Research Assistant

Live Requires Elite plan or higher · Agent role

Industry: Law Firms — this app appears only on tenants provisioned for that vertical.

Research summaries for legal topics.

Workspace fields

These labels match the live EZ4Youtech workspace (sidebar provider + main panel):

• Question (required) — textarea field in the workspace
• Knowledge scope (optional) — select field in the workspace
• Reference context (optional) — textarea field in the workspace

Primary action button: Get answer

Workspace overview

Before you start

• Log in as a user on your company tenant (admins set up BYOK separately).
• Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
• Verify your plan includes Elite apps — disabled apps show the plan required to unlock them.

Step-by-step

1. Open the app — In the workspace sidebar, select Research Assistant under Industry apps.
2. Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
3. Optional file upload — Expand Optional file upload if you have a PDF or DOCX. Otherwise paste directly in Workspace.
4. Use run history — Under Run history, pick a prior run and click View run to restore inputs and output.
5. Complete additional inputs — In Workspace, fill Knowledge scope, Reference context before you run.
6. Enter Question — In Workspace, add content to Question (paste text or load from upload).
7. Run the app — Click Get answer. Review the Result section and download if needed.
8. Review before client use — Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace — use only data you are allowed to process. Field names match the live product.

Question

What is our return policy for opened software licenses?

Ask one clear question; add reference context below if needed.

Knowledge scope

Product

Which knowledge area the answer should use.

Reference context

Plan: Pro monthly · SLA: 24h response · No prior tickets this quarter

Account, product, SLA, or approved FAQ snippets the reply should respect.

Try these scenarios

Adapt these prompts to your client — do not paste payment card numbers, SSNs, or full IDs.

• What is our PTO policy for part-time staff after 90 days?
• Summarize return policy using only the pasted handbook section.
• Answer using tenant KB snippet — say when context is insufficient.

Expected result

Shape of the AI output in the Result panel — review before client use.

Example output (answer)

• Direct answer grounded in reference context you pasted
• Caveat when context is insufficient
• Source pointers back to handbook or KB snippets

Tips

• Keep prompts specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers — use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade the tenant plan or confirm BYOK setup.

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