How Research (scraper) data sources work Guide

Research data sources are one-click connections that let your assistant and agents gather publicly available information from the web. Unlike most integrations, they don't require you to sign in, paste an API key, or link an account — you add them with a single click and they're ready to use.

What a Research data source is

Most integrations in the catalog connect a tool you own — your inbox, your CRM, your accounting software — so the assistant can act inside your account. Research data sources are different. They give the assistant a way to look up information that is already public, so it can pull that data into your work on demand.

In the catalog, these typically appear with a name like "<Company> Research." If you're searching for one and can't find it, try filtering by the Research category or searching by the underlying source's name.

Note: Because they only reach publicly available data, Research sources never ask you to hand over an account, password, or key. There's nothing of yours to authorize.

Adding a Research data source

Adding one takes a single click — there's no sign-in popup and no credentials to enter.

1. Open the Integrations page from your workspace.
2. Filter to the Research category, or search the catalog for the source by name.
3. Open the source's card to see what it does.
4. Click Add.
5. Return to the hub and confirm the source now shows as connected.

That's the whole flow. No consent screen, no key, no account linking.

Choosing what the assistant can do

Like other integrations, a Research source may offer several actions. When you add it — and any time afterward — you can review the list of available actions and choose exactly which ones the assistant is allowed to use. Select all of them, or enable only the specific lookups you want.

If the assistant ever tells you that a particular action "is not enabled," open the source's Manage actions view and turn that action on.

Using a Research source

Once a source is added and at least one action is enabled, it becomes available in two places:

• In chat — ask the assistant to look something up, and it can draw on the source directly as part of its answer.
• In your agents — an agent can use the source as a step in a workflow, for example to enrich a record or gather background before it takes the next action.

You don't need to reference the source by name. Describe what you want, and the assistant selects the right tool from the ones you've enabled.

Managing and removing a source

You can revisit any connected Research source from the Integrations page to adjust which actions are enabled, or to remove it entirely.

1. Open the Integrations page and find the source under your connected integrations.
2. Use Manage actions to add or remove enabled actions.
3. To remove the source completely, disconnect it from the same view.

Connections are private to you and scoped to your workspace, so adding or removing a source only affects your own assistant and agents.

Common questions and issues

I can't find the source in the catalog

Try the Research category filter, and search by the underlying source's name as well as "Research." If it still isn't listed, that source may not be available in the catalog yet.

I added a source but nothing happens

Check that at least one action is enabled. If you added the source but left every action unchecked, the assistant has nothing it's allowed to run. Open Manage actions and enable the lookups you want.

Do I need my own account or subscription with the source?

No. Research sources reach public data on your behalf, so there's no separate account, login, or key for you to provide.