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Research Modes

Finch Fusion offers different research modes optimized for various types of queries. Understanding when to use each mode helps you get the best results.

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Available Modes

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Chat Mode

The default mode for quick interactions and straightforward questions. Best for:

• Simple factual questions
• Quick lookups in documents
• General information requests
• Follow-up questions

How it works:

• Searches your documents directly
• Provides concise answers
• Fast response time
• Maintains conversation context

Example queries:

• “What was the total revenue last quarter?”
• “Who is the CEO of this company?”
• “List the main products mentioned in the filing”

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Graph Mode

Specialized mode for exploring relationships and entities through knowledge graphs. Best for:

• Understanding connections between entities
• Exploring relationships (companies, people, events)
• Visual mapping of information
• Discovering non-obvious links

How it works:

• Queries the knowledge graph
• Shows entity relationships visually
• Reveals connections across your data
• Presents structured relationship data

Example queries:

• “How is Company A connected to Company B?”
• “Show me all executives mentioned across documents”
• “What companies are linked to this technology?”
• “Map the relationships in this industry”

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Deep Research Mode

The most comprehensive mode for in-depth research and analysis. Best for:

• Complex, multi-faceted questions
• Report generation
• Research requiring multiple sources
• Synthesis of information

How it works:

• Performs multi-step research using an AI agent
• Searches documents and web sources simultaneously
• Synthesizes information from multiple places
• Streams progress updates in real time
• Takes longer but delivers thorough results

Example queries:

• “Generate a comprehensive company analysis for Tesla”
• “Research the competitive landscape of cloud computing”
• “Create a market outlook combining document insights and current trends”

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Choosing the Right Mode

Use this decision guide:

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Mode Comparison

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Switching Modes

To change modes:

1. Look for the mode selector in the chat header
2. Click to view available modes
3. Select your desired mode
4. The chat will now operate in that mode

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Mode-Specific Features

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Chat Mode Features

• Conversation memory
• Quick document search
• Citation links
• Follow-up handling

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Graph Mode Features

• Visual graph display
• Entity cards
• Relationship paths
• Interactive exploration
• Graphs saved to your project sidebar for later access

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Deep Research Mode Features

• Multi-step AI agent processing
• Real-time progress indicators
• Section-by-section output
• Source aggregation from documents and the web
• Streaming updates so you can follow the research process

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Real-Time Research

In Deep Research mode, watch the research process:

1. Query Analysis - The AI understands your request
2. Document Search - Finding relevant information
3. Web Search - Gathering current data (when applicable)
4. Synthesis - Combining findings
5. Output Generation - Creating the final response

Progress updates appear so you know what’s happening.

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Providing Feedback

After receiving a response in any mode, you can provide feedback to help improve results:

• Use the thumbs up or thumbs down buttons on responses
• Your feedback helps refine the AI’s performance over time

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Combining Modes

For comprehensive research workflows:

1. Start with Chat - Get oriented with quick questions
2. Use Graph - Explore relationships you’ve identified
3. Finish with Deep Research - Generate the comprehensive output

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Best Practices

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For Chat Mode

• Keep questions focused and specific
• Use for iterative exploration
• Follow up on interesting points
• Verify facts before relying on them

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For Graph Mode

• Explore broadly before focusing
• Use relationship insights to guide further research
• Export or note interesting connections
• Combine visual and text insights

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For Deep Research Mode

• Allow time for thorough research
• Be specific about desired output
• Review all sections when complete
• Edit and refine as needed

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Troubleshooting