Refine Reports | Rocket.new Solve

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. Previous versions are viewable but you can only continue working from the latest one. 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.

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.

What you can do

Action	Example 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.”

Iteration patterns

Refine for stakeholders

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.

Add new information mid-conversation

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 highlighted

This is useful when you receive updated numbers or find a missing data source after the initial report.

Build across sessions

Reference findings from previous Solve tasks using @-mentions. For example: “Compare this with the competitor analysis from last week.” Solve pulls cross-task context to connect insights across separate research tasks.

Repurpose for different audiences

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.

Category	Purpose	Behavior
Solve	Go deeper into a specific finding or open question	In-task
Transform	Convert the report into a different format (document, presentation)	In-task
Challenge	Stress-test assumptions, find counterarguments, identify risks	In-task
Strategic action	Derive concrete next steps from the findings	In-task
Competitive intelligence	Set up ongoing monitoring for competitors or markets	Redirect
Build	Create an artifact (model, framework, plan) from the findings	In-task
Promote to KB	Extract reusable knowledge into your workspace knowledge base	Redirect

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.

Refine

What you can do

Iteration patterns

Smart follow-up suggestions

What’s next

Presentable report

Share and export

Reports

​What you can do

​Iteration patterns

​Smart follow-up suggestions

​What’s next

Presentable report

Share and export

Reports

What you can do

Iteration patterns

Smart follow-up suggestions

What’s next