Entity Research
Entity research leverages all of the data your team has run within PromptLoop to generate unique relevant one pagers on every entity you have run a task on. This allows you and your team to easily access all of your research in one searchable center.
The generated one pagers are only ever visible to your team and can be edited to be written in the most useful format for your sales or marketing teams. This is available, for free, for all team and enterprise plans. Reach out to us to have it turned on for your team.
Setting Up Entity Research
1. Navigate to the Entity Research section of settings and click "Configure Research"
2. Customize your research configuration. These instructions allow you to provide guidance around how your one pager will be created.
In the company context box, you should provide a description of your business, who your customers are, how you identify potential customers, and any other information.
In the Research Instructions box you should describe what you would like your research pages to contain. This might be any contact information present, links to their pricing pages, who they sell to, or anything else relevant.
As you are writing these, you can click
3. Turn on Entity Research Once your configuration is set, activate your research by toggling it on. This will flag your entities to be added to the research queue.
This is run in the background and the initial research on all of your entities takes some time, usually a day. After that, new entities are run every day and added to your account. If this seems to be taking too long or you want it sped up, reach out to the team.
Accessing your Entity Research
Searching Entities
Once your initial entity research has run you will be able to search through them in the Entity Search tab on the left of your PromptLoop platform.
After selecting an entity from the search the one page generated research will be displayed.
By default, all entities are refreshed monthly, however you can request a refresh through the settings page. We only recommend doing this if you have run a considerable amount of new tasks on your universe.