📌Note: Researcher was released to internal Access organisation on July 2nd, 2026. It's available to be enabled to the software companies via the Admin App. Provisioning to external customers is done through the agentic tier contract.
What is Evo Researcher?
Evo Researcher is an AI-powered research and collaboration tool built into the Evo platform.
Researcher is for work that involves reading, analysing, or producing documents — and where the context matters as much as the question. You give it your files and instructions upfront, and the AI works within that context across every conversation in the project.
Is it worth a look?
It is if any of these apply:
You regularly work through large documents and need to extract, compare, or summarise information from them.
You produce the same type of output repeatedly (reports, specs, reviews) and want a repeatable, consistent starting point rather than starting from scratch each time.
You need more than one person involved in an AI-assisted task. Researcher projects are shared, so collaborators see the same context, uploads, and outputs.
You want the AI to behave consistently within a defined scope, rather than treating every conversation as a blank slate.
Key Features
Project-Based Workflow: Everything in Researcher lives inside a project. Create a project, add instructions to guide the AI, upload reference files, and start chatting — the AI works within the context you've set up.
AI Chat: A conversational AI interface where the AI has access to your project's instructions, uploaded files, and connected data sources from the moment you start. Ask questions, request analysis, or kick off complex research tasks in natural language.
Skills: Reusable knowledge and instruction packages that can be attached to projects or individual chats. A skill might contain writing guidelines, brand standards, domain expertise, or process instructions — giving the AI consistent, specialised knowledge without repeating yourself. Skills can be personal, shared across your organisation, or provided by Access as part of the platform.
File Uploads: Upload documents, spreadsheets, and other files to your project. Uploaded files are indexed so the AI can reference large documents accurately without losing context — you can ask questions across multiple files at once.
In-Chat Attachments: Attach files or images directly in the chat for the AI to analyse in the moment, without adding them permanently to the project.
Instructions: Set a system prompt for your project that guides how the AI behaves and responds across all chats within it — your tone, focus area, constraints, or any standing context the AI should always have.
Templates: Pre-configured project setups created by org admins that package together instructions, skills, and settings. Users can spin up a consistent, ready-to-use project in seconds from a template rather than configuring everything from scratch.
Collaboration: Add team members to your projects so multiple people can work together with the AI.
Artefacts: AI-generated outputs — documents, reports, dashboards, spreadsheets, presentations — that are saved to the project, can be previewed in-browser, and downloaded. The AI can create and update artefacts across the conversation as your work evolves.
Connectors: Connect Researcher to external data sources and platform tools — including Microsoft 365, Evo product data, and custom integrations. When a connector is added to a project, the AI can query and act on live data from those systems as part of the conversation.
Apps: Researcher experiences built by org admins and published directly into Access Navigator as Quick Panels, Quick Actions, or Quick Sections. Apps give end users a ready-made AI tool without needing to open Researcher — the admin configures the template, instructions, and feature set once, then publishes it to the right audience.
MFE Surfaces: Researcher can render rich interactive components — charts, forms, structured outputs — directly inside the chat alongside AI responses, going beyond plain text to give users visual, interactive results.
How it fits into Evo
Researcher sits alongside the other Evo Platform Products. While Evo Builder is for building apps and Assistant Builder is for creating AI assistants, Researcher is for AI-powered research and collaboration.
User and Admin Roles
Role | Capabilities |
User | Create projects, upload files, chat with AI, collaborate with team members |
Admin | All user capabilities plus creating and managing templates, managing org-level settings. Admin permissions can be given to users without an admin role. |
📌Note: Users are added automatically when assigned a role in the platform.