Quick Start Guide to Generative Search – Help Center

Jumpstart your search with quick tips and example prompts

This guide helps new users quickly understand and use generative search, highlighting its core features, benefits, and how to get started.

What is Generative Search?
Key Features
Get Started in 3 Simple Steps
Best Practices for Using Generative Search
Sample Prompts

What is Generative Search?

Generative Search is an AI-powered research system that helps you answer complex business and financial questions through a conversational interface.

It retrieves and reasons across hundreds of millions of trusted qualitative and quantitative data points including filings, transcripts, sell-side research, expert interviews, financials, and other structured and unstructured sources to deliver clear insights, whether you need a quick answer or deep analysis.

Key Features

Conversational AI: Interact with Generative Search the way you would with a junior analyst, asking follow-ups, refining questions, and exploring ideas.
Filtering: Use filters or natural language to focus your search on specific data sets.
Deep Research Mode: leverages advanced reasoning models for deeper, more iterative research tasks.
Source Citations: Easily view citations so you can verify the information yourself.
Workflow Automations: Create and schedule custom workflow agents for repeatable research tasks.
Slide Creation: Automatically turn Generative Search findings into polished, presentation-ready slide decks.

Get Started in 3 Simple Steps

Step 1: Ask a question using the search bar

Type your question or topic into the search bar.
Choose your preferred mode between auto, think longer, or deep research.
Click Ask.

Tip: Try asking a full question, such as “How is government pressure influencing pricing decisions for GLP-1 drugs?”

Step 2: Review the response and verify sources

Review the multi-agent research plan followed by the AI generated response.
Click any citation link in the response to view the original document and excerpt.
Highlight any text in the response to quickly ask a follow-up question or verify a specific claim.

Step 3: Build on your research

Use the related questions beneath the response to quickly explore different angles.
Ask a follow up question to refine or expand results while keeping full context.

Step 4: Quickly and easily create deliverables

Click Build Slides to synthesize insights across thousands of documents into transparent, sourced, presentation-ready slides.

Best Practices for Using Generative Search

Generative Search can be a powerful tool for finding insights quickly, and its effectiveness depends on how you interact with it.

If Generative Search Didn’t Answer Your Question:

Try generating a new answer. At the bottom of the response, you can select the option to regenerate an answer without changing your original query.
Adjust your question. Clear the chat and start a new session.
Too broad or misaligned? Rephrase your query to focus on a specific content set or market perspective. For example:
- “What does broker research say about…?”
- “How is this discussed in PubMed articles?”
- “What do former competitors think about…?”

Improve Query Precision for Better Results:

Mention specific companies, industries, or concepts.
- Use tickers (e.g., TSLA instead of just Tesla) or company filters.
- Choose topic-specific terms (e.g., “electric vehicle industry” is better than “electric vehicle space”).
Set a Custom Timeframe. By default, Gen Search looks at content from the past 12 months. To change the timeframe, include it in your question:
- “...in the last 3 years”
- “...during Q2 of this year”
- “...last month”

Use Follow-Up Questions Effectively:

Generative Search supports conversational memory. For example:
- Initial question: “What are the positives around Nvidia's supply chain?”
- Follow-up (works): “What about the negatives?”
You don’t need to restate the subject.
However, content context isn’t preserved. If your follow-up needs to target the same source, restate the content set explicitly:
- Instead of: “What about the negatives?”
- Ask: “What about the negatives from brokers?”

Interested in learning more about Generative Search? Explore these articles to learn how to set up Generative Search and use it effectively.

Sample Prompts

We have a full library of Generative Search Prompts available - a few popular ones are listed below. Either use these to launch the question as is, or substitute the company/industry for one of your choosing: