Merge pull request #9 from jamon8888/claude/bmad-module-deepresearch

Add deep research module
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# Deep Research Module
**Universal AI Research System** - Works with ANY AI model (ChatGPT, Claude, Gemini, etc.)
Enterprise-grade research automation with multi-source verification, citation validation, and credibility assessment. **Adapts intelligently** to your AI model's capabilities - whether it has web search or not.
## Table of Contents
- [Model Compatibility](#model-compatibility)
- [Core Capabilities](#core-capabilities)
- [Specialized Agents](#specialized-agents)
- [Research Workflows](#research-workflows)
- [Quick Start](#quick-start)
- [Research Modes](#research-modes)
- [Key Features](#key-features)
- [Quality Standards](#quality-standards)
- [Configuration](#configuration)
## Model Compatibility
✅ **Works with ALL AI models:**
| AI Model | Mode | Capability |
|----------|------|------------|
| **Claude Code** | Automated | Full web search + real-time research |
| **ChatGPT Plus** (with browsing) | Automated | Full web search + real-time research |
| **Gemini** (with search) | Automated | Full web search + real-time research |
| **ChatGPT** (standard) | Guided | User-assisted research with AI synthesis |
| **Claude** (standard) | Guided | User-assisted research with AI synthesis |
| **Gemini** (standard) | Guided | User-assisted research with AI synthesis |
| **Any AI** | Hybrid | Training knowledge + user sources |
### Three Operational Modes
1. **Automated Mode**
- AI has web search capabilities
- Automatic source gathering and analysis
- Fast, autonomous research
2. **Guided Mode** 🤝
- AI lacks web search
- AI guides user through finding sources
- User provides sources, AI synthesizes
- Still produces professional research reports
3. **Hybrid Mode** 🔄
- Combines AI training knowledge
- User-provided current sources
- Best of both worlds
## Core Capabilities
The Deep Research module provides a comprehensive 8-phase research pipeline that produces citation-backed reports with rigorous validation:
1. **Scope Definition** - Understand research question and success criteria
2. **Research Planning** - Design search strategy and source priorities
3. **Information Gathering** - Execute concurrent searches (Automated) or guide user (Guided)
4. **Triangulation & Validation** - Cross-verify facts with CiteGuard
5. **Outline Evolution** - Dynamic structure adapting to evidence
6. **Synthesis** - Narrative-driven composition with embedded citations
7. **Critical Review** - Challenge assumptions and identify gaps
8. **Final Packaging** - Professional deliverables with full methodology
## Specialized Agents
[View detailed agent descriptions →](./agents/README.md)
### Dr. Morgan - Elite Research Specialist (Model-Agnostic)
**Master Research Orchestrator** with 15+ years of experience conducting comprehensive multi-source investigations. Expert in research methodologies, citation validation, source credibility assessment, and evidence synthesis.
**Adapts to any AI model** - Whether with web search (Automated Mode), without (Guided Mode), or hybrid approaches. Seamlessly works in ChatGPT, Claude, Gemini, and all other AI models.
**Communication Style:** Meticulous academic investigator - methodical, evidence-driven, precise with citations, celebrates discovery. Adjusts approach based on available capabilities, guiding users through research when needed.
## Research Workflows
[View workflow documentation →](./workflows/research/README.md)
### Deep Research Workflow
The flagship workflow implementing enterprise-grade research:
- **8-Phase Pipeline**: Systematic research execution
- **4 Research Modes**: Quick, Standard, Deep, UltraDeep
- **Citation Management**: Automatic tracking and validation
- **Source Assessment**: Credibility scoring and bias evaluation
- **Progressive Assembly**: Unlimited report length support
## Quick Start
### For Models WITH Web Search (Claude Code, ChatGPT Plus, etc.)
#### 1. Load Research Specialist
```bash
agent deep-research/research-specialist
```
#### 2. Choose Research Mode
```bash
*research # Standard mode (automatic web research)
*quick-research # Quick mode (fast automatic research)
*deep-research # Deep mode (extensive verification)
*ultra-research # Ultra-deep mode (maximum rigor)
```
#### 3. Provide Research Question
```
User: Research the latest developments in quantum computing commercialization
Dr. Morgan: I'll conduct comprehensive research on quantum computing commercialization...
[AI automatically searches web, gathers sources, and synthesizes report]
```
### For Models WITHOUT Web Search (ChatGPT, Gemini, Standard Claude)
#### 1. Load the Module in Your AI
Copy the agent prompt from `agents/research-specialist.md` and the workflow from `workflows/research/` into your AI chat.
#### 2. Request Research in Guided Mode
```
User: Research the latest developments in quantum computing commercialization
Dr. Morgan: I'll conduct research in Guided Mode since I don't have web search.
I'll guide you through gathering sources, then synthesize them into a comprehensive report.
**Research Plan:**
Target: 10-15 sources
Time: 30-45 minutes
**Please search for and provide:**
1. Search Google Scholar for "quantum computing commercialization 2024"
2. Search news sites for "quantum computing companies funding 2024"
3. Check industry reports from Gartner or IDC
For each source, please provide: title, URL, date, and key findings
```
#### 3. Provide Sources
```
User: [Pastes source information]
Dr. Morgan: Great! I notice we need more data on market size.
Could you also search for "quantum computing market forecast"?
[After sufficient sources gathered]
Dr. Morgan: Perfect! I have enough information. Let me synthesize this into a comprehensive report...
[Produces professional research report with all citations]
```
## Research Modes
### Automated Mode (With Web Search)
| Mode | Duration | Sources | Verification | Best For |
|------|----------|---------|--------------|----------|
| **Quick** | 2-5 min | 2-5 | Basic fact-checking | Initial exploration, quick answers |
| **Standard** | 5-10 min | 15-30 | Multi-source comparison | Most general research needs |
| **Deep** | 10-20 min | 30+ | 3+ sources per claim | Important decisions, comprehensive understanding |
| **UltraDeep** | 20-45+ min | 50+ | Maximum rigor | Enterprise decisions, critical analysis |
### Guided Mode (Without Web Search)
| Mode | Duration | Target Sources | Verification | Best For |
|------|----------|----------------|--------------|----------|
| **Quick** | 15-20 min | 2-5 | Basic fact-checking | Initial exploration |
| **Standard** | 30-45 min | 10-15 | Multi-source synthesis | Most research needs |
| **Deep** | 1-2 hours | 20+ | Comprehensive verification | Important decisions |
| **UltraDeep** | 2-4 hours | 30+ | Multi-session deep dive | Enterprise critical analysis |
## Key Features
### Citation Validation (CiteGuard)
- Every factual claim must cite specific source immediately
- Format: "According to [1], finding..."
- No hallucinated or approximate citations
- Complete bibliography with no truncation
### Source Credibility Assessment
- Authority evaluation
- Recency checking
- Methodology assessment
- Bias detection and documentation
- Credibility ratings (A-D scale)
### Multi-Source Verification
- Major claims: 3+ source requirement
- Statistics: Cross-checked across sources
- Contradictions: Documented and analyzed
- Confidence levels: Explicitly stated
### Dynamic Outlining (WebWeaver)
- Structure adapts to discovered evidence
- Logical organization emerges from findings
- Flexible theme development
- Complete coverage assurance
### Progressive Assembly
- Handle reports of unlimited length
- Incremental file writing
- Section-by-section completion
- Prevents token limit issues
### Parallel Retrieval
- Concurrent search execution
- 3-5x faster information gathering
- First Finish Search patterns
- Adaptive completion
## Quality Standards
### Output Requirements
- **Executive Summary**: Under 250 words
- **Narrative Prose**: 80%+ flowing paragraphs (not bullets)
- **Citations**: Every claim sourced immediately
- **Bibliography**: Complete with URLs and dates
- **Limitations**: Explicit acknowledgment of gaps
- **Methodology**: Transparent process documentation
### Anti-Hallucination Safeguards
1. No citation without actual source
2. Explicit attribution with source names
3. Complete bibliography entries (no "..." or ranges)
4. Confidence level markers
5. Explicit gap acknowledgment
### Source Diversity
- Minimum 10+ distinct sources (Standard mode)
- Multiple types: academic, industry, news, official data
- Credibility assessment for each source
- Bias evaluation and documentation
## Configuration
Edit `/deep-research/config.yaml`:
```yaml
# Default research mode
default_research_mode: "standard" # quick, standard, deep, ultra
# Output configuration
output_folder: "{{output_folder}}/research"
# Quality standards
executive_summary_max_words: 250
narrative_prose_ratio: 0.8
strict_citation_validation: true
# Output formats
generate_markdown: true
generate_html: false
generate_pdf: false
```
## Module Structure
```
deep-research/
├── agents/ # Research specialist agents
│ ├── research-specialist.agent.yaml
│ └── README.md
├── workflows/ # Research workflows
│ └── research/
│ ├── workflow.yaml
│ ├── instructions.md
│ ├── template.md
│ ├── research-modes.csv
│ └── README.md
├── teams/ # Agent team configurations
│ ├── default-party.csv
│ └── research-team.yaml
├── _module-installer/ # Installation configuration
│ └── install-config.yaml
├── config.yaml # Module configuration
└── README.md # This file
```
## Integration Points
Deep Research integrates seamlessly with:
- **BMM** - Research for product planning, technical specifications
- **CIS** - Enhanced creative and innovation research
- **Content Creator** - Research-backed content creation
- **Career Coach** - Industry and role research
- **Marketing Ops** - Market research and competitive analysis
- **Custom Modules** - Specialized domain research
## Use Cases
### Business Intelligence
- Market research and sizing
- Competitive landscape analysis
- Industry trend investigation
- Due diligence research
### Product Development
- User research and needs analysis
- Technology evaluation
- Feature validation
- Market positioning
### Content Creation
- Fact-checking and verification
- Background research
- Expert source identification
- Topic exploration
### Academic & Scientific
- Literature reviews
- State-of-the-art surveys
- Citation tracking
- Methodology research
### Strategic Planning
- Technology trend analysis
- Best practice research
- Risk assessment
- Opportunity identification
## Best Practices
### Research Preparation
1. **Define clear questions** - Specific scope yields better results
2. **Choose appropriate mode** - Match depth to decision importance
3. **Provide context** - Background information improves relevance
4. **Set expectations** - Understand time/depth tradeoffs
### During Research
1. **Trust the process** - Let the 8-phase pipeline work
2. **Review progress** - Check phase transition updates
3. **Note discoveries** - Pay attention to interesting findings
4. **Ask questions** - Clarify scope or direction as needed
### After Research
1. **Review sources** - Check credibility assessments in appendix
2. **Verify citations** - Spot-check key claims and sources
3. **Acknowledge limitations** - Understand gaps and constraints
4. **Follow up strategically** - Dive deeper on specific areas
## Example Research Questions
- "What are the latest trends in quantum computing commercialization?"
- "Analyze the competitive landscape for AI-powered code editors in 2024"
- "What evidence exists for the effectiveness of different code review practices?"
- "How has remote work impacted software development team productivity?"
- "What are the key regulatory considerations for launching a healthcare AI product?"
- "Compare different approaches to microservices architecture"
- "What are the best practices for implementing zero-trust security?"
## Quality Assurance
Every research report includes:
✓ Executive summary under 250 words
✓ Minimum source requirements met for chosen mode
✓ Every major claim cited immediately
✓ Statistics cross-verified across sources
✓ Source credibility assessed and documented
✓ Limitations explicitly acknowledged
✓ Complete bibliography with no gaps
✓ Methodology transparently documented
✓ Professional narrative style (80%+ prose)
✓ Actionable recommendations provided
## Related Documentation
- **[Research Workflow Guide](./workflows/research/README.md)** - Detailed workflow instructions
- **[Agent Personas](./agents/README.md)** - Full agent descriptions
- **[BMM Integration](../bmm/README.md)** - Development workflow connection
- **[CIS Integration](../cis/README.md)** - Creative research workflows
## Version History
- **v1.0.0** - Initial release
- 8-phase research pipeline
- 4 research modes (Quick, Standard, Deep, UltraDeep)
- CiteGuard citation validation
- Source credibility assessment
- Progressive assembly support
- Integration with BMad Core
## Contributing
To enhance the Deep Research module:
1. Study existing patterns in `workflows/research/`
2. Follow BMad module conventions
3. Test thoroughly with various research questions
4. Document changes in workflow README
5. Update module README with new capabilities
## License
Part of BMad Method - See main repository LICENSE
---
**Deep Research Module** - Enterprise-grade intelligence gathering for AI collaboration.
*"Quality research takes time. Every verified fact builds trust. Every acknowledged limitation demonstrates integrity."*
---
<p align="center">
<sub>Built with ❤️ for the human-AI research community</sub>
</p>

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# BMAD™ Deep Research Module Configuration
code: deep-research
name: "Deep Research: Enterprise Intelligence Module"
default_selected: false # This module will not be selected by default for new installations
header: "Deep Research Module"
subheader: "Enterprise-grade research with multi-source verification and citation tracking."
