When creating a new report, you can start from a new or existing Collection or Template.
Starting from a Collection
Select the Collections icon from the dashboard.
Create a new collection or select an existing one. Click here for additional information on creating and viewing collections.
Name
Provide a name for your report. If you select an existing template, the Name field will be populated with the Template name. You will need to delete this and enter the name of your report.
Purpose
Clearly state the specific scope or main objective of your report. What does the report aim to achieve, or what is the question it seeks to answer?
Example 1: This report will analyze cyber threat actors' use of AI for malicious attacks, detailing their tactics (TTPs) and most targeted sectors to empower proactive defenses.
Example 2: To conduct a due diligence report on [person] and [his/her] company [company name].
This section can also be used to provide format instructions for your report, such as word count and page limits, using active or passive voice, adding classification portion markers, etc.
Persona
Identifying the role you want the AI to adopt shapes the tone, style, and content of your report. Tailor your report's tone to your audience. Choose from pre-defined personas (Agent, Researcher, Analyst, Business) or select "Other" to customize the AI's writing style for a specific role. For example, asking AI to respond as an expert in cyber security can yield more detailed and technical insights than a general query.
Example: Choose "Other" and specify Cyber Security Analyst
For additional information on selecting a report persona, click here.
Outline
This section is where you will leverage Indago to analyze your data and structure your report.
Each of these section headers in the default outline is an individual prompt that can be modified and/or expanded. (i.e. Key Finding written in 3 concise bullet points)
To change the order of the outline, click and hold the six dotted lines to drag the sections up or down. Sections can also be dragged to the right to make them a 'subsection.'
Click ‘Add Section’ to add a new section or sub-section to the report.
Click the three vertical dots to remove a section or add a subsection.
For report types that are created regularly, you can save their outlines and use them for future reports.
Click on “Template” to view a list of your saved outlines that can be selected for new reports or select a template from Indago presets.
Once the outline is ready, click here to generate the report.
Select or Edit Sources
Review selected sources
To add or remove sources, click “collections.”
Generate Report
Watch as each section of the report is quickly generated. When a section is completed, the section headers will be displayed in the sidebar with a check mark.
Once the report has been completed, users have the option to regenerate it if they aren’t happy with the results or finish the report.
Refine Your Report
With section-specific regeneration, you can refine individual sections of your report without regenerating the entire document. Simply click the regeneration button (recycle icon) next to any section header to adjust its content.
For even greater control, use AI Model Selection for each section, ensuring the most relevant insights for your analysis. Whether you need a deeper contextual understanding or a more concise summary, this feature allows you to customize and optimize every part of your report efficiently.
Finalize the Report
This section allows the user to make general edits, add comments, and review sources.
To Add a comment, highlight text in the report, then click the highlighted Message button in the toolbar.
The comments will appear in the sidebar. It will include the name of the commenter, along with a date and timestamp.
The parameters used to develop your report can be viewed by clicking "Details" in the sidebar. It will include the purpose, persona, and outline prompts.
Sources used in building your report will appear in the sidebar. You can click "See Result" to view the article.
You're done! Once you have made any necessary changes to your report, click this button to copy and paste it elsewhere outside the Indago platform (i.e. Word, Google Docs).
To save your report to a designated collection, click this button.
To export your report in PDF form, click the download button.
To duplicate your report, click this button and save the document under a new title.
Updated: 17 March 2025