent's behavior.
</Info>

## Pre-built Research Agents

Pre-built agents handle common research tasks out of the box. In this example, we'll use the "Find LinkedIn Company Profile" agent.

<Steps>
  <Step title="Add the action">
    In the [Workflow](/workflows/overview) builder, click **+** between blocks and select **Research Agent** from the action library. Choose a pre-built agent from the list.

    <Frame>
      <img src="https://mintcdn.com/cassidy/3d6b3JQqVZ3Bg1_p/images/reference/research-agent-img-1.png?fit=max&auto=format&n=3d6b3JQqVZ3Bg1_p&q=85&s=cbeee1df1434de569f48006c1848b16f" alt="Action library with Research Agent selected" width="1056" height="416" data-path="images/reference/research-agent-img-1.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/cassidy/3d6b3JQqVZ3Bg1_p/images/reference/research-agent-img-2.png?fit=max&auto=format&n=3d6b3JQqVZ3Bg1_p&q=85&s=c569aeaf3bc5c483d5bc4acbffbec827" alt="Selecting a pre-built Research Agent from the list" width="1016" height="1014" data-path="images/reference/research-agent-img-2.png" />
    </Frame>
  </Step>

  <Step title="Input required fields">
    Enter the information required by the specific pre-built agent. For the LinkedIn Company Profile example, input the **Company Name** and **Company Website**. You can [reference variables](/guides/prompt-engineering#workflow-prompts) from previous steps using **#**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/3d6b3JQqVZ3Bg1_p/images/reference/research-agent-img-4.png?fit=max&auto=format&n=3d6b3JQqVZ3Bg1_p&q=85&s=e9d2307c2bbcea4c62fb5f338546962d" alt="Input fields for the pre-built Research Agent showing Company Name and Company Website" width="1018" height="548" data-path="images/reference/research-agent-img-4.png" />
    </Frame>

    The agent instructions are pre-populated and will automatically use the inputs you provided. To see what steps the agent will take, open the **Advanced Options** tab to view the **Instructions for the Research Agent** field. You can also select a different **AI Model** from this tab.

    <Frame>
      <img src="https://mintcdn.com/cassidy/3d6b3JQqVZ3Bg1_p/images/reference/research-agent-img-5.png?fit=max&auto=format&n=3d6b3JQqVZ3Bg1_p&q=85&s=0b25b08726f65581a62fa0e3482d5d75" alt="Advanced Options tab showing pre-populated instructions and AI model selection" width="1016" height="1446" data-path="images/reference/research-agent-img-5.png" />
    </Frame>

    <Tip>If you want to modify the default instructions, click **Convert to custom Research Agent (Advanced)**. This creates a custom research agent that you can fully edit — see the custom agent steps below.</Tip>
  </Step>

  <Step title="Configure structured output fields">
    Optionally, use [structured output fields](/workflows/advanced/structured-output-fields) to have the AI return data in a specific format. Define field names, data types, and formats to get consistent, structured results.

    <Frame>
      <img src="https://mintcdn.com/cassidy/3d6b3JQqVZ3Bg1_p/images/reference/research-agent-img-6.png?fit=max&auto=format&n=3d6b3JQqVZ3Bg1_p&q=85&s=f903d0b146b29f713b9e9e99565406f2" alt="Structured output fields configuration for the pre-built Research Agent" width="466" height="265" data-path="images/reference/research-agent-img-6.png" />
    </Frame>
  </Step>

  <Step title="Review the output">
    When you run the [Workflow](/workflows/overview), the Research Agent output displays the information you requested. Open the **Research Agent Details** to see the confidence level, reasoning behind the result, and the steps the agent took to obtain the information.

    <Frame>
      <img src="https://mintcdn.com/cassidy/3d6b3JQqVZ3Bg1_p/images/reference/research-agent-img-7.png?fit=max&auto=format&n=3d6b3JQqVZ3Bg1_p&q=85&s=5f60d61fe94c1b89f3bb99952d2ff2e0" alt="Research Agent output showing confidence level and reasoning details" width="1016" height="2180" data-path="images/reference/research-agent-img-7.png" />
    </Frame>
  </Step>
</Steps>

## Custom Research Agents

Custom agents let you write your own instructions for full control over the research task.

