Contesimal: Agent Library - Research

Description

The Agent Library - Research feature lets you use Kalidasa (Contesimal's AI agent) to conduct specialized research across different content creation domains. You can choose from five research types: Magazine Publishing Research, Book Publishing Research, Video Creator Research, Blog Research, and Podcast Research. Each research type provides specific options tailored to that domain (e.g., industry influencers, industry events). After selecting your research parameters, providing instructions, and optionally adding context, Kalidasa processes your request and generates research results that you can refine and use in your Creation Canvas.

Step-by-Step: 

The step-by-step instructions, screen descriptions, and UI details in this section are examples only. They are intended to help you understand how the feature works and how to complete the flow. Screens, labels, and layout may change in future product updates.

1. Access Agent Library - Research

• Navigate to the Agent Library section In left navigation menu
• Click Research section

2.  Select Research Type

On the "Select an option" screen, choose one of the five research types:

• Magazine Publishing Research
• Book Publishing Research
• Video Creator Research
• Blog Research
• Podcast Research

3.  Select Research Option

After selecting a research type, you'll see specific research options for that domain

• Magazine/Book/Video/Blog/Podcast Industry Influencers shaping the industry
• Magazine/Book/Video/Blog/Podcast Industry Events and conferences in the industry
• Click on the research option that matches your needs

4.  Select a Task

• If Magazine/Book/Video/Blog/Podcast Industry influencers shaping the industry is selected as an option, you can select the following Tasks:
  • Discover Similar Publishing Creators
  • List Relevant Magazine Social Influencers
• If Magazine/Book/Video/Blog/Podcast Industry Events and conferences in the industryis selected as an option, you can select the following Tasks:
  • List Relevant Magazine Publishing Industry Events
    

5.  Add Additional Context (Optional)

On the "Would you like to add additional context?" screen, you have three options:

• "Add from your Library" - Select documents from your existing content library
  • Select one document from the Content Library and click "Add Content" button OR
  • Search for a document from the Content Library and click "Add Content" button 
  • Click the X icon on selected document to remove it and add another one
• "Add a URL" - Provide a web URL for Kalidasa to reference
• "Upload a document" - Upload a new document from your computer
  • Suppported formats: PDF, DOC, DOCX, TXT, 
  • Max size 480 KB
• Click the X icon  to remove a context item and upload a new one
• Click "Next" button

6.  Provide Additional Instructions (Optional)

On the "Do you have any additional instructions?" screen, you can:

• Enter specific instructions in the "Enter instructions..." field 
• Leave it blank if you don't need additional instructions

7.  Select or Create Project

On the "Select or create project" screen, choose where to save your research:

• Select an existing project from the dropdown menu
• Use the search bar to find a specific project
• Click "+ Create new Project" to create a new project
• Click "Next" button

8.  Kalidasa Agent Processes Your Request

• You'll see: "Kalidasa is working on your request" screen
• A progress bar will show at the bottom
• Wait for the Agent to complete the research (typically takes a few seconds to a few minutes)

9.  Review Results on Creation Canvas

• Once Kalidasa Agent completes the research, you'll be automatically redirected to the Creation Canvas
• Your research results will be displayed in a document format
• You can review, edit, refine, delete or share your creation

Troubleshooting Guide

A. Research Type Options Don't Appear

• Issue: After accessing Research, the research type selection screen is blank or options don't load.

• Fix: 

  • Refresh the page and wait a few seconds for options to load

  • Check your internet connection - ensure you have a stable connection

  • Clear browser cache and try again

  • Try a different browser (Chrome, Edge, Firefox) if the issue persists

  • If options consistently don't appear, contact Support and mention that research types aren't loading

    
    

B. Research Option Cards Don't Respond to Clicks

• Issue: Clicking on a research option (e.g., "Book Publishing Industry Events") doesn't proceed to the next step.

• Fix:

  • Refresh the page and try clicking the option again

  • Wait a moment - there may be a brief delay before navigation

  • Try clicking directly on the card text rather than the edges

  • Check browser console for any JavaScript errors

  • Try a different browser if the issue persists

  • If clicking consistently doesn't work, contact Support with the specific research type and option you're trying to select

    
    

C. Additional Instructions Field Doesn't Accept Input

• Issue: You can't type in the "Enter instructions..." field, or text doesn't appear.

