📌Note: This feature is available to Advanced users on Evo Everywhere, and to all users on Evo Enterprise. It is not available to Base users on Evo Everywhere, or to users on the Standard tier. If you are unsure of your user type or tier, see understanding Evo tiers.
Evo Researcher helps you work through complex information quickly — reading your documents, answering questions, and producing outputs you can use straight away. This guide walks you through opening Evo Researcher for the first time and completing your first project.
Step 1 — Open Evo Researcher
Sign in to the Evo platform and click the Evo button. In the Products menu, select Evo Researcher. You'll land on your projects dashboard.
📌Note: If Evo Researcher isn't showing in your menu, your account hasn't been set up for it yet. Contact your org admin or Evo admin to request access.
🤓Tip: The first time you open a project, Evo Researcher runs an in-app guided tour highlighting the main parts of the UI. You can replay it any time from the Settings menu. The tour points at the buttons — this guide takes you through using them.
You can use the single chat or create a project. We recommend starting a new project.
Step 2 — Create a project
Click + New Project.
Give it a clear name that describes what it's for — for example, Customer A account review or Q3 board report. The name helps Evo Researcher understand what you're working on, so be specific rather than using something like Test 1.
Click Create Project. You can skip everything else for now.
Step 3 — Upload your files
Click the Uploads tab on the right-hand side (the tray icon).
Drag in any documents you want your project to work with — call notes, emails, reports, contracts, spreadsheets.
Your Evo Researcher project can reference these files across every conversation in this project. You only need to upload them once.
Step 4 — Ask your first question
Type your question in the chat box and press send. For example:
Read through the uploaded notes and summarise the key risks for this account.
Evo Researcher will read your files and reply based on the content. It is this grounding which keeps Evo Researcher focused on helping you achieve your goal.
Step 5 — Get something you can use
If you want Evo Researcher to produce a document, email, or report that you can download or share, ask for it directly. For example:
Draft a follow-up email to the customer summarising the actions we agreed on the call.
The output will appear in the Preview panel on the right and be saved to the Artefacts tab for you to download or copy.
You've created an Evo Researcher project, given the project your context, and produced something useful. As you get comfortable, you can explore instructions (to shape how Evo Researcher responds), connectors (to pull in live data), and collaborators (to invite teammates) — but none of that is needed to get started.
Step 6 — Review and refine
You are always in control. Review and refine the artefacts produced until they meet your expectations.
🤓Tip: Not happy with the output? Ask Evo Researcher to adjust it — for example, "Make this more concise" or "Add a section on next steps." You can keep refining until it's right.