Introducing Dashworks Deep Research: Your AI Research Analyst for Business Insights

Three weeks, fourteen meetings, and dozens of docs later, your team finally identifies the top five issues causing customer churn—after hundreds of customers experienced the same problems and your engineering team repeatedly created one-off solutions. Sound familiar? The reality of business intelligence today is a patchwork of siloed information, manual synthesis, and best-guess analysis. Whether you're identifying why a key customer might churn, comparing diverging product strategies, or navigating regulatory changes, the existing approaches are time consuming and error-prone.

That's why we're excited to tackle this problem with the launch of Dashworks Deep Research - the first Deep Research product that works across all your organization's knowledge. This gives you the power of an AI research assistant that can quickly and accurately synthesize insights across your organization's collective knowledge and deliver comprehensive, actionable reports in minutes.

Dashworks Deep Research: Your AI Research Analyst

Most of of an organization's know-how today remains unstructured, siloed, and disorganized. This makes it hard to find meaningful connections across diverse data sources, interpret information across platforms, and ensure accuracy of insights. This is where Dashworks Deep Research comes in. It functions as a research assistant, converting complex questions into clear, detailed reports by going beyond simple one-shot search with a systematic multi-step analysis approach.

Structured, Multi-Step Analysis

Dashworks Deep Research follows the structured approach of an experienced analyst:

1. Understand Nuance: Captures the complexity and intent behind your question.
2. Execute Multi-Step Research: Breaks research requests into smaller, logical research tasks.
3. Search Exhaustively: Investigates thoroughly across all your connected knowledge bases.
4. Evaluate Critically: Assesses source credibility, relevance, and quality.
5. Synthesize & Cite: Compiles findings into clear, structured reports with easily verifiable sources.

Transparent Reasoning with Trusted Sources

Deep Research provides complete visibility into its analysis:

• Visible Reasoning Chain: See exactly how the system arrived at each insight
• Source Verification: Review hyperlinked citations for immediate fact-checking
• Alternative Perspectives: Flags conflicting information when present

Comprehensive Integrations With Your Existing Tools

Dashworks securely and easily integrates with all your existing knowledge bases to ground its research. It searches your connected tools in real-time, analyzing dozens of types of search results and content types, understanding their content and metadata, and cross-referencing them to identify up-to-date information, while respecting existing user-level permissions.

• Docs & Wikis: Google Drive, OneDrive, Confluence, Notion, Dropbox, Box, Coda, Document360, GitBook, Docusign, Guru, Helpjuice, Quip, ReadMe, Slab, Wrike
• Messaging: Slack, MS Teams, Gmail, Outlook, Stack Overflow for Teams
• Support: Zendesk, Intercom, ServiceNow, Freshdesk, Help Scout, Front
• CRM: HubSpot, Salesforce, Pipedrive, Attio, Zoho CRM
• Intranet: Sharepoint, Google Sites, Simpplr
• Project Management: Jira, Asana, Linear, Monday.com, Smartsheet, Trello, Productboard, Aha!, Zoho Projects, Shortcut
• Design: Figma, Canva, Lucidchart, Miro, Mural
• Calls: Gong
• HRIS: Workday, Gusto, HiBob, BambooHR, Paylocity, Darwinbox
• Sales Enablement: Highspot
• Calendar: Google Calendar
• ITSM: Freshservice
• Code: GitHub, GitLab, Bitbucket, Azure Dev Ops
• Payments: Stripe
• Websites: marketing sites, help centers, and other public sites.
• Custom Data Sources: connect your internal tools and databases with the Connector API.

No-Indexing First Approach

Unlike traditional enterprise search tools that require days or weeks to index your data, Dashworks uses a groundbreaking real-time search approach that:

• Eliminates setup time and lets you get started in minutes instead of weeks
• Provides unmatched security by minimizing data pre-indexing
• Ensures real-time information by always accessing the most current data without relying on outdated indexes
• Reduces costs by avoiding expensive data storage and indexing requirements

Practical Use Cases: How Teams Are Using Deep Research

Dashworks Deep Research can significantly accelerate critical business analyses across use cases

Product & Engineering

• Support Product Roadmapping: Help organize scattered feedback into more cohesive strategies by synthesizing customer requests, competitor moves, and market trends.
• Improve Technical Decisions: Generate comprehensive comparisons of libraries, frameworks, and architectural approaches based on your team's past experience and documentation.

Market Intelligence

• Master Competitive Intelligence: Create detailed competitor profiles with strengths, weaknesses, recent launches, and strategic recommendations.
• Uncover Campaign Insights: Uncover insights on market trends and past campaign performance to build more targeted marketing strategies.

Customer Success

• Help Resolve Issues More Efficiently: Quickly surface similar past issues and their solutions from support tickets, documentation, and internal knowledge bases.

Financial Operations

• Reduce Financial & Regulatory Risk: Analyze complex reports, contracts, and regulations to produce clear risk assessments and actionable summaries.
• Drive Data-Informed Financial Decisions: Synthesize financial data, market trends, and historical performance to support investment and resource allocation decisions.

The Evolution of Business Intelligence

‍Deep Research provides the speed, consistency, and broad scope of research support, helping teams overcome traditional constraints of availability, cost, or scalability. It's designed to perform sophisticated analyses quickly, freeing your teams to focus on strategic decision-making and high-value activities.

Deep Research is now available to all Dashworks customers on the Business and Enterprise plans. It represents an important step in our mission to make your organization's collective knowledge readily accessible and actionable. We're excited to see the ways you'll use Deep Research to address your challenging business questions.