Agent Studio — Complete Guide

Agent Studio is your autonomous AI research analyst. You give it a research question or task in plain language, and it works on its own — searching, reading, and analyzing across markets, filings, news, your own documents, and the web — then streams back a structured answer with its reasoning and the sources it used. Unlike a single chat reply, an agent run can carry out genuine multi-step research and even produce finished deliverables like a slide deck, an Excel model, or a Word document. Find it under Research Workspace → Agent Studio.

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When to use it

Reach for Agent Studio when:

• You have an open-ended question that needs several steps — “analyze the competitive position of this company,” “what are the key risks in the gold sector right now.”
• You want a thorough, well-sourced answer rather than a quick fact.
• You want the AI to produce a deliverable (a deck, model, or document) as part of the work.
• You want to kick research off and come back to it — runs keep working on their own.

Use something else when:

• You just need a quick fact or a fast back-and-forth → Chat.
• You want to find documents or sources first → Document Search.
• You want the same set of questions answered consistently across many documents or companies → Grids.
• You want a formatted, templated report as the main output → Reports (an agent run can feed it).

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How to use it

1. Open Agent Studio and choose or create a workspace to keep related runs together.
2. Type your research question or task in plain language. Be specific about what you want and any focus areas.
3. Pick a mode for how deep to go (see below).
4. Optionally apply one or more Skills — reusable instruction sets that tell the agent how you like a task done. Pick from AllMind’s built-in library or your own saved skills (both searchable); each one you choose appears as a tag you can remove. If a skill asks for details — companies or tickers, a period, a fiscal year, or a sector — fill them in and the agent uses them on the run.
5. Start the run. The agent begins working and streams its progress, its thinking, the sources it pulls, and the answer as it builds.
6. You can leave and come back — the run keeps going, and you’ll see everything when you return.
7. When it finishes, review the answer and sources. Ask a follow-up in the same thread to refine or go deeper, or download any files it produced — any follow-up keeps the skills you chose.
8. Use Stop any time to halt a running agent, then start a new run or refine your question.

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Choosing a mode (how thorough vs. how fast)

Agent Studio offers four modes, trading speed for depth:

• Instant — fastest; for a quick answer or lookup.
• Balanced — a quick but more capable single pass; a good default for straightforward questions.
• Agent (default) — the standard workhorse. Handles real multi-step questions, can break work into parts, and can generate files. Best for most analyses.
• Deep Research — the most thorough. It plans the work, runs several lines of research at once, and digs deepest. Best for complex, high-stakes questions — and it takes the longest.

Rule of thumb: start with Agent for real analysis; step up to Deep Research when the question is broad or important enough to justify the wait; drop to Instant/Balanced for quick things.

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What it can access & produce

It can draw on:

• Live market data — prices, fundamentals, estimates, technicals, sector and peer data.
• News and sentiment, events and earnings reactions.
• Filings and research — company filings (US & Canada), earnings-call transcripts, broker research, ESG, and third-party research.
• Your own connected materials — your Data Room documents, uploaded files, Google Drive, OneDrive/SharePoint, email, and connected data sources.
• The web.

It can produce: a structured written answer with sources, plus finished files — PowerPoint decks, Excel models, and Word documents — that you can download.

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Tips & best practices

• Be specific about the goal and the output you want (“…and build a 5-slide summary deck”).
• For a big topic, split it into several focused runs (one per sub-question) — it’s faster and the results are cleaner (see the workflow below).
• Point it at your own documents (via a Data Room) when you want the analysis grounded in your materials.
• Use follow-ups to refine rather than starting over — the run keeps its context.
• Match the mode to the stakes; Deep Research is worth the wait for complex work.

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Limits & things to know

• Deeper modes take meaningfully longer — that’s expected; they’re doing more thorough, multi-step work, sometimes several lines of research at once.
• The agent answers from what it can access (above) at the time it runs.
• “Deep Research” mode here is not the standalone Deep Research product (common confusion).
• Runs are saved in your workspace so you can return to them. Search across your past questions and the agents’ answers to jump back to one, switch between seeing every workspace’s runs together or a single workspace, and group them by workspace or as one recent-first list. You can also delete a run you no longer need (this permanently removes it and its history). Export anything you want to rely on long-term.

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How it works with other features

Agent Studio is the engine of the research workflow and connects naturally to the rest of the platform:

• Document Search → find and gather the right sources first, then have an agent analyze them.
• Data Room → keep a project’s documents together and point agent runs at them for grounded analysis.
• Grids → when you want the same questions answered consistently across many documents or companies, a Grid is the structured complement to an agent’s narrative.
• Reports → turn an agent’s findings into a formatted, templated report as the final deliverable.
• Skills → apply your saved, reusable instructions to a run so the agent follows your preferred method; the skills you pick carry through the run’s follow-ups.
• Chat → for quick follow-ups and clarification.

It shares the same underlying assistant as Chat, but runs autonomously on a task instead of a live back-and-forth.

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Example workflow: analyzing a sector and building a presentation

A real multi-feature journey — “analyze the gold sector and build a presentation”:

1. Scope it — break the goal into the 7–8 key topics (supply/demand, major producers, cost curves, macro drivers, price outlook, risks).
2. Gather sources — use Document Search to find relevant filings, research, and news on each topic.
3. Organize — collect the best sources into a Data Room for the project.
4. Research in parallel — fire off several Agent Studio runs, one per topic, to research each in depth (Deep Research mode for the meatier ones).
5. Structure the analysis — build a Grid to answer the same key questions consistently across the topics or companies.
6. Synthesize — combine the findings and generate a Report from a presentation template, or have an agent run produce the deck directly.

The result: a sourced, structured analysis and a finished presentation, assembled from across the platform.

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Common questions

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Getting help

For help using Agent Studio or to talk through a workflow, reach AllMind support through the in-app support option or your account team.