Advisor

The Advisor is Persate's analytical assistant for research across the platform's public data and the organization's own documents. It searches material available to the account and links its findings to sources that can be inspected.

Open the Advisor from CORE → Advisor in the sidebar. The entry is shown when the Advisor is enabled for the organization.

Scope of applications

The Advisor automates research that would otherwise require searching several modules by hand:

• Correlational search — linking records kept in different modules. Example: "Which committee handled the latest energy prices bill, and how did each club vote on it?"
• Multi-source synthesis — setting statements against records. Example: "Compare the club's public statements on phasing out coal with its voting record over the last six months."
• Work with the organization's files — reading, summarizing and comparing Repository documents and checking them against public records.
• Preparing work in other modules — on request, an alert draft for the Tracker, a Smart Folder, or an article draft for the Editor. Review and complete these drafts in the destination module; a prepared alert draft does not start monitoring until it is saved there.

Note: The Advisor is not intended for general conversation, creative writing, code or forecasts unrelated to the platform's data.

Key system features

• Answers with sources — research findings link to the material used; open the citations to check the claims and any gaps in coverage.
• Interactive citations — claims carry source chips that open the vote, profile, document passage, recording moment or post.
• Visible work — progress summaries, actions, the plan and research agents appear while the Advisor works and fold into a single line when it finishes.
• Source check — many answers carry a shield icon that summarizes whether the key points are supported by sources.
• Collaboration while it works — a note can be added to a running task, and the task can be stopped at any time.

Areas of competence

The Advisor selects capabilities for the question from the modules enabled for the organization and the material the account can access. Tool names do not need to be specified in a question.

Typical questions and ways to check the resulting sources are described in Advisor skills.

Thinking depth

The depth control in the composer sets how thoroughly the Advisor works on a message:

• Surface — fast, direct references only; suited to lookups and short follow-ups.
• Balanced — the standard setting, recommended for most questions.
• Deep — the most thorough option, for multi-source briefings and comparisons.

The choice applies to one message. After sending, the control returns to the default. Guidance on choosing a depth is provided in Best practices.

Conversation history

The list of conversations sits on the right; the Conversations control on the right edge shows or hides it. New conversations receive an automatic title, which their author can rename. Projects group related conversations.

• New conversation — clears the workspace.
• Search conversations — filters the list.
• Resuming — selecting an entry restores the full record, including the activity and citations.
• Deleting — … → Delete conversation asks the author for confirmation before permanently deleting the conversation.

Conversations are private by default. Their author can move them into a shared project after confirming the change. Project members can then read the entire conversation and its saved analysis; only the author can continue or change it. Access to cited source material is checked separately. See Projects and sharing.

Workflow continuity

A running task is not interrupted when the view is closed or the browser is refreshed — the Advisor continues in the background. Reopening the conversation in the same browser reconnects to it and restores the progress so far. When Advisor notifications are enabled in Settings → Notifications, a notification arrives when a task finishes after its conversation was left, its tab was closed, or another tab stayed in front for more than two minutes.

Other entry points

• Global search — a query phrased as a question offers Ask the Advisor, which starts a new conversation with that question. See Search and notifications.
• Editor — the Editor has its own Advisor panel for the article being written; those sessions do not appear in the Advisor history. See Editor.
• Labs — some labs include a separate Lab Advisor. See Labs.

Availability and organization settings

• Administrators allow or block the external processing the Advisor relies on in Settings → Organization → External providers. While it is blocked, the Advisor cannot start new work; existing conversations are kept. See Administration.

Pages in this section

• Interface and Advisor workflow — starting a conversation, the composer, answers and citations, drafts in other modules, and history.
• Following the Advisor's work — the activity record, plan, research agents, notes added during work, clarifying questions and stopping.
• Advisor skills — available capabilities, typical questions and checking sources.
• Working examples — ready-made queries with a description of the expected behavior.
• Best practices — formulating questions, choosing a depth, attaching context, reading citations, and handling partial answers.