• Fix: 

  • Click directly in the input field to ensure it's focused

  • Refresh the page and try again

  • Check if JavaScript is enabled in your browser settings

  • Try a different browser or use an incognito/private window

  • Clear browser cache and cookies, then retry

  • If the field consistently doesn't work, contact Support and mention the input field issue

    
    

D. "Add from your Library" Modal Doesn't Open

• Issue: Clicking "Add from your Library" doesn't open the document selection modal.

• Fix: 

  • Refresh the page and try clicking the button again

  • Check browser pop-up blockers - ensure they're not blocking the modal

  • Try a different browser (Chrome, Edge, Firefox) or use an incognito/private window

  • Check browser permissions - ensure JavaScript is enabled

  • If the modal consistently won't open, try the other context options (Add URL or Upload document) instead

E. Can't Find Documents in Library Search

• Issue: When adding context from Library, you can't find the documents you're looking for.

• Fix:

  • Use the search bar - type keywords from the document title

  • Check document names - ensure you're searching for the correct title

  • Scroll through the list - there may be more documents below the visible area

  • Use filters - click the filter icon to narrow down document types

  • Check if documents are processed - ensure your documents have finished processing in the Library

  • If you still can't find documents, try uploading them directly using "Upload a document"

    
    

F. Selected Context Items Don't Appear or Can't Be Removed

• Issue: After selecting documents from Library, they don't show as tags, or you can't remove them with the X icon.

• Fix:

  • Refresh the page and try selecting documents again

  • Click the X icon directly on the tag to remove it

  • Check if documents were actually selected - look for checkmarks in the modal

  • Try selecting fewer documents - there may be a limit on context items

  • If context items consistently don't appear, contact Support and mention the context selection issue

    
    

G. Project Dropdown Doesn't Open or Shows No Projects

• Issue: The "Select or create project" dropdown doesn't open, or no projects are listed.

• Fix:

  • Click the dropdown arrow to ensure it opens

  • Use the search bar within the dropdown to find projects

  • Create a new project by clicking "+ Create new Project"

  • Refresh the page and try again

  • Check if you have existing projects - you may need to create one first

  • If the dropdown consistently doesn't work, contact Support and mention the project selection issue

    
    

H. Agent Takes Too Long or Gets Stuck

• Issue: The "Kalidasa is working on your request" message persists for an unusually long time, or the progress bar doesn't advance.

• Fix:

  • Wait a few minutes - complex research requests may take longer

  • Check your internet connection - ensure you have a stable connection

  • Refresh the page - sometimes a refresh can resolve temporary issues

  • Check if the research completed - try navigating to Creation Canvas manually to see if results are there

  • Try a simpler research request - very complex or broad requests may take longer

  • If Kalidasa remains stuck for more than 10-15 minutes, contact Support with details about your research request

    
    

I. Not Redirected to Creation Canvas After Research Completes

• Issue: Agent appears to have finished, but you're not automatically taken to the Creation Canvas.

• Fix:

  • Manually navigate to the Creation Canvas section

  • Check your project - look in the project you selected to see if research results are there

  • Clear browser cache and cookies, then try a new research request

  • Check browser settings - ensure no extensions are blocking redirects

  • Try a different browser if the issue persists

  • If automatic redirection consistently fails, contact Support and mention the redirect issue

    
    

J. Research Results Are Incomplete or Incorrect

• Issue: The research results on Creation Canvas don't match what you requested, or information seems wrong.

• Fix:

  • Review your instructions - ensure they were clear and specific

  • Check your context - verify that the documents/URLs you added are relevant

  • Try refining the research - use the AI Research panel to ask follow-up questions

  • Add more specific instructions - try running the research again with more detailed instructions

  • Check the research type and option - ensure you selected the correct research category

  • If results are consistently incorrect, contact Support with details about what you requested vs. what you received

    
    

K. Can't Add URL or Upload Document for Context

• Issue: The "Add a URL" or "Upload a document" options don't work when clicked.

• Fix:

  • Refresh the page and try clicking the option again

  • For URL: Ensure you're entering a valid, accessible web address

  • For Upload: Check file size limits and supported formats (PDF, DOCX, TXT, etc.)

  • Try a different browser if the issue persists

  • Check browser permissions - ensure file access is allowed

  • If these options consistently don't work, try using "Add from your Library" instead, or contact Support