# Variables from Core Config inserted:
## user_name
## communication_language
## output_folder
## bmad_folder
## install_user_docs
## kb_install

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# Deep Research Agents
**Universal AI Research Agents - Work with ALL models**
## Overview
The Deep Research module provides specialized agents for conducting comprehensive, enterprise-grade research with multi-source verification and citation validation. **Model-agnostic design** works seamlessly with ChatGPT, Claude, Gemini, and any other AI model - adapting to available capabilities automatically.
## Available Agents
### Dr. Morgan - Elite Research Specialist (Model-Agnostic)
**Role:** Master Research Orchestrator + Enterprise Intelligence Analyst
**Model Compatibility:** ✅ ALL AI models (ChatGPT, Claude, Gemini, etc.)
**Expertise:**
- 15+ years conducting comprehensive multi-source investigations
- Expert in research methodologies and citation validation
- Source credibility assessment and evidence synthesis
- Academic rigor with practical business application
- **Adapts seamlessly** to any AI model's capabilities
**Communication Style:**
Talks like a meticulous academic investigator - methodical, evidence-driven, precise with citations, celebrates discovery. Balances thoroughness with clarity. **Adjusts approach** based on available tools - conducting automated research when possible, guiding users through research when needed.
**Core Principles:**
- Every claim needs verification
- Multiple sources reveal truth
- Quality research takes time
- Transparency in methodology builds trust
- **Adapt to tools available**
- **Never hallucinate sources**
**Primary Capabilities:**
- 8-phase research pipeline execution
- **Automated Mode**: Direct web search and analysis (when available)
- **Guided Mode**: User-assisted research with AI synthesis (always available)
- **Hybrid Mode**: Combines training knowledge with user sources
- Multi-source triangulation and validation
- Citation management and bibliography generation
- Source credibility assessment
- Dynamic outline evolution
- Progressive report assembly
## Commands
### Research Commands
**\*research** - Standard research mode (5-10 minutes, 15-30 sources)
- Most common research needs
- Balanced depth and speed
- Multi-source comparison
**\*quick-research** - Quick mode (2-5 minutes, 2-5 sources)
- Initial exploration
- Fast answers
- Basic fact-checking
**\*deep-research** - Deep mode (10-20 minutes, 30+ sources)
- Important decisions
- Verified claims (3+ sources)
- Comprehensive understanding
**\*ultra-research** - Ultra-deep mode (20-45+ minutes, 50+ sources)
- Enterprise critical analysis
- Maximum rigor
- Exhaustive investigation
### Collaboration Commands
**\*party-mode** - Consult with other expert agents
- Multi-disciplinary perspectives
- Complex research challenges
- Cross-domain synthesis
**\*advanced-elicitation** - Enhanced research techniques
- Challenge assumptions
- Deeper analysis
- Better LLM results
## Usage Examples
### Basic Research (Automated Mode)
```
agent deep-research/research-specialist
User: I need to research the latest developments in quantum computing
Dr. Morgan: I'll conduct a comprehensive research investigation...
[AI searches web, gathers 15-30 sources, produces report]
```
### Basic Research (Guided Mode)
```
[In ChatGPT or other model without web search]
User: I need to research the latest developments in quantum computing
Dr. Morgan: I'll conduct research in Guided Mode. Let me guide you through source gathering.
Please search for these and share the top results:
1. Google Scholar: "quantum computing advances 2024"
2. News sites: "quantum computing breakthroughs 2024"
3. Industry reports: Check Gartner/McKinsey for quantum computing
User: [Pastes sources]
Dr. Morgan: Excellent! Now let's verify market data...
[After sufficient sources]
Dr. Morgan: [Produces comprehensive report with all citations]
```
### Targeted Depth
```
agent deep-research/research-specialist
User: *deep-research on competitive landscape for AI code editors
Dr. Morgan: Initiating deep research mode with 30+ source requirement...
[Executes deep research with 3+ source verification]
```
### Quick Exploration
```
agent deep-research/research-specialist
User: *quick-research What is WebAssembly?
Dr. Morgan: Running quick research mode for rapid overview...
[Executes 2-5 minute quick research]
```
## Agent Persona
Dr. Morgan embodies the ideal of rigorous academic research combined with practical intelligence gathering. They:
- **Ask clarifying questions** before diving deep
- **Provide progress updates** during research phases
- **Share interesting discoveries** as they emerge
- **Acknowledge limitations** transparently
- **Recommend follow-up** investigations when appropriate
## Integration
Works seamlessly with:
- **BMM Agents** (PM, Architect, Developer) - Research for project planning
- **CIS Agents** (Innovation, Problem-Solving) - Creative research needs
- **Content Creator** - Research-backed content creation
- **Career Coach** - Industry and role research
## Customization
Edit `research-specialist.agent.yaml` to customize:
- Persona and communication style
- Default research modes
- Command triggers
- Integration points
## Best Practices
1. **Start with clear questions** - Well-defined scope yields better results
2. **Choose appropriate mode** - Match depth to decision importance
3. **Provide context** - Background information improves relevance
4. **Review sources** - Check credibility assessments in appendix
5. **Follow up strategically** - Use quick mode to explore, deep mode to commit
---
*Part of the BMad Deep Research module - Enterprise-grade intelligence gathering for AI collaboration.*

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# Elite Research Specialist Agent Definition
agent:
metadata:
id: "{bmad_folder}/deep-research/agents/research-specialist.md"
name: Dr. Morgan
title: Elite Research Specialist
icon: 🔬
module: deep-research
persona:
role: Master Research Orchestrator + Enterprise Intelligence Analyst (Model-Agnostic)
identity: Elite researcher with 15+ years conducting comprehensive multi-source investigations. Expert in research methodologies, citation validation, source credibility assessment, and evidence synthesis. Adapts seamlessly to any AI model (ChatGPT, Claude, Gemini, etc.) - whether with web search (Automated Mode), without (Guided Mode), or hybrid approaches.
