Analyst One Help

A workflow groups the documents, searches, chats, extracted entities, and draft reports that belong to one research task. Start with a deal, company, sector, or thesis, then add source material as you go.

Build 1.0 focuses on intelligent search, document analysis, and citation-backed answers. Collaboration, API access, CLI access, and external data feeds are being staged for later releases.

• Upload PDFs and URLs into a workflow.
• Ask questions against your research library.
• Open answers back to the cited source page.

Analyst One is designed around PDFs first, including scanned PDFs, filings, broker notes, investor presentations, and long-form reports. URL import can fetch pages or documents from supported public links.

After import, each document moves through upload, parsing, extraction, and graph-building states. You can begin reviewing text as soon as parsing finishes; deeper entity linking may continue in the background.

Use the chat panel for natural-language questions across the active workflow. Good questions name the company, period, metric, or document scope you care about.

Cited answers link back to the source context. Open the citation, review the page, and compare the generated answer against the document before using it in a memo or model.

Create a new workflow for a company review, deal process, sector screen, or recurring reporting package. If two sets of documents should not share context, split them into separate workflows.

Analyst One extracts entities and relationships from your documents, then uses that graph to improve retrieval. The graph is there to help you inspect how the corpus is connected, not to replace source review.

Uploaded pages are processed by Felix infrastructure for OCR, layout recovery, entity extraction, and model-assisted cleanup. Temporary uploads are intended to be deleted after processing completes, with a short maximum retention window for failed or delayed jobs.

The parsed research index used for search and citation is stored in your browser for the active device. Clearing browser storage, switching devices, or using a different browser may affect what is available locally.

Where model calls are required, Analyst One is designed to use providers with no-training and zero-retention commitments. The final policy will name the relevant provider, region, and contract details once confirmed.

When subscriptions are enabled, sign in to Analyst One, open Billing from your account menu, choose a plan, add payment details, and confirm the subscription. Your access level should update after the checkout flow completes.

To change plan, seat count, billing interval, or payment method, open Billing and select Manage subscription. Changes may apply immediately or at the next renewal date depending on the plan and billing provider configuration.

To cancel, open Billing, choose Manage subscription, then select Cancel plan. Access usually remains active until the end of the paid billing period. Final retention, export, and refund rules will be added once confirmed.

Create an account from the Analyst One app site using your work email. Depending on your organization, access may require approval, an invite link, or an administrator adding you to the workspace.

Open Profile from the account menu to update display details such as name and organization information. Authentication details, email changes, and single sign-on settings may be managed through the identity provider.

For account closure, contact support or use the account controls once available. The final version will include the exact deletion timeline, export options, and organization-admin responsibilities.

Send the workflow name, document name, page number, browser, and a short description of what you expected to happen. For citation issues, include the question you asked and the answer you received.

Email hello@felixresearch.com. The team will use the details you provide to reproduce the issue and follow up with next steps.