xoai/research

• PERSONA: Read sage/core/agents/analyst.persona.md for your mindset.

Research Workflow

Understand before building. Research users, needs, and opportunities.

Auto-Pickup

Scan .sage/docs/ for existing research artifacts (jtbd-, ux-audit-, opportunity-, user-interview-). Scan .sage/work/ for in-progress research initiatives.

If prior research exists: "Sage: Found existing research — [list]. Building on what's already known."

If in-progress initiative: resume from current phase.

Read .sage/decisions.md for context.

Step 1: Scope the Research (Zone 1)

Sage → research workflow. What do you want to understand?

[1] Users — interview → JTBD analysis (2 steps) [2] Opportunity — JTBD → opportunity map (2 steps) [3] Experience — UX audit → evaluation (2 steps) [4] Comprehensive — interview → JTBD → UX audit → opportunity map (4 steps)

Pick 1-4, type / for commands, or describe what you need.

Step 2: Execute Skill Chain

Based on scope, load and execute skills in sequence:

| Scope | Skill Chain | |-------|-------------| | Users | user-interview → jtbd | | Opportunity | jtbd → opportunity-map | | Experience | ux-audit → ux-evaluate | | Comprehensive | user-interview → jtbd → ux-audit → opportunity-map |

For each skill in the chain:

1. Announce: "Sage: Starting [skill name]."
2. Load sage/skills/[skill]/SKILL.md and follow its process
3. Save output to .sage/docs/[skill-prefix]-[topic].md
4. Present per-skill findings (Zone 2):

Sage: [Skill] findings for [topic]:

• [Key finding 1]
• [Key finding 2]

[A] Approve — continue to next step [R] Revise

Pick A/R, or tell me what to change.

5. On approval, proceed to next skill in chain

Step 3: Synthesize

After all skills in the chain complete:

• Cross-reference findings across skills
• Identify the top 3-5 insights with supporting evidence
• Note contradictions or gaps between findings

🔒 FINDINGS CHECKPOINT (Zone 2):

Sage: Research complete. Key findings:

1. [Top insight with evidence]
2. [Second insight]
3. [Third insight]

Artifacts: .sage/docs/[skill-prefix]-[topic].md (for each skill)

Decision: [research conclusions]. (appended to decisions.md)

[A] Approve findings [R] Revise [N] New session → /design to continue

Pick A/R/N, or tell me what to change.

Findings quality check (before presenting):

• Specific? Names concrete things, not vague patterns.
• Insight, not inventory? Tells you something beyond file listings.
• Actionable? A designer or builder could use this finding.

Step 4: Next Step (Zone 3)

Next steps: /design — brief → spec → copy (reads your research findings) /build — spec → plan → implement → verify /reflect — review research quality, extract meta-learnings

Type a command, or describe what you want to do next.

Quality Criteria

Good research output:

• Findings are specific and evidence-based, not generic
• Each finding includes supporting data or quotes
• Contradictions between sources are noted, not hidden
• The synthesis connects individual findings into a narrative
• Artifacts are saved to .sage/docs/ with clear naming

Rules

• Search existing knowledge before researching (don't re-learn).
• Save all findings to .sage/docs/ with skill-prefix naming.
• Present findings BEFORE storing in memory (user approves first).
• Use WHEN/CHECK/BECAUSE for any self-learning captures.
• Each skill in the chain gets its own checkpoint.
• The synthesis is more than a summary — it connects findings.