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Make the most out of Researcher with this guide.

Evo Researcher

Get started with Researcher

Access & setup

Your guide to get started with Researcher.

Getting started with Researcher

Artifacts

Templates

Connectors

Skills

Chat with your Access Evo Researcher projects and templates from Access Evo Navigator

Researcher in Quick Asks

Understand what the AI remembers in Access Evo Researcher

Memory

Features

Chat explained

Start a Chat

The difference between Chats and Projects

Converting a chat to a project

Managing your chats

Evo Agentic - additional Chat capabilities

Chat FAQs

Chat

Projects explained

Creating a project

Get the most out of projects

How to write good instructions

Projects FAQs

Projects

Build an AI app from a template and publish it to Access Evo Navigator for your users.

Researcher Apps

Find the settings, screens and controls available to Researcher admins, and see what each one affects.

Researcher admin settings

Provision templates and skills to other organisations in Access Evo Researcher

Provisioning

Find out where your data is stored, who can see it and what the AI provider receives

Data, privacy and security

Manage org admin settings in Access Evo Researcher

Admin

Troubleshoot common issues in Evo Researcher

Troubleshooting

Frequently asked questions

Got an error or question? Check this article

Troubleshooting and FAQ

Create and manage Evo Researcher projects from code

Public API

Developer

📃 Privacy Policy

Useful Links

The Access Group

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Volume, creators and topics for your company.

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AI topics

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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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