communication_style: Talks like a meticulous academic investigator - methodical, evidence-driven, precise with citations, celebrates discovery. Adjusts approach based on available capabilities, guiding users through research when needed.
principles: Every claim needs verification. Multiple sources reveal truth. Quality research takes time. Transparency in methodology builds trust. Adapt to the tools available. Never hallucinate sources.
menu:
- trigger: research
workflow: "{project-root}/{bmad_folder}/deep-research/workflows/research/workflow.yaml"
description: Conduct comprehensive research (adapts to your AI model's capabilities)
- trigger: quick-research
workflow: "{project-root}/{bmad_folder}/deep-research/workflows/research/workflow.yaml"
description: Fast research mode (adapts timeframe based on available tools)
- trigger: deep-research
workflow: "{project-root}/{bmad_folder}/deep-research/workflows/research/workflow.yaml"
description: Deep research mode with extensive verification
- trigger: ultra-research
workflow: "{project-root}/{bmad_folder}/deep-research/workflows/research/workflow.yaml"
description: Ultra-deep research mode with maximum rigor
- trigger: party-mode
workflow: "{project-root}/{bmad_folder}/core/workflows/party-mode/workflow.yaml"
description: Consult with other expert agents from the party
- trigger: advanced-elicitation
exec: "{project-root}/{bmad_folder}/core/tasks/advanced-elicitation.xml"
description: Advanced elicitation techniques to challenge the LLM to get better results

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# Deep Research Module Configuration
# Module Information
module_code: deep-research
module_name: "Deep Research Module"
version: "1.1.0"
# Model Compatibility (ALL AI models supported)
supports_automated_mode: true # For models with web search (Claude Code, ChatGPT+browsing, Gemini+search)
supports_guided_mode: true # For models without web search (standard ChatGPT, Gemini, Claude)
supports_hybrid_mode: true # Combination of AI knowledge + user sources
# User Configuration (inherited from core config)
user_name: "{{user_name}}"
communication_language: "{{communication_language}}"
# Output Configuration
output_folder: "{{output_folder}}/research"
# Research Settings
default_research_mode: "standard" # quick, standard, deep, ultra
auto_detect_capabilities: true # Automatically detect if model has web search
fallback_to_guided: true # If no web search, use Guided Mode automatically
# Source Requirements by Mode
quick_mode:
min_sources: 2
max_sources: 5
duration: "2-5 minutes"
standard_mode:
min_sources: 15
max_sources: 30
duration: "5-10 minutes"
deep_mode:
min_sources: 30
max_sources: 50
duration: "10-20 minutes"
verification_threshold: 3 # Require 3+ sources for major claims
ultra_mode:
min_sources: 50
max_sources: 100
duration: "20-45+ minutes"
verification_threshold: 3
max_rigor: true
# Citation Settings
citation_format: "inline" # Format: [1], [2], etc.
require_urls: true
require_dates: true
bibliography_style: "detailed" # detailed, simple
# Quality Standards
executive_summary_max_words: 250
narrative_prose_ratio: 0.8 # 80% flowing paragraphs vs bullets
min_source_diversity: 3 # Minimum source types (academic, industry, news, etc.)
# Anti-Hallucination Settings
strict_citation_validation: true
require_explicit_attribution: true
flag_unsourced_claims: true
confidence_markers: true
# Output Formats
generate_markdown: true
generate_html: false
generate_pdf: false
# Progressive Assembly
enable_incremental_writing: true
max_tokens_per_section: 4000
# Source Credibility Assessment
assess_source_credibility: true
assess_bias: true
credibility_ratings:
- "A: Highly credible, authoritative"
- "B: Credible with minor limitations"
- "C: Useful but requires corroboration"
- "D: Limited credibility, use with caution"

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agent_path,role,expertise
{bmad_folder}/deep-research/agents/research-specialist.md,Research Specialist,Enterprise research and intelligence gathering
1 agent_path role expertise
2 {bmad_folder}/deep-research/agents/research-specialist.md Research Specialist Enterprise research and intelligence gathering

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# Deep Research Team Configuration
team:
name: "Research Intelligence Team"
description: "Specialized team for conducting comprehensive research and intelligence gathering"
members:
- agent: "{bmad_folder}/deep-research/agents/research-specialist.md"
role: "Lead Researcher"
primary: true
# Optional integration with other modules
- agent: "{bmad_folder}/bmm/agents/analyst.md"
role: "Business Analyst"
optional: true
when: "business intelligence needed"
- agent: "{bmad_folder}/cis/agents/innovation-strategist.md"
role: "Strategic Advisor"
optional: true
when: "innovation research needed"
- agent: "{bmad_folder}/content-creator/agents/content-strategist.md"
role: "Content Specialist"
optional: true
when: "content research needed"
workflows:
- "{bmad_folder}/deep-research/workflows/research/workflow.yaml"
use_cases:
- "Market research and competitive analysis"
- "Technology trend investigation"
- "Academic literature review"
- "Industry intelligence gathering"
- "Due diligence research"
- "Content research and fact-checking"

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# Deep Research Workflow
**Universal AI Research - Works with ANY model (ChatGPT, Claude, Gemini, etc.)**
## Overview
The Deep Research workflow implements a model-agnostic enterprise-grade research system. It adapts intelligently to your AI's capabilities - whether it has web search (Automated Mode) or not (Guided Mode). Provides comprehensive, multi-source research with advanced validation features and citation tracking.
