This month’s updates focus on accelerating expert insights, expanding premium content, and streamlining workflows. From AI-led calls to deeper company intelligence, February delivers faster, more scalable research.
Highlights
- Next Generation of Generative Search — Multi-agent research system that provides a conversational, assistant-like experience capable of handling complex queries, tasks and deliverables.
- AI-Led Expert Calls — Automatically conduct expert interviews with an AI Interviewer to scale early-stage discovery and validation.
- Analyze Call Transcripts in Workspaces — Send completed expert call transcripts directly into Workspaces for Q&A, Generative Search, and structured synthesis.
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Amazon S3 Connector — Securely ingest files stored in Amazon S3.
Enhanced Company Profiles — Explore M&A activity, workforce analytics, and customizable peer comparisons in a centralized company view. - Workflow Agent Enhancements — Automatically refine custom agents with one-click and share them with colleagues to improve collaboration and research efficiency.
Full Details
Next Generation of Generative Search
- A new, multi-agent architecture delivers higher-quality outputs and customizable workflows in a conversational, assistant-like experience built to handle complex queries, tasks, and deliverables.
- Query structured financials, company KPIs, and transaction data with premium qualitative content like filings, broker research, transcripts, and expert calls.
- Create custom automations with the click of a button. Save any prompt as an agent using the ‘Create Agent’ button at the bottom of a response; plus, schedule insights to be delivered to your inbox regularly.
- Go from data to first draft in less time with the ‘Build Slide’ button.
- Cross-reference AI-generated insights against our library of content for further verification by highlighting a section and clicking “Verify."
Why It Matters
- Get more complete, trusted answers across quantitative and qualitative sources.
- Eliminates fragmented workflows and accelerates research by unifying insight discovery, workflow automation, and deliverable creation in one experience.
AI-Led Expert Calls
- AI Interviewer can conduct expert calls on your behalf within Tegus Expert Call Services.
- Provides an AI-led option for customers unable to or don’t have time to attend live expert calls.
Why It Matters
- Scale early-stage research across large universes or tight timelines without increasing operational overhead.
- Free analyst time for higher-value synthesis while generating structured, auditable outputs.
Analyze Call Transcripts in Workspaces
- New “Analyze in Workspace” button added to the Call Projects page.
- Add completed call transcripts to new or existing Workspaces instantly.
Why It Matters
- Keep expert call synthesis, Q&A, and AI-powered search within AlphaSense.
- Maintain citations and transparent evidence trails for compliance and review.
Amazon S3 Connector What’s New
- Amazon S3 Connector enables ingestion and indexing of text-based files like PDFs, PPTs, Word files stored in Amazon S3.
Why It Matters
- Make proprietary S3 files searchable within AlphaSense alongside other internal and external content.
Enhanced Company Profiles
- M&A Page: Quickly see a company’s M&A activity, including mergers, acquisitions, divestitures, and sales, with related metrics, using data from our M&A Screener.
- Workforce Page: Access workforce analytics for over 2M private companies, including employee count, growth, tenure, and role-based breakdowns (for larger companies).
- Custom Comps Tables: Add or remove companies to comparison groups on the Comparables page, use watchlists as a starting point, and save customized tables for future use.
Why It Matters
- Streamline your research process with more company-specific data available in Company Profiles for a true snapshot of everything that matters.
- Gain deeper insights into private companies with workforce analytics.
Save time by creating and saving custom comps tables for ongoing analysis.
Workflow Agent Enhancements
- Use “Improve Instructions” when building custom Workflow Agents and have our Generative Search refine your prompts and optimize outputs.
- Share Custom Agents with colleagues within existing sharing permissions.
Why It Matters
- Become an expert by automating repetitive research workflows, without having to become an expert prompt writer.
- Enable teams to collaborate and leverage shared expertise through reusable agents.
Other Enhancements
- Earnings Sentiment Visibility Update — Instantly view earnings call sentiment data in company profile pages.
- Morgan Stanley in Generative Suite — Access and generate insights from premium Morgan Stanley research directly within AI-powered workflows.
- Connector Audit Logs — Track a 12-month, time-stamped history of any connector configuration changes and activity.
- Post-Call Synthesis Now Available in Workspaces - An “Analyze in Workspace” button is now available on the Call Projects page, enabling users to instantly add completed call transcripts to new or existing Workspaces for synthesis and Q&A.
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Model Selector Updates - Includes four new models: Gemini 3.1 Pro, Sonnet 4.6, Opus 4.6, and GPT 5.2. This expansion provides greater flexibility across research workflows, enabling users to choose the model best suited for speed, reasoning depth, and complex analytical tasks.
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