DATTA Investigation — deep research across all contexts and workspaces

DATTA Investigation (side menu, right below Chat) is the platform Chat in deep research mode. You ask on the same bar as the Chat — with the same workspace, context, persona and agent selectors — and the platform investigates more thoroughly: it breaks the question down, searches every selected context, follows the links in the graph and delivers a detailed report, with the entities, the graph, the timeline and the evidence each statement came from.

It is deliberately slower than the Chat: an investigation takes 1 to 4 minutes. Use the Chat for a quick question and DATTA Investigation when the question calls for the whole picture — "who are the partners of company X, which other companies do they own and which lawsuits involve that group?".

Where to ask: the Chat bar

The bar is the same as on the Chat home screen:

Selector	What it picks
Workspace	One workspace, or All workspaces to investigate everything you can reach.
Contexts	The contexts of the research. Select all turns them all on at once; untick the ones that don't matter.
Persona	The answering style (for instance, a tax analyst's), when personas are registered.
Agents	The relational databases that also take part in the research, when agents are registered.

The research only reaches the contexts you can read: those in the workspaces you belong to and those that are in no workspace. A context in someone else's workspace stays out, even with All workspaces and Select all.

What happens while the research runs

As soon as you send the question, the answer shows the progress, with the elapsed time:

Breaking the question into queries — the question becomes up to four complementary queries (for instance, the partners, the lawsuits, the related companies).
Searching the contexts — each query searches documents and the graph of every selected context; what several queries find moves up the list.
Expanding the entities in the graph — from the people, companies and lawsuits found, the research brings in their direct neighbours (partners, addresses, parties).
Building the timeline — from the dates written in the sources.
Writing the report — the text arrives bit by bit, as in the Chat.

If part of the research does not answer in time (a query, or the graph of one context), the answer says so in a yellow notice right above the tabs: the result may be incomplete, and it is worth trying again shortly. Nothing is hidden as if it were "nothing found".

You can have one investigation running at a time. If you send another before the first finishes, the screen tells you and asks you to wait.

The investigation runs in the background

You do not need to stay on the screen. After sending the question you can go elsewhere in the platform, close the tab or even lose the connection: the investigation keeps running on the server until it finishes, and the report goes to the history. When you come back to DATTA Investigation, the screen opens the running investigation, shows "Investigation running in the background" with the elapsed time and displays the report as soon as it is ready.

To interrupt it, use Stop (in the question field or in the notice). What had already been written stays in the history, marked as interrupted.
An investigation lasts at most 30 minutes; after that it is ended and saved as interrupted.
If you are on another screen when it finishes, the green message "Pesquisa Finalizada" (research finished) appears in the bottom-right corner (for the tab where it was started).
It does not appear in the "Background executions" panel: progress is followed on the DATTA Investigation screen itself.

Asking about a name: only sources that cite it count

When the question names a proper noun ("Qubo Tecnologia"), a CNPJ, a case number or a year, the research only keeps the sources that mention all of those terms (ignoring accents and case). The queries the model plans must repeat them too: "Qubo Tecnologia" never becomes "technology companies". Similarity search always returns the closest results, even when none of them is about the subject. Without this rule, entities and sources about other companies showed up as if they were the answer.

What was discarded appears in the research notices. If no source cites the name, the notice says so and the report states that the searched base does not cover the subject, instead of reporting on unrelated sources. Questions without a proper noun or number keep the usual similarity search.

The answer: five tabs

When the research finishes, the answer gets five tabs, each with the context filter at the top (All, or only the contexts you tick):

Tab	What it shows
Report	The complete answer, as in the Chat — text, table, graph and the Map button — organised into Summary, Entities involved, Relationships, Chronology and Gaps. Every statement cites its source: [Fonte 3].
Entities	The people, companies, lawsuits and addresses the research found, each with its record: properties, links, the sources that cite the entity and, for those with a postcode, the proximity map.
Graph	The platform graph with the entities from every context of the research — the same drawing and colours as the Chat and DATTA BI.
Timeline	The dated facts, in order, grouped by year, each with the source the date came from.
Evidence	The sources of the research, in the order of the report's [Fonte N], with the excerpt, the properties and the link to the full document.

What the tabs show: what the report cited

The search always brings the results closest to the question — even when none of them answers it. So Entities, Graph, Timeline and Evidence show, by default, only what the report used: the sources it cites, the entities of those sources and the ones directly linked to them, and their dated facts. A strip at the top of the panel says how many sources the report cited out of the total the search brought.

See everything the search brought shows every result, including the ones the report did not use. Only what the report cited goes back to the cut.
If the report found no answer in the sources and cites none, the tabs say so, with the button See the search results anyway.
While the report is being written, the tabs show everything; the cut appears when it ends.

Entities and graph

On an entity record, See in graph opens the Graph tab with it highlighted.
Expand links fetches from the graph the neighbours of the entity that the research did not bring — they join the list and the graph of this answer.
In the graph, click a node to see its details on the side; double-click brings its links. The type filters and the +, − and fit to screen controls work as in the Chat graph.

Timeline

The timeline uses only dates written in the sources — the filing date of a lawsuit, the date a partner joined, the publication date of a decision. A date nobody wrote never shows up. If the sources carry no dates, the tab says so.

Evidence

Cited marks the sources the report cites. By default the list already shows only the cited ones; the others appear with See everything the search brought.
The report reads the most relevant sources (up to 40); the others are marked Outside the report — they are there for you to check, but they back no statement in the text.
Open full document opens the document in the platform reader, in a new tab.
For a source that is a graph entity, See entity opens its record.

Export the report as PDF

Once the research is done, the Exportar PDF button above the tabs downloads the report as a PDF. The file carries the question, the date, the contexts, the research notices, the full report and, at the end, the cited sources, each with its context and excerpt. The file is generated in the browser itself, with no external service, and its text is selectable. The file name follows the format investigacao-<question>-<date>.pdf.

History

Investigations have their own history, in the column on the left of the screen — separate from the Chat history. New investigation starts another one; the current one stays in the history. When you reopen an investigation, the five tabs come back as they were.

Who can use it

DATTA Investigation has its own permission: Administrator, Analyst and Advanced user can run the deep research; the Read only profile keeps the Chat. The item only shows in the menu for those with the permission and when the active workspace includes the DATTA Investigation feature (the workspace administrator picks each workspace's features).

Once the permission is granted, it applies from the next login.