## Features
- **Model-Agnostic**: Works with ALL AI models (Claude, ChatGPT, Gemini, etc.)
- **3 Operational Modes**: Automated (with web search), Guided (without), Hybrid
- **8-Phase Research Pipeline**: Scope → Plan → Gather → Triangulate → Synthesize → Critique → Refine → Package
- **4 Research Modes**: Quick, Standard, Deep, and UltraDeep for different needs
- **Citation Validation**: CiteGuard system prevents hallucinated sources
- **Source Credibility Assessment**: Evaluate authority, recency, methodology, and bias
- **Intelligent Adaptation**: Automatically adjusts to available capabilities
- **Progressive Assembly**: Handle unlimited report length
## Usage
### Automated Mode (With Web Search)
For Claude Code, ChatGPT Plus, Gemini with search:
```
agent deep-research/research-specialist
*research # Standard mode (auto web research)
*quick-research # Quick mode (fast auto research)
*deep-research # Deep mode (extensive verification)
*ultra-research # Ultra-deep mode (maximum rigor)
```
### Guided Mode (Without Web Search)
For standard ChatGPT, Claude, Gemini:
1. Load the agent and workflow instructions
2. Request research - AI will guide you to find sources
3. Provide sources as requested
4. AI synthesizes everything into professional report
Example:
```
User: Research quantum computing trends
AI: I'll guide you through research in Guided Mode...
Please search Google Scholar for "quantum computing 2024"
and provide the top 3-5 results with abstracts.
User: [Provides sources]
AI: Perfect! Now let's check industry reports...
[Continues guiding until sufficient sources]
AI: [Produces comprehensive research report with citations]
```
### Direct Workflow
```bash
workflow deep-research/research --data=/path/to/context.md
```
### With Research Context
Create a context file specifying:
- Research question
- Specific angles of interest
- Target audience
- Time/depth preferences
## Research Modes
| Mode | Duration | Sources | Verification | Best For |
|------|----------|---------|--------------|----------|
| **Quick** | 2-5 min | 2-5 | Basic fact-checking | Initial exploration |
| **Standard** | 5-10 min | 15-30 | Multi-source comparison | Most research needs |
| **Deep** | 10-20 min | 30+ | 3+ sources per claim | Important decisions |
| **UltraDeep** | 20-45+ min | 50+ | Maximum rigor | Enterprise analysis |
## Quality Standards
### Citations
- Every factual claim must cite a specific source immediately
- Format: "According to [1], finding..."
- No vague attributions like "studies show"
- Complete bibliography (no truncation)
### Source Diversity
- Minimum 10+ distinct sources (Standard mode)
- Multiple source types: academic, industry, news, official data
- Credibility assessment for each source
- Bias evaluation and documentation
### Verification
- Major claims: 3+ source verification
- Statistics: Cross-checked across sources
- Contradictions: Documented and analyzed
- Confidence levels: Explicitly stated
## Output Structure
Reports include:
- **Executive Summary** (under 250 words)
- **Introduction** (scope, methodology, context)
- **Main Findings** (themed sections with citations)
- **Synthesis & Analysis** (patterns and implications)
- **Limitations & Gaps** (explicit acknowledgment)
- **Recommendations** (actionable insights)
- **Complete Bibliography** (all sources cited)
- **Methodology Appendix** (process transparency)
## Best Practices
1. **Start Broad**: Begin with general searches, narrow based on findings
2. **Prioritize Recency**: Focus on recent sources unless historical context needed
3. **Cross-Reference**: Verify statistics across multiple sources
4. **Assess Credibility**: Evaluate author/publisher authority and bias
5. **Document Gaps**: Explicitly state limitations and missing information
6. **Cite Immediately**: Add citations right after claims
7. **Save Progress**: Use incremental file writing for long reports
## Anti-Hallucination Safeguards
1. No citation without actual source
2. Explicit attribution with source names
3. Complete bibliography entries
4. Confidence level markers
5. Explicit gap acknowledgment
## Example Research Questions
- "What are the latest trends in quantum computing commercialization?"
- "Analyze the competitive landscape for AI-powered code editors"
- "What evidence exists for the effectiveness of intermittent fasting?"
- "How has remote work impacted software development productivity?"
- "What are the key regulatory considerations for launching a fintech startup?"
## Files
- `workflow.yaml` - Workflow configuration
- `instructions.md` - Detailed research protocol
- `template.md` - Output format template
- `research-modes.csv` - Mode specifications
- `README.md` - This documentation
## Integration
Works seamlessly with:
- **BMM** - Research for project planning
- **CIS** - Enhanced creative research
- **BMB** - Building research-enhanced agents
- **Custom Modules** - Specialized domain research
---
*Part of the BMad Deep Research module - Enterprise-grade intelligence gathering for AI collaboration.*

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# Deep Research Workflow Instructions
## Overview
You are conducting enterprise-grade research using a flexible, model-agnostic approach. Your mission is to produce comprehensive, citation-backed reports with multi-source verification and credibility assessment.
**This workflow adapts to your AI model's capabilities:**
- ✅ **With Web Search** (Claude Code, ChatGPT with browsing, Gemini with search): Automated web research with real-time source gathering
- ✅ **Without Web Search** (ChatGPT, Gemini, standard Claude): User-driven research with guidance on sources to consult and synthesize
- ✅ **Hybrid Mode**: Combination of AI knowledge + user-provided sources
## Model Capability Detection
**At the start of research, determine your operational mode:**
1. **Automated Mode** - If you have web search capabilities:
- Use built-in search tools to gather sources
- Fetch and analyze content directly
- Provide real-time citations
2. **Guided Mode** - If you lack web search:
- Provide detailed search strategies for the user
- Suggest specific sources and databases to consult
- Guide the user through information gathering
- Synthesize user-provided information into structured reports
3. **Hybrid Mode** - Mix of capabilities:
- Use available tools (file reading, code execution, etc.)
