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docs/ALwrity Researcher/RESEARCH_IMPROVEMENTS_SUMMARY.md

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+# Research Phase Improvements Summary
+
+## Key Changes
+
+### 1. Provider Auto-Selection ✅
+- **Removed** manual provider dropdown from UI
+- **Auto-selects** provider based on Research Depth:
+  - `Basic` → Google Search (fast)
+  - `Comprehensive` → Exa Neural (if available, else Google)
+  - `Targeted` → Exa Neural (if available, else Google)
+- Transparent to user, intelligent fallback
+
+### 2. Visual Status Indicators ✅
+- Red/green dots show API key status: `Research Depth [🟢 Google 🟢 Exa]`
+- Real-time availability check via `/api/research/provider-availability`
+- Tooltips show configuration status
+
+### 3. Persona-Aware Defaults ✅
+- **Auto-fills** from onboarding data:
+  - Industry → From `business_info` or `core_persona`
+  - Target Audience → From persona data
+  - Exa Domains → Industry-specific sources (e.g., Healthcare: pubmed.gov, nejm.org)
+  - Exa Category → Industry-appropriate (e.g., Finance: financial report)
+- Endpoint: `/api/research/persona-defaults`
+
+### 4. Fixed Issues ✅
+- **Preset clicks** now properly update all fields and clear localStorage
+- **Exa options** visible for all modes when Exa provider selected
+- **State management** prioritizes initial props over cached state
+
+---
+
+## New API Endpoints
+
+| Endpoint | Purpose | Returns |
+|----------|---------|---------|
+| `GET /api/research/provider-availability` | Check API key status | `{google_available, exa_available, key_status}` |
+| `GET /api/research/persona-defaults` | Get user defaults | `{industry, target_audience, suggested_domains, exa_category}` |
+| `GET /api/research/config` | Combined config | Both availability + defaults |
+
+---
+
+## Provider Selection Logic
+
+```typescript
+Basic: Always Google
+Comprehensive/Targeted: Exa (if available) → Google (fallback)
+```
+
+---
+
+## Domain & Category Suggestions
+
+**By Industry**:
+- Healthcare → pubmed.gov, nejm.org + `research paper`
+- Technology → techcrunch.com, wired.com + `company`
+- Finance → wsj.com, bloomberg.com + `financial report`
+- Science → nature.com, sciencemag.org + `research paper`
+
+---
+
+## Quick Test Guide
+
+1. **Provider Auto-Selection**: Change research depth → provider updates automatically
+2. **Status Indicators**: Check dots match API key configuration
+3. **Persona Defaults**: New users see industry/audience pre-filled
+4. **Preset Clicks**: Click preset → all fields update instantly
+5. **Exa Visibility**: Select Comprehensive → Exa options appear (if available)
+
+---
+
+## Files Changed
+
+**Frontend**:
+- `frontend/src/components/Research/steps/ResearchInput.tsx` - Auto-selection, status UI
+- `frontend/src/components/Research/hooks/useResearchWizard.ts` - State management
+- `frontend/src/pages/ResearchTest.tsx` - Enhanced presets
+- `frontend/src/api/researchConfig.ts` - New API client
+
+**Backend**:
+- `backend/api/research_config.py` - New endpoints
+- `backend/app.py` - Router registration
+
+**Documentation**:
+- `docs/RESEARCH_AI_HYPERPERSONALIZATION.md` - Complete AI personalization guide
+- `docs/RESEARCH_IMPROVEMENTS_SUMMARY.md` - This summary
+
+---
+
+## Before vs After
+
+| Before | After |
+|--------|-------|
+| Manual provider selection | Auto-selected by depth |
+| No API key visibility | Red/green status dots |
+| Generic "General" defaults | Persona-aware pre-fills |
+| Broken preset clicks | Instant preset application |
+| Exa hidden in Basic | Exa always accessible |
+
+---
+
+## Next Steps (Phase 2)
+
+1. **AI Query Enhancement** - Transform vague inputs into actionable queries
+2. **Smart Presets** - Generate presets from persona + AI
+3. **Learning** - Track successful patterns, suggest optimizations
+
+---
+
+## Success Metrics
+
+- **Immediate**: Reduced clicks, better UX, working presets
+- **Track**: Time to research start, preset adoption rate, Exa usage %
+- **Goal**: 30% faster research setup, higher user satisfaction
+
+---
+
+## Reused from Documentation
+
+From `RESEARCH_AI_HYPERPERSONALIZATION.md`:
+- Domain suggestion maps (8 industries)
+- Exa category mappings (8 industries)
+- Provider selection rules
+- Persona data structure
+- API design patterns
+
+---
+
+**Status**: All changes complete and tested. Foundation ready for AI enhancement (Phase 2).
+