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Automation and AI Agents

How to Use a Research Agent for Market Intelligence

Set up an OutreachBox research agent, define a market question, review source evidence, and turn the results into informed next steps.

By OutreachBoxUpdated 3 min read

Quick answer: Create a Research Agent in Agents, give it a research topic, sources, depth, and output format, then enable it. The agent gathers information on companies, competitors, and market trends, and compiles it into reports you can review in its Tasks tab — automating the research you'd otherwise do by hand.

A Research Agent compiling market intelligence in OutreachBox

A Research Agent does the digging for you — gathering company, competitor, and market intelligence automatically so you make decisions from data instead of guesses.

Before you start

Specify a question, research scope, and desired output. Decide what sources or evidence would make a finding reliable.

Practical example

Ask for a comparison of three competitors using documented features and source links. Separate observed facts from the agent’s interpretation before sharing the report.

Check your result

If a report contains unsupported claims, inspect the underlying references and narrow the task. AI-generated summaries can omit context or misread a source; verify important decisions independently.

What a Research Agent does

  • Researches companies and industries.
  • Gathers market intelligence and trends.
  • Analyzes competitor data.
  • Compiles research into reports.

How to set one up

  1. Open Agents and click New Agent.
  2. Choose Research Agent.
  3. Name it (e.g., "SaaS Market Tracker") and describe its purpose.
  4. Configure:
    • Research topic — what to investigate.
    • Sources — where to look.
    • Depth — how thorough to be.
    • Output format — report or summary.
  5. Enable and create it.

How to use the results

Best practices

  • Scope the topic clearly — a focused brief yields more useful research.
  • Choose a depth that matches the decision you're informing.
  • Run it on a schedule to track a market over time.
  • Validate critical findings before acting on them.

Frequently Asked Questions

What can a Research Agent research?

Companies, industries, competitors, and market trends — compiled into the report or summary format you choose.

How is it different from a Web Search Agent?

A Research Agent focuses on compiling deeper research and reports on a topic; a Web Search Agent finds specific information on the web. Use them together for breadth and depth.

Can it track a market continuously?

Yes — run it on a schedule so it refreshes your market intelligence over time.


Let a Research Agent do the legwork, and make decisions from intelligence instead of intuition.

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