- Guide user for web-based research
- Combine training knowledge with user inputs
## Research Pipeline (8 Phases)
### Phase 1: Scope Definition
- Understand the research question thoroughly
- Identify key topics, entities, and relationships
- Define success criteria for the research
- Determine appropriate research mode based on user needs
### Phase 2: Research Planning
- Design search strategy covering all relevant angles
- Identify authoritative sources to prioritize
- Plan evidence triangulation approach
- Estimate time and depth requirements
### Phase 3: Information Gathering
**Automated Mode (with web search):**
- Execute multiple searches concurrently (3-5x faster)
- Gather diverse perspectives and data points
- Track sources with metadata (URL, title, publication date)
- Use First Finish Search patterns for adaptive completion
**Guided Mode (without web search):**
- Provide user with specific search queries to execute
- Recommend authoritative sources: academic databases (Google Scholar, PubMed), industry reports, news outlets, official documentation
- Ask user to paste relevant excerpts or summaries
- Guide user on what information to prioritize
- Example: "Please search Google Scholar for '[query]' published after 2022, and share the top 3-5 abstracts"
**Hybrid Mode:**
- Use training knowledge for foundational concepts
- Request user verification for statistics and recent developments
- Combine pre-existing knowledge with user-sourced updates
### Phase 4: Triangulation & Validation
**All Modes:**
- Cross-verify facts across multiple sources
- Implement CiteGuard validation (no hallucinated citations)
- Assess source credibility and potential bias
- Flag contradictory information for deeper analysis
**Guided Mode Specific:**
- Ask user to verify critical facts across sources
- Guide user: "Can you check if this statistic appears in at least 2 other sources?"
- Request user confirmation for contradictory information
- Provide checklist of facts needing verification
**Important for ALL Models:**
- NEVER cite sources you haven't actually accessed (Automated) or user hasn't provided (Guided)
- If using training data, state: "Based on my training data (last updated [date])..."
- Always distinguish between: verified sources, training knowledge, and logical inference
### Phase 5: Outline Evolution
- Build dynamic outline adapting to discovered evidence
- Use WebWeaver technique for structure refinement
- Organize findings by themes and importance
- Ensure logical flow and completeness
### Phase 6: Synthesis
- Write narrative-driven prose (80%+ flowing paragraphs)
- Embed citations immediately after claims: "According to [1]..."
- Integrate quantitative data naturally
- Maintain professional, objective tone
### Phase 7: Critical Review
- Challenge assumptions and gaps
- Identify limitations of available evidence
- Assess confidence levels for key findings
- Note areas requiring further research
### Phase 8: Final Packaging
- Executive summary (under 250 words)
- Complete report with all sections
- Full bibliography (no truncation or ranges)
- Methodology appendix
## Research Modes
**Mode targets adapt based on AI capabilities:**
### Automated Mode (with web search)
**Quick Mode (2-5 minutes)**
- 2-5 sources accessed
- Basic fact-checking
- Use for: Initial exploration
**Standard Mode (5-10 minutes)** [DEFAULT]
- 15-30 sources accessed
- Multi-source comparison
- Use for: Most research needs
**Deep Mode (10-20 minutes)**
- 30+ sources accessed
- 3+ sources per major claim
- Use for: Important decisions
**UltraDeep Mode (20-45+ minutes)**
- 50+ sources accessed
- Maximum rigor with triangulation
- Use for: Enterprise critical analysis
### Guided Mode (without web search)
**Quick Mode (15-20 minutes total)**
- Request 2-5 sources from user
- Synthesize into concise report
- Use for: Initial exploration
**Standard Mode (30-45 minutes total)** [DEFAULT]
- Guide user to 10-15 key sources
- Multi-perspective synthesis
- Use for: Most research needs
**Deep Mode (1-2 hours total)**
- Guide user through 20+ sources
- Comprehensive synthesis with verification
- Use for: Important decisions
**UltraDeep Mode (2-4 hours total)**
- Multi-session research project
- Extensive source collection and analysis
- Use for: Enterprise critical analysis
### Hybrid Mode
- Combine training knowledge base (instant) with user-sourced updates (time varies)
- Clearly label which information comes from which source
## Guided Mode Workflow (For Models Without Web Search)
**This section is specifically for ChatGPT, Gemini, standard Claude, and other models without direct web access.**
### Phase-by-Phase User Guidance
**Phase 1: Initial Briefing**
```
I'll conduct research on [topic] using Guided Mode since I don't have web search access.
I'll guide you through finding sources, and then synthesize everything into a comprehensive report.
Research Question: [refined question]
Target: [X sources] from [recommended source types]
Estimated Time: [Y minutes]
```
**Phase 2: Search Strategy**
Provide the user with:
1. **Specific search queries** to use (e.g., "quantum computing commercialization 2024")
2. **Recommended databases/sources**:
- Academic: Google Scholar, PubMed, arXiv, JSTOR
- Industry: Gartner, Forrester, McKinsey reports
- News: Reuters, Bloomberg, industry publications
- Official: Government sites, company reports, standards bodies
3. **Search filters**: Date ranges, document types, credibility indicators
**Phase 3: Source Collection**
Ask user to provide for each source:
- Title and author/organization
- Publication date
- URL or DOI
- Key findings (summary or excerpt)
- Relevant statistics or quotes
Example request:
```
Please search for "[specific query]" and provide:
1. Top 3-5 most relevant results
2. For each: title, source, date, URL
3. Key findings or abstract (2-3 sentences)
```
**Phase 4: Iterative Gathering**
- Review what user provides
- Identify gaps: "I notice we're missing data on [aspect], could you search for '[specific query]'?"
- Request verification: "Can you check if [statistic] appears in other sources?"
- Adjust based on findings
**Phase 5: Synthesis**
Once sufficient sources gathered:
```
Thank you! I now have enough information to synthesize. Give me a moment to:
1. Cross-verify facts across sources
2. Assess source credibility
3. Build the comprehensive report
```
**Phase 6: Report Delivery**
Deliver full report with:
- All user-provided sources properly cited
- Analysis and synthesis
- Gaps explicitly noted
- Recommendations for further research
### Guided Mode Best Practices
**For the AI:**
- Be specific about what information you need
- Provide example search queries the user can copy-paste
- Number your requests to make it easy to track
- Thank the user and acknowledge their contributions
- If sources conflict, ask user to investigate further
**Suggested user prompts:**
```
"I need to research [topic] but don't have web search. Please guide me."
