Research board

What it does

Behaviours, not fields. Choosing between two modules is choosing between these.

Columns are confidence, not progress. Moving a card right means the evidence got stronger.

Keeps hunches visibly separate from things you know, which is what stops one comment becoming a strategy.

Sources are recorded per finding, so a claim can be traced.

How it works

1
Findings enter as Raw with whatever source they came from.
2
Moving one right means the evidence got stronger, not that somebody worked on it.
3
The source is required, so a claim can always be traced back.
4
A finding that stays Raw for weeks is visible, and usually should be dropped.

Best for

Anything that moves through stages: leads, orders, applications.

Not the right choice for

Data with no natural stages — you get one very long column.

What a row holds

Every field, and what the agent listens for to fill it — which is the difference between a page you type into and one that fills itself.

Field	Type	Filled from
Findingrequired	text	What you think you have learned, stated as a claim.
Confidencerequired	choice	Raw, Corroborated or Concluded. The column is confidence, not progress.
Sourcerequired	text	What it rests on. Required, because an unsourced finding is a hunch with a promotion.

What it does not do

A module chosen for something it cannot do costs more than one that was never offered.

Confidence is three levels. Anything finer is a judgement pretending to be a measurement.
No weighting or aggregation across findings.
Nothing prevents a Concluded finding being wrong; it only records that somebody decided.
No link between a finding and the decision it informed unless you write one.

Before it works

What you have to provide, if anything.

Nothing.
Pair with Decision log, so a conclusion and the choice it drove sit next to each other.

In practice

A team doing customer research before building.

“Somebody at the market said cafés would white-label.”

What was said to the agent

What the agent built

A finding in the raw column, sourced to one overheard remark.

What changed

It stayed raw for six weeks and was never corroborated. The feature it would have justified was not built.

Better with

These do a different job on the same data. An agent can have all of them.

FeedbackLive

Comments arrive continuously through several channels and currently vanish into inboxes and messages.

SurveysLive

You need to know what a group thinks and one conversation would not be representative.

Decision logLive

Decisions get revisited, and nobody can remember whether an option was already considered and dismissed.

Who uses this page

Author or writer

Answers readers, handles event enquiries, and keeps your research where you can find it.

Questions

What data does the Research board page use?

It reads note records the agent has collected. Findings by status. Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a kanban board the wrong choice?

Data with no natural stages — you get one very long column. It is best for: anything that moves through stages: leads, orders, applications.

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.

More in Knowledge & ideas

The most-read article is the one about getting started, which is usually the tell.

Connecting a custom domainSetup
Why is my agent not replying?Troubleshooting
Choosing modules for your agentGetting started
Billing and plan changesAccount

Knowledge base

Reference the agent answers from.

Change an answer here and the agent starts giving the new one.

Do you deliver outside Paris?Yes — anywhere in France, 2–4 working days.
Can I change an order after paying?Until it ships. Message the agent and it will handle it.
Do you do wholesale?From 12 units. Ask for the trade price list.

FAQ

Question/answer pairs.

Packaging turns out to sit between two unrelated plans. That is the map earning its keep.

Trade pricingWholesale enquiriesSubscription boxesCafé partnerships

Trade pricing → Wholesale enquiries

Idea mapping

Ideas linked by relation.

One root, branches beneath. The shape is the argument.

Opening a second siteMoneyLease vs buyStaffing

Opening a second site → —

Mind map

Branching concept map.