Research reports
Long-form reports about one record over a period, written by the Account Report agent and kept in Artifacts.
A research report is about a record over a stretch of time, drawing on everything Auron holds about it. That makes it a different thing from a session report, which is about one conversation.
Reports are written by the Account Report agent, one of the agents listed in Configure under Account Watch. It runs only when someone asks for a report, never on its own after a call. A finished report is kept in your Artifacts with everything else your agents write.
Asking for one
On the Artifacts tab, tap +. Pick the entity type, the record, and the reporting period, from the presets or a custom range. You can add instructions, such as what the report should lead with or leave out. Then tap Write report, and you get a push when the report is ready.
The agent picks the sections itself, and your instructions can ask it to drop one. If the same report is already being written, Auron says so instead of starting a second copy.
Asking for a report is limited to owners and admins, so + only appears if you are one. Personal accounts don't have it, and ask for reports from Ask Auron instead.
Asking from Ask Auron
In Ask Auron, ask for a report on a record, or tap the starter prompt Run an account report. Auron asks in one message for whatever you left out: the period, who the report is for or what it should lead with, and any sections to drop. Then it replies with a proposal card showing the record and your answers. Nothing runs until you tap Approve. The card then follows the run and shows Open when the report is ready. See Agents and their cards.
Reading and sharing
A finished report opens as a formatted document, titled with the record and the period, and padded the same way the PDF is so what you read matches what you send. The share button turns it into a PDF and hands it to your phone's share sheet.