Collect research evidence and approve insights

Use the Research tabs

• Library holds the source inventory.
• Add evidence captures a source and shows its extracted findings.
• Needs review holds extracted findings waiting to be converted, then draft insights awaiting your decision.
• Approved insights holds the research conclusions you have approved for Workshop AI. They are not published strategy.
• Research readout is the last tab. It hands the client what those insights did to Discovery. Publish client copy is a dated snapshot. It is not published strategy.

• Open Research

Add a source with enough context

1. Select the project and the relevant input type: pasted text, URL, supported file, competitor, observation, stakeholder, or audience material.
2. Complete that input’s required fields. For a URL, use Fetch preview and check that the fetched page is the intended source; use the offered manual-paste fallback if extraction is blocked.
3. Save the source, then watch the extraction status. Review findings against the source before converting them.
4. Save an individual finding as a takeaway candidate, or use the offered synthesis action for a group of findings. Review estimates for charged AI actions.

Approve research insights

In Needs review, edit or approve a draft only when its interpretation and evidence are sound. Approved insights help Suggest answer, Ask AI, and workshop coaching. They do not directly enter Halo Chat or Studio’s published Brand Intelligence context.

Strategy deliverable generators can consume approved research under their own source requirements. That exception does not make every approved insight live brand strategy.

Add evidence and approve takeaways

1. Open Strategy → Research. Use the evidence library and add-evidence workspace to collect notes, URLs, and supported files.
2. Review extracted findings against the original material. Correct weak interpretations and keep track of where a claim came from.
3. Convert or synthesize useful findings into research takeaways. Review candidates in Needs review and approve only the takeaways you trust.
4. Use Approved takeaways as context for Workshop AI helpers. Continue to review the resulting workshop answers and strategy drafts yourself.

• Open Research
• Review takeaways