moreminimore-marketing/docs/ALwrity Researcher/RESEARCH_IMPROVEMENTS_SUMMARY.md

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

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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

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Provider Selection Logic

Basic: Always Google
Comprehensive/Targeted: Exa (if available) → Google (fallback)

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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

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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)

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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

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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

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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

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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

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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

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Status: All changes complete and tested. Foundation ready for AI enhancement (Phase 2).