Agentplace

For research firms

AI agents for research firms

Create an AI agent to help a client define a research question and inspect relevant findings. Give it your knowledge and let clients use it on its own web page.

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Overview

Agentplace lets research firms create a customer-facing AI agent to help a client define a research question and inspect relevant findings. You provide the service knowledge and rules. The client opens the agent’s own URL, explains the situation by text or voice, and works with a result that updates on the page as they clarify their request. The examples below cover specific parts of that journey. Open a template to inspect its result and requirements before choosing what to offer.

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Pricing and limits How the AI builder works

The experience you can offer

Help a client define a research question and inspect relevant findings.

The agent asks for the relevant details, applies your knowledge, and presents the result on its page. A changed answer updates the work in that same session. You choose whether clients pay for the digital service or continue to a booking, your team, or a connected system.

Your knowledge makes it yours

Your discovery questions, methods, example deliverables, client source material, and connected records.

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Find your use case

Explore the tasks you can offer.

Each link opens the full example with its client result, required knowledge, and setup. Starting points show a reusable task and need to be adapted to your business.

How to choose

Choose a deliverable that can be inspected during the session. A proposal, document analysis, or evidence review offers a clearer starting point than an agent that promises to handle every consulting task.

Start with one result you can explain and test. Ask the builder to help define that result before adding more tasks or connections.

How it works

From your process to a client-facing AI agent.

  1. Choose the task

    Choose an example or describe the work your clients should be able to complete. Keep its scope tied to a service you can explain and test.

  2. Add your knowledge and tools

    Give the agent your questions, rules, examples, and approved materials. Connect the records or workflow needed to complete that particular task.

  3. Test and share the link

    Try a complete client session, including a changed answer and missing information. Publish the agent and share its URL when the result and configured actions work as intended.

Common questions

What can an AI agent do for research firms?

It can help a client define a research question and inspect relevant findings. Your business supplies your discovery questions, methods, example deliverables, client source material, and connected records. The agent uses that context during a client session and shows the resulting information and permitted next action on its own page.

Which materials should we prepare first?

Prepare your discovery questions, methods, example deliverables, client source material, and connected records. Use one completed example from your service and one example with missing information. For this audience, test whether the agent can help a client define a research question and inspect relevant findings without filling gaps with assumptions.

How should we choose the first task?

Choose a deliverable that can be inspected during the session. A proposal, document analysis, or evidence review offers a clearer starting point than an agent that promises to handle every consulting task.

Does every example work for our business without changes?

No. A template shows a particular client task. Examples marked as starting points need your service questions, records, and actions configured before use. The linked page explains the example in full.

Can clients start on the web and continue with our team?

Yes. The AI agent has its own web page where clients can use text or voice. Configure the next step your service needs, such as a paid session, an appointment, or a handoff with the agreed information. Phone, messaging, and other systems are optional connections.

Vlad Yanch

By Vlad Yanch

Updated