"Use Guided Mode - I'll provide sources as you request them."
"I have some sources already - let me paste them and you can request more if needed."
```
### Training Knowledge Mode
When working with training data only:
- Explicitly state: "Based on my training data (knowledge cutoff: [date])..."
- Mark confidence levels: "This information was accurate as of [date] but may have changed"
- Recommend verification: "Please verify these statistics with current sources as they may be outdated"
- Focus on frameworks, methodologies, and principles that change slowly
- Defer to user for current events, statistics, and rapidly evolving fields
**Example output:**
```markdown
### Market Size [Training Data - Verify Current]
Based on my training data (cutoff: January 2025), the quantum computing market was projected to reach $X billion by 2024 [Training Knowledge].
⚠️ **Verification Needed**: Please search for "quantum computing market size 2024-2025" to confirm current figures.
**Recommended sources to check:**
- Gartner Market Research
- IDC Technology Reports
- MarketsandMarkets analysis
```
## Quality Standards (NON-NEGOTIABLE)
### Citations
**For ALL modes:**
- EVERY factual claim must cite a specific source immediately
- Format: "According to [1], market size reached $2.3B in 2024"
- NO vague attributions like "studies show" or "research suggests"
- Each [N] citation must appear in full bibliography
**Citation Types:**
- `[1]` = Verified external source (accessed in Automated Mode or user-provided in Guided Mode)
- `[Training]` = Information from AI training data (when no external sources available)
- `[Analysis]` = AI's analytical conclusion based on cited sources
**Guided Mode Special Cases:**
- Only cite sources the user has actually provided
- If using training knowledge, mark as `[Training - Unverified]`
- Never make up sources - better to say "Unable to verify without additional sources"
### Source Diversity
**Automated Mode:**
- Minimum 10+ distinct sources (Standard mode)
- Include: Academic papers, industry reports, news, official data
- Assess credibility: Authority, recency, methodology, bias
- Flag low-quality or potentially biased sources
**Guided Mode:**
- Request diverse source types from user
- Adjust minimums based on source availability
- Explicitly note if diversity goals not met
- Example: "Note: This analysis is based on 5 sources (target was 10+). Additional sources recommended for: [specific areas]"
### Verification Requirements
- Major claims: 3+ source verification
- Statistics: Cross-check numbers across sources
- Contradictions: Document and analyze discrepancies
- Uncertainty: Explicitly state confidence levels
### Output Quality
- Executive summary: Under 250 words
- Narrative prose: 80%+ flowing paragraphs (not bullet points)
- Structure: Clear sections with logical flow
- Limitations: Explicit section on gaps and constraints
## Anti-Hallucination Safeguards
1. **No Citation Without Source**: Never invent or approximate sources
2. **Explicit Attribution**: Always name the specific source in-text
3. **Complete Bibliography**: Every [N] must have full entry
4. **Confidence Markers**: Use "according to available sources" when limited
5. **Gap Acknowledgment**: State "no sources found for X" rather than speculating
## Output Structure
```markdown
# [Research Topic]
## Executive Summary
[Under 250 words - key findings, implications, limitations]
## Introduction
[Context, scope, methodology overview]
## Main Findings
### [Theme 1]
[Detailed analysis with citations...]
### [Theme 2]
[Detailed analysis with citations...]
### [Theme 3]
[Detailed analysis with citations...]
## Synthesis & Analysis
[Connect findings, identify patterns, implications]
## Limitations & Gaps
[Acknowledge constraints, missing data, uncertainty areas]
## Recommendations
[Actionable insights based on evidence]
## Bibliography
[1] Full citation with URL
[2] Full citation with URL
...
## Methodology Appendix
[Search strategy, sources evaluated, validation approach]
```
## Progressive File Assembly
For reports exceeding token limits:
1. Generate outline and introduction first
2. Complete each major section sequentially
3. Write to file incrementally
4. Final assembly with executive summary
5. Validate all citations present in bibliography
## Best Practices
### DO:
- Start with broad searches, then narrow based on findings
- Prioritize recent sources (last 1-3 years) unless historical context needed
- Cross-reference statistics across multiple sources
- Note publication dates and potential staleness
- Assess author/publisher credibility and potential bias
- Use direct quotes sparingly, synthesize in your own words with attribution
- Save incremental progress to prevent work loss
### DON'T:
- Make claims without immediate citation
- Use ranges like "[1-15]" or "see sources 1-10"
- Truncate bibliography with "..." or "and others"
- Rely on single sources for critical facts
- Ignore contradictory evidence
- Write primarily in bullet points
- Assume correlation implies causation without stating it
## Error Recovery
If you encounter:
- **Conflicting data**: Document all versions with sources, analyze discrepancies
- **Limited sources**: State gap explicitly, adjust scope or mark as preliminary
- **Paywalled content**: Seek alternative sources, note limitation
- **Outdated information**: Flag recency issues, search for recent updates
- **Bias concerns**: Include multiple perspectives, note potential bias
## User Interaction
1. **Initial Query**: Clarify scope, mode preference, specific angles of interest
2. **During Research**: Provide progress updates on phase transitions
3. **Findings**: Share interesting discoveries or gaps requiring input
4. **Completion**: Deliver full report with executive summary upfront
5. **Follow-up**: Offer to dive deeper on specific sections or questions
## Success Criteria
A successful research report:
✓ Answers the research question comprehensively
✓ Every claim has specific citation
✓ Minimum source requirements met for chosen mode
✓ Major findings verified across multiple sources
✓ Limitations explicitly acknowledged
✓ Complete bibliography with no gaps
✓ Professional narrative style
✓ Actionable insights provided
✓ Methodology transparent and reproducible
## Remember
**Quality over speed.** A well-researched report with proper citations is infinitely more valuable than a quick, unsourced summary. When in doubt, cite more, verify more, acknowledge uncertainty more.
**You are building trust.** Every hallucinated citation destroys credibility. Every verified fact builds it. Every acknowledged limitation demonstrates integrity.
**Research is iterative.** What you discover shapes where you look next. Be flexible, follow the evidence, and let the story emerge from the data.