<Steps>
  <Step title="Add the action">
    In the [Workflow](/workflows/overview) builder, click **+** between blocks and select **Research Agent** from the action library. Choose **Custom Research Agent**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/3d6b3JQqVZ3Bg1_p/images/reference/research-agent-img-8.png?fit=max&auto=format&n=3d6b3JQqVZ3Bg1_p&q=85&s=58bfe1d7b9e4537771106fa7fd8a1b3a" alt="Action library showing Research Agent selection" width="1044" height="292" data-path="images/reference/research-agent-img-8.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/cassidy/3d6b3JQqVZ3Bg1_p/images/reference/research-agent-img-9.png?fit=max&auto=format&n=3d6b3JQqVZ3Bg1_p&q=85&s=eb64b5825bdd19ccaa96f14e640e0045" alt="Selecting the Custom Research Agent option" width="1012" height="776" data-path="images/reference/research-agent-img-9.png" />
    </Frame>
  </Step>

  <Step title="Enter instructions for the agent">
    Provide detailed instructions describing the task you want the agent to perform. The agent can search the internet, scrape webpages, and perform multiple steps autonomously.

    When writing instructions:

    * Be specific about the desired response and potential information sources
    * [Reference variables](/guides/prompt-engineering#workflow-prompts) using **#** to provide necessary context
    * Include the order of operations and directions
    * Specify when assumptions can be made and what the agent shouldn't do
    * Define the expected output format (e.g., "valid domain" for a positive case or "no results found" for a negative case)

    <Frame>
      <img src="https://mintcdn.com/cassidy/3d6b3JQqVZ3Bg1_p/images/reference/research-agent-img-11.png?fit=max&auto=format&n=3d6b3JQqVZ3Bg1_p&q=85&s=f8abb0774e906629887ac0ca8a03f14e" alt="Instructions field for the custom Research Agent with detailed task description" width="986" height="1104" data-path="images/reference/research-agent-img-11.png" />
    </Frame>
  </Step>

  <Step title="Select the AI model">
    Choose the **AI Model** to customize the Research Agent's performance based on your specific needs.

    <Frame>
      <img src="https://mintcdn.com/cassidy/3d6b3JQqVZ3Bg1_p/images/reference/research-agent-img-12.png?fit=max&auto=format&n=3d6b3JQqVZ3Bg1_p&q=85&s=17b35cd6306f4f8c50652cf86fac90e2" alt="AI model selection dropdown for the custom Research Agent" width="1010" height="216" data-path="images/reference/research-agent-img-12.png" />
    </Frame>
  </Step>

  <Step title="Configure structured output fields">
    Optionally, set up [structured output fields](/workflows/advanced/structured-output-fields) to have the AI return data in a specific format with defined field names, data types, and formats for consistent results.

    <Frame>
      <img src="https://mintcdn.com/cassidy/3d6b3JQqVZ3Bg1_p/images/reference/research-agent-img-13.png?fit=max&auto=format&n=3d6b3JQqVZ3Bg1_p&q=85&s=da572227d0f585c597bfca59e90643ba" alt="Structured output fields configuration for the custom Research Agent" width="466" height="265" data-path="images/reference/research-agent-img-13.png" />
    </Frame>
  </Step>

  <Step title="Review the output">
    Run the [Workflow](/workflows/overview) and review the output to ensure it meets your expectations. Check the **Research Agent Details** for the confidence level, reasoning, and the steps taken. Refine the instructions if needed for better results.

    <Frame>
      <img src="https://mintcdn.com/cassidy/3d6b3JQqVZ3Bg1_p/images/reference/research-agent-img-14.png?fit=max&auto=format&n=3d6b3JQqVZ3Bg1_p&q=85&s=a8be022d28f5d65b6acbbbc0d24d8f2f" alt="Custom Research Agent output with confidence level and step details" width="1014" height="1870" data-path="images/reference/research-agent-img-14.png" />
    </Frame>
  </Step>
</Steps>

## Related

* [Search Internet](/reference/actions/search-internet)
* [Scrape Webpage](/reference/actions/scrape-webpage)
* [Deep Research for Agents](/agents/deep-research)
