Reports

A research report covers one record across a stretch of time, drawing on every session, signal and note attached to it. It is a different thing from a session report, which covers a single conversation.

Reports are written by the Account Report agent. It runs only when someone asks for a report, never on its own after a call, and what it writes is kept in Artifacts with everything else your agents write.

Asking for one

On Artifacts, click New report. Pick the entity type, the record, and the period, from the presets or a custom range. You can add instructions, such as what the report should lead with or leave out. Then click Write report.

The agent picks the sections itself: an executive summary, key contacts, a month-over-month comparison, the interaction log, signal intelligence, the commercial position, context and team coverage, and recommended actions. Your instructions can ask it to drop one.

Asking for the same report twice within an hour does not write it twice: you get the one already running.

Asking from Ask Auron

You can also ask for a report in Ask Auron, for example "QBR report on Acme for last quarter". Auron finds the record, and 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. It then shows the request as a card. Nothing runs until you approve it.

If a report starts without a period, the agent asks you for one and waits up to a day for the answer. Without one it covers the last 30 days and says so on its card.

Reading a report

You get a notification when the report is ready, and opening it takes you to the report in Artifacts. It opens as a formatted document. It also lands as a card in your feed, where the top high severity flag is the headline and you can give feedback on it or share it. Archive a report from its artifact to remove it.

Asking for a report is limited to owners and admins. The same setup is on the phone; see Research reports on mobile.