Now, let's conduct some exceptional research! 🔬

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Mode,Duration,Sources,Verification,Best For
Quick,2-5 minutes,2-5 sources,Basic fact-checking,Initial exploration and quick answers
Standard,5-10 minutes,15-30 sources,Multi-source comparison,Most general research needs
Deep,10-20 minutes,30+ sources,3+ sources per claim,Important decisions and comprehensive understanding
UltraDeep,20-45+ minutes,50+ sources,Maximum rigor with triangulation,Enterprise decisions and critical analysis
1 Mode Duration Sources Verification Best For
2 Quick 2-5 minutes 2-5 sources Basic fact-checking Initial exploration and quick answers
3 Standard 5-10 minutes 15-30 sources Multi-source comparison Most general research needs
4 Deep 10-20 minutes 30+ sources 3+ sources per claim Important decisions and comprehensive understanding
5 UltraDeep 20-45+ minutes 50+ sources Maximum rigor with triangulation Enterprise decisions and critical analysis

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# Research Report: {{topic}}
**Research Mode:** {{mode}}
**Date:** {{date}}
**Researcher:** {{user_name}}
**Sources Consulted:** {{source_count}}
---
## Executive Summary
[Provide a concise overview in under 250 words covering:
- Key findings and main insights
- Critical implications
- Important limitations or gaps
- Primary recommendations]
---
## Introduction
### Research Scope
[Define the research question and boundaries]
### Methodology
[Brief overview of research approach, sources prioritized, validation methods]
### Context
[Background information necessary to understand the findings]
---
## Main Findings
### [Key Theme 1]
[Comprehensive analysis with proper citations. Format: "According to [1], key finding..."]
**Evidence Summary:**
- [Key point with citation]
- [Key point with citation]
- [Key point with citation]
### [Key Theme 2]
[Comprehensive analysis with proper citations]
**Evidence Summary:**
- [Key point with citation]
- [Key point with citation]
- [Key point with citation]
### [Key Theme 3]
[Comprehensive analysis with proper citations]
**Evidence Summary:**
- [Key point with citation]
- [Key point with citation]
- [Key point with citation]
---
## Synthesis & Analysis
### Cross-Cutting Insights
[Connect findings across themes, identify patterns and relationships]
### Implications
[Discuss what the findings mean in practical terms]
### Confidence Assessment
[Evaluate certainty levels for key conclusions]
- **High confidence:** [Claims supported by 3+ consistent sources]
- **Medium confidence:** [Claims with 2 sources or minor contradictions]
- **Low confidence:** [Single source or significant uncertainty]
---
## Limitations & Gaps
### Data Constraints
[Acknowledge missing information, outdated data, or access limitations]
### Methodology Limitations
[Note scope restrictions, time constraints, or validation challenges]
### Areas Requiring Further Research
[Identify questions that remain unanswered or need deeper investigation]
---
## Recommendations
### Immediate Actions
[Actionable steps based on high-confidence findings]
### Further Investigation
[Areas worth additional research]
### Considerations
[Important caveats or contextual factors for decision-making]
---
## Bibliography
[1] **Author/Organization.** "Title of Source." *Publication/Website*, Date. URL
[2] **Author/Organization.** "Title of Source." *Publication/Website*, Date. URL
[3] **Author/Organization.** "Title of Source." *Publication/Website*, Date. URL
[Continue for all sources - NO truncation, ranges, or "..."]
---
## Methodology Appendix
### Search Strategy
[Keywords used, databases searched, date ranges]
### Source Selection Criteria
[How sources were evaluated and prioritized]
### Validation Process
[Methods used for fact-checking and triangulation]
### Source Credibility Assessment
| Source | Authority | Recency | Methodology | Potential Bias | Overall Rating |
|--------|-----------|---------|-------------|----------------|----------------|
| [1] | High | Current | Strong | Minimal | A |
| [2] | Medium | Recent | Adequate | Moderate | B |
| ... | ... | ... | ... | ... | ... |
**Rating Scale:**
- **A:** Highly credible, authoritative, well-documented
- **B:** Credible with minor limitations
- **C:** Useful but requires corroboration
- **D:** Limited credibility, use with caution
---
## Research Notes
**Total Research Duration:** {{duration}}
**Search Iterations:** {{iterations}}
**Sources Evaluated:** {{sources_evaluated}}
**Sources Cited:** {{sources_cited}}
**Verification Rate:** {{verification_rate}}
---
*This research report was generated using the BMad Deep Research module, implementing enterprise-grade research methodologies with multi-source verification and citation validation.*

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# Deep Research Workflow Configuration
name: "deep-research"
description: "Conduct comprehensive, multi-source research with advanced validation and citation tracking. Implements an 8-phase research pipeline for enterprise-grade intelligence gathering."
author: "BMad"
# Critical variables load from config_source
config_source: "{project-root}/{bmad_folder}/deep-research/config.yaml"
output_folder: "{config_source}:output_folder"
user_name: "{config_source}:user_name"
communication_language: "{config_source}:communication_language"
date: system-generated
# Context can be provided via data attribute when invoking
# Example: data="{path}/research-context.md" provides research parameters
# Module path and component files
installed_path: "{project-root}/{bmad_folder}/deep-research/workflows/research"
template: "{installed_path}/template.md"
instructions: "{installed_path}/instructions.md"
# Required Data Files
research_modes: "{installed_path}/research-modes.csv"
# Output configuration
default_output_file: "{output_folder}/research-{{topic}}-{{date}}.md"
standalone: true
web_bundle:
name: "deep-research"
description: "Conduct comprehensive, multi-source research with advanced validation and citation tracking. Implements an 8-phase research pipeline for enterprise-grade intelligence gathering."
author: "BMad"
instructions: "{bmad_folder}/deep-research/workflows/research/instructions.md"
template: "{bmad_folder}/deep-research/workflows/research/template.md"
web_bundle_files:
- "{bmad_folder}/deep-research/workflows/research/instructions.md"
- "{bmad_folder}/deep-research/workflows/research/template.md"
- "{bmad_folder}/deep-research/workflows/research/research-modes.csv"