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Research information on websites

Lets the AI read web page content during support and use the text (as markdown) to answer with up-to-date information — limited to the sites you allow.

When to use:

  • Look up catalog, inventory, pricing, or policies on the company site
  • Follow docs, changelogs, or product pages without pasting text into the prompt
  • JavaScript sites (Firecrawl engine) or static HTML (Plain HTML engine)

Configuration:

  1. Add the Research information about… action
  2. Choose the engine:
    • Firecrawl — requires the integration (organization API key); renders JS and allows optional free search
    • Plain HTML — static fetch, no key; best for non-SPA pages
  3. Register the sites (URL + description of what is on each)
  4. With Firecrawl: optionally enable free web search
  5. Save the prompt

Behavior:

  • The AI can change query params (e.g. ?search=Civic?search=Corolla)
  • It can open subpages under the same path as the configured site
  • If the page is only an index, the result may include followUpLinks for a second call

⚠️ HTML engine

Sites built only with React/Next may return empty or incomplete results with Plain HTML. Prefer Firecrawl.

💡 Security

With free search off, the server only accepts URLs from configured sites (and subpages under the same path).

Example:

text
👤 Customer: Do you have a 2022 Corolla in stock?
🤖 AI: [scrapes the site with ?search=Corolla] Yes — I found 3 units…

Changelog: v2026.7.13 · Integration: Firecrawl

Documentation constantly being updated