Deep Research Mode (Agency Tier)

What you'll accomplish#

Deep Research Mode synthesizes a comprehensive multi-page analysis from your client memories—the kind of strategic document that would take 6-8 hours for a consultant to produce manually. Use this when you need to understand a client deeply: before a board presentation, when positioning for a new market, or when evaluating a major strategic shift.

Each Agency-tier account gets 5 deep research reports per month. The reset happens on the first day of the next calendar month.

Steps#

1. Open Coppermind and switch to the client you want to analyze deeply.

1. Think about what you're actually investigating. Examples:

• "What are Acme's biggest competitive vulnerabilities in the SMB market?"
• "How does Acme's brand perception among enterprise buyers compare to what they're telling us?"
• "Where are the gaps between Acme's stated strategy and what we're actually seeing in their campaigns?"

1. In Coppermind, search for Deep Research. Look for a tool labeled "Deep Research" or search for the term "deep" in your tool list.

1. Provide your research question. Be specific. "Run deep research on Acme" is vague. "What are the top 3 product-market fit risks Acme hasn't articulated?" is a real question.

1. Wait 30-60 seconds while Coppermind synthesizes. Deep Research scans across all your stored memories, identifies patterns, and generates a structured analysis with sections like:

• Key findings
• Supporting evidence (with specific dates and context)
• Gaps or contradictions
• Recommended next actions

1. Review the output. It's formatted as a document you can copy, edit, and share. Use it as-is for internal planning, or adapt it into a client presentation.

Tracking your usage#

You'll see your monthly count in Coppermind: "Deep Research: 3/5 used." When you hit the limit, Deep Research will show a preview of what the report would contain, plus an explanation that you've used your monthly allocation. The counter resets on the 1st of the next month.

Troubleshooting#

"Deep Research isn't available" — Deep Research is an Agency-tier feature. Check your subscription level. If you're on Pro, you'll see a preview of what Deep Research produces but won't be able to run a full report. Upgrade to Agency to unlock it.

"I got a preview instead of a full report" — You've used all 5 reports for this month. The preview shows what the full report would include. Wait until the 1st of next month or upgrade your plan.

"The research doesn't match what I know about this client" — Deep Research synthesizes from memories you've stored. If key facts aren't in Coppermind yet (a recent market research finding, a stakeholder conversation), Deep Research won't have them. Add those memories first, then run research again next month.

Next steps#

• Use Deep Research reports to brief your team or inform strategy discussions
• Feed high-confidence findings into your client briefings or board presentations
• Store the generated research as a memory so it becomes part of the client's permanent record