Accessing Generative Search

Every strategy starts with questions – Gen Search has answers

Generative Search 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.

• What is Generative Search?
• Accessing Generative Search
• Chat directly with Gen Search when starting research
• Dive into Gen Search after you've run a search
• When to use Generative Search vs Document Search
• Smart Summaries for Earnings, Companies & Industries
• Smart Summaries for Earnings
• Smart Summaries for Companies
• Smart Summaries for Industries

Interested in a complete course on Generative Search, which you can take at your own leisure? Dive into our Accelerating Insight Discovery with Generative Search course to learn everything you need to know.

What is Generative Search?

Generative Search (Gen Search) 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, Gen Search 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 it 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.

Accessing Generative Search

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

Chat directly with Gen Search when starting research

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

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

Dive into Gen Search after you've run a search

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

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

When to use Generative Search vs Document Search

Document Search refers to the traditional avenue you've built searches in AlphaSense, whereas Generative Search refers to AlphaSense's use of AI and chat interface to ask your questions with natural language.

While not a comprehensive guide, the above breakdown can quickly be used to understand if your query is best initiated as a generative search or as a traditional document search.

Smart Summaries for Earnings, Companies, and Industries

In addition to Generative Search, 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.

Smart Summaries for Earnings

To surface Smart Summaries for any Earnings Call:

1. Run a search for the topics and/or companies you're interested in
2. Filter for "Event Transcripts"
3. Select an Earnings call from the results
4. In the transcript preview, you'll see a section titled "Summary"

Note: you may need to expand the dropdown

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.

Positives, Negatives, Outlooks

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.

Q&A Highlights

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.

Smart Summaries for Companies

To surface Smart Summaries for Company Pages:

1. Search for a public-traded company by their name or ticker in the Company & Ticker Search Bar
2. Navigate to the Company Overview and Tearsheet on the right-hand side

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

Earnings

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

Research

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.

Expert Calls

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.

Smart Summaries for 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.