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You do not need to accept the first version of a report. After generation, type follow-up messages in the same task to change any part of the output. Every edit creates a new version. You can not roll back. You can view previous versions but you can’t iterate on it. The edit assistant has access to all original research data, not just the visible report. It can also search the web, read uploaded documents, and pull cross-task context from previous tasks. Only one edit session runs per task at a time.

What you can do

ActionExample prompt
Query the report”What were the top three competitors by revenue?”
Modify a section”Rewrite the pricing section to compare annual plans only.”
Add new information”I just uploaded Q4 earnings. Integrate those numbers.”
Think out loud”I’m not sure this recommendation fits our budget. What would change if we cut scope by 40%?”
Correct errors”The Acme Corp revenue figure is wrong. It should be $42M, not $38M.”
Repurpose for an audience”Rewrite the executive summary for a board presentation.”
Apply changes”Update the report with all the changes we discussed.”
Invite a collaboratorUse the invite option in the task to add team members. Collaborators can view the full conversation history, add their own follow-ups, and contribute to report refinement.
Changes are surgical. Solve patches the relevant sections instead of regenerating the entire report. This preserves formatting and context in sections you did not modify.

Iteration patterns

Ask specific questions about the report content without reading it first. Solve answers from the full research data, not just the visible text. Useful when you need a single data point or want to validate an assumption quickly.
Ask Solve to adjust tone, depth, or focus for a specific audience. For example: “Make this more technical for the engineering team” or “Simplify the financial analysis for a non-finance audience.” The structure stays the same while the language shifts.
Upload a new file or paste data directly into the chat. Solve integrates it into the existing report, and the new version shows what changed.
Attachments panel open on the right side with the chat input showing the Add files and photos option highlightedAttachments panel open on the right side with the chat input showing the Add files and photos option highlighted
This is useful when you receive updated numbers or find a missing data source after the initial report.
Share half-formed ideas or constraints. Solve treats these as context for improving the analysis.For example: “We probably can’t afford more than $50K for this. What changes?” Solve will not judge incomplete thoughts.
Reference findings from previous Solve tasks. Solve pulls cross-task context to connect insights across separate research tasks. For example: “Compare this with the competitor analysis from last week.”
Point out factual mistakes directly. Solve corrects the specific data point and updates any downstream analysis that relied on it. Provide the correct figure when possible to speed up the fix.
Transform the same research into multiple output formats. A single report can become a board memo, a technical brief, and a customer-facing summary through separate follow-up requests.

Smart follow-up suggestions

After each report generation or edit, Rocket displays 3 to 5 suggestion chips below the report. These suggest logical next actions based on the report content, your previous actions, and available Rocket capabilities. Each chip falls into one of two behavior types. In-task suggestions execute immediately within the current conversation. Redirect suggestions navigate you to another part of the platform where the action makes more sense.

Suggestion categories

CategoryPurposeBehavior
SolveGo deeper into a specific finding or open questionIn-task
TransformConvert the report into a different format (document, presentation)In-task
ChallengeStress-test assumptions, find counterarguments, identify risksIn-task
Strategic actionDerive concrete next steps from the findingsIn-task
Competitive intelligenceSet up ongoing monitoring for competitors or marketsRedirect
BuildCreate an artifact (model, framework, plan) from the findingsIn-task
Promote to KBExtract reusable knowledge into your workspace knowledge baseRedirect
Suggestions adapt to context. A pricing report generates different chips than a competitive teardown. The same report generates different chips after the first edit versus the third.
You can ignore the suggestions and type your own follow-up instead. The suggestions reset after each interaction, reflecting the latest state of the report.

What’s next?

Presentable report

Generate a polished HTML page or slide deck from your refined report.

Share and export

Share via link, export as PDF, or copy content to other tools.

Work with reports

Learn how reports are structured and how to evaluate quality.