Access Evo

Find out what Evo Researcher is and how it can help you.

What is Evo Researcher?

Access & Setup

This guide walks you through creating your first project and getting a useful result in a few minutes.

Getting Started

Frequently Asked Questions

Where does my data live, who can see it, what does the LLM provider see, and how does Access keep it separate from other tenants.

Data, privacy and security

Denisa Arjoca

bianca.manase@theaccessgroup.com

Make the most out of Researcher with this guide.

Evo Researcher

Templates

This page explains the four kinds of connector Researcher supports.

Connectors

Skills are reusable instruction blocks that shape how the AI behaves across projects.

Skills

Apps are AI-powered surfaces built from Researcher templates and published directly into the Access Navigator.

Apps

An artifact is anything the AI produces for you to keep, share, or act on — a report, a summary, a slide deck, a spreadsheet, a chart.

Artifacts

Description of key features in Researcher

Features

📃 Privacy Policy

Useful Links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.