Access more complete insights, streamline everyday research workflows, and bring more of your organization’s knowledge into AlphaSense
Highlights
- User-Uploaded Templates for Generative Search Slides — Upload your deck templates to Generative Search to create powerful, branded slides with a simple prompt
- Expanded Connectors — Bring more proprietary enterprise content into AlphaSense, including Microsoft 365, Google Suite, Slack, Gong, Bipsync, Notion, and Intralinks.
- Organizational Agents — Standardize firm-approved research workflows so teams can produce more consistent, repeatable, decision-ready outputs.
- Custom Workspace Folders — Organize important documents into custom folders, making project materials easier to find, revisit, and reuse.
- Intralinks VDRPro Connector — AlphaSense now integrates directly with Intralinks VDRPro, allowing users to automatically sync data room content into AlphaSense.
- Request AI-Led Expert Call via Expert Transcript — Request AI-powered expert interviews directly from transcripts, with compliance guardrails built into the workflow.
- Streamlined Alerts and Search Management — Manage saved searches, alerts, sharing, downloads, and analytics from clearer, more consistent page headers.
Full Details
User-Uploaded Templates for Generative Search Slides
What’s New
- Generative Search can now generate slides using an uploaded presentation template, applying your preferred fonts, colors, layout, and overall brand structure.
- This applies to slides you create through Generative Search, but also in Workspaces and Workflow Agents .
- For best results, users should upload PowerPoint files with slide masters.
Why It Matters
- AI-generated slides are so much more useful when they look like yours; uploading your firm’s templates when creating slides in Generative Search means you get even closer to client-ready on the first pass
- Create polished, brand-consistent presentations without spending extra time reformatting slides manually.
Organizational Agents
What’s New
- Organizational Agents allow you to work with AlphaSense to create and deploy standardized, firm-approved workflows across teams and organizations.
- These agents are tailored to your organization’s research needs, helping you scale the most common workflows regardless of each team member’s knowledge of the platform. .
Why It Matters
- Teams can improve consistency by giving every analyst access to the same trusted workflow for repeatable, high-quality research outputs.
- Organizations can capture institutional knowledge, accelerate onboarding, and help users reach value faster with pre-built workflows.
Expanded Connectors
What’s New
- New connectors are available in Open Beta for Enterprise Intelligence clients, including Bipsync, Gong, Microsoft 365, Google Suite, and Slack.
- Notion and Intralinks connectors are now available, expanding the ways teams can sync proprietary content into AlphaSense.
Why It Matters
- Users can centralize more internal knowledge alongside AlphaSense’s premium external content, creating a more complete research environment.
- Connecting proprietary sources helps teams generate deeper insights, reduce fragmented workflows, and make better use of their organization’s knowledge.
Custom Workspace Folders
What’s New
- Users can now create custom folders in Workspaces to group specific documents by project, topic, company, workflow, or research need.
- These folders make it easier to organize selected materials and return to the same set of documents during ongoing research.
Why It Matters
- Custom folders reduce the time spent searching for frequently used documents and help keep important materials structured around user workflows.
- Teams can create more repeatable research processes by keeping relevant documents organized and easy to access.
Intralinks VDRPro Connector
What’s New
- AlphaSense now integrates directly with Intralinks VDRPro, allowing users to automatically sync data room content into AlphaSense.
- Existing file permissions from Intralinks VDRPro are maintained, helping ensure secure access to proprietary deal materials.
Why It Matters
- Deal teams can analyze data room content alongside AlphaSense’s broader intelligence library in one unified platform.
- This creates a more comprehensive diligence workflow and helps users uncover insights across both proprietary and external sources.
Request AI-Led Expert Call via Expert Transcript
What’s New
- When on an expert call transcript, you can now request an AI Interviewer to conduct a call with the same expert directly from the transcript page.
- From the Talk to this Expert button, add the expert to an existing call project or start a new one, then select AI Interviewer as your facilitator.
Why It Matters
- When you’re ready to go deeper with an expert from a transcript, you can now book our AI Interviewer with that expert in the same workflow with no extra steps.
- The AI Interviewer conducts the call for you, so you can get expert insights on your timeline, without coordinating schedules or sitting on the call yourself.
Streamlined Alerts And Search Management
What’s New
- The Company Profile “Follow” button has been removed, and existing Follow alerts have been converted into Doc Search Saved Searches.
- “My Searches & Alerts” is now the central destination for managing alerts across Company Profile and Document Search workflows.
Why It Matters
- Users can manage saved searches and alerts from a more unified location, reducing confusion and improving ongoing monitoring.
- Key search actions are now easier to access from page headers, including Save & Alert, Share Search, Summary PDF downloads, and Search Analytics exports.
Other Enhancements
- Expert Call Project Updates — View expert bio, title, screening Q&A, and focused transcripts directly within Call Projects for faster review.
- Ask a Question Experience — Use the clearer “Ask a Question” action in Document Search for more consistent, targeted GenSearch interaction. Also available now on Dashboards!
- Document Viewer Header — Access key actions like Copy doc link, Download, and Ask in Doc faster from a cleaner, organized header.