Assistant is a real-time, interactive agent built with your research in mind. It allows you to leverage generative AI to quickly and decisively summarize and surface critical insights and answer key questions on any topic, company, market, or industry.

Assistant is the backbone of AlphaSense's suite of generative AI capabilities that provides instant, hyper-relevant search summarizations for any query in AlphaSense.

Whether you know exactly what you're looking for and want to find it quickly, or you're looking to uncover insights and have them surfaced to you, Assistant enables you to immediately conduct your research, and then identify and consume the most important information surrounding key topics or themes at the company, portfolio, or industry-level.

If anything sparks new questions, simply ask and Assistant will answer, knowing each summarization and insight is directly cited to the exactly document it was generated from, whether it be an earnings call, expert transcript, broker report, or company presentation.

Whenever running a search, any AI generated summary or insight is powered by Assistant. While Assistant is threaded throughout the AlphaSense platform, you'll be able to access and interact with Assistant in a variety of avenues. Use whichever works best for you!

Wherever you might be in AlphaSense, you can quickly jump directly into Assistant Chat and ask questions.

Simply navigate to the Assistant icon in the left-hand navigation bar . From here, you can begin to ask questions of Assistant [LINK TO OTHER ARTICLE] and receive detailed, cited responses. Leverage any of the example searches below the search bar for inspiration or guidance.

We also bring the ability to launch Assistant directly from the Keyword Search bar:

As you draft your search, you'll have the option to either run a search in AlphaSense as you normally would, or run the search through Assistant and be redirected directly into the Assistant chat to analyze the findings and ask follow up questions.

This can be done whenever you search with the Keyword Search bar (either with or without the Company & Ticker search populated). Simply hitting Enter will default to the traditional AlphaSense search experience.

Whenever you search using the Keyword Search bar (either standalone or in tandem with the Company & Ticker Search bar), Assistant will summarize your search within the Search Summary on the right hand side.

Reading through the insights & summarizations, you can select any summary or the "Open in Assistant" at the bottom of the summary to launch Assistant and ask any follow up questions.

In addition to Assistant, AlphaSense still powers summaries generated on earnings documents and on the company entity page (both for at the company and industry level) with Smart Summaries.

To surface Smart Summaries for any Earnings Call:

Once you've arrived at the Transcript Smart Summary, you'll be able to view the AI-generated Highlights, Lowlights, and Guidance summaries from the call, as well as a Q&A Highlights.

Select any summary item to be directed to the relevant talking point from the call. In addition, you can verify the statements by selecting the citations appended to each line item.

The Q&A Highlights table will summarize the most relevant questions asked during the call, and consolidate the answer given to each corresponding question. Citations exist on each summary, giving you the confidence of verification and trust.

To surface Smart Summaries for Company Pages:

On the Company Overview Page, Assistant will provide AI-generated summations for Earnings performance, Research perspectives, and Expert Calls.

Use the Earnings module to quickly pull overall Positives, Negatives, Outlooks, Q&A Analysis, and Topic Highlights from a company's latest earnings call.

Use the Research module to understand the breadth of the analyst perspective about a company. Research summaries are sourced from all of the broker research to which you are entitled through AlphaSense, which means users with access to our Wall Street Insights collection will see summaries that cover 1,500+ analyst perspectives. Sections of this module include Upgrades & Downgrades, Strengths & Opportunities, Weaknesses & Threats, and Competition.

Use the Expert Calls module to quickly spot trends, understand context, and get closer to the truth about a company, directly from its source. This module pours over our library of nearly 30,000 expert call transcripts to summarize a company's Strengths & Opportunities, Weaknesses & Threats, and Competition from the perspective of former executives, customers, and partners.

Assistant on Industries

You now can leverage Smart Summaries across entire Industries!

Smart Summaries for Industries are a dashboard-style experience that allow you to explore key themes, earnings performance, and sentiment across an entire industry. These summaries are aggregated across companies, meaning you’re able to get a birds-eye view of what’s happening with all the major players in a given industry.

While you can chat and interact with Assistant with natural language to uncover critical insights and research, it's helpful to read through some best practices around Assistant for crafting the best queries and questions.