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How-To Guides

How to Research Competitors

View automated competitive research and insights gathered by Steve

Steve Documentation Team
competitorsresearchintelligence

Overview

Steve automatically researches competitors to gather pricing, features, positioning, and market activity.

View Research Status

On the Competitors page, each competitor shows research status:

  • Pending - Research queued
  • Partial - Some data collected
  • Complete - Full research done

TODO: Screenshot of competitor tiles showing different research status indicators

Caption: Competitor cards with research status badges

Trigger Research

Automatic Research

Research starts automatically when you:

  • Add a new competitor with Add & Research
  • Track a previously untracked competitor

Manual Research

Click the research icon on any competitor to trigger fresh research.

TODO: Screenshot of competitor card with research/refresh button highlighted

Caption: Manual research trigger button on competitor card

View Research Results

Click a competitor to see their profile.

TODO: Screenshot of competitor profile page showing researched information

Caption: Competitor profile with researched data

Research includes:

  • Company overview - Mission, products, positioning
  • Pricing - Plans, tiers, pricing model
  • Features - Product capabilities and roadmap
  • Market activity - News, announcements, funding
  • Social presence - LinkedIn, Twitter activity

Research Data Sources

Steve gathers data from:

  • Company website and docs
  • Product pages and pricing
  • News articles and press releases
  • Social media
  • Review sites (G2, Capterra)
  • Public filings and reports

Refresh Research

Research auto-refreshes weekly. For immediate updates:

  1. Navigate to competitor profile
  2. Click Refresh Research
  3. Wait for updated data

TODO: Screenshot showing Refresh Research button on competitor profile

Caption: Refresh research button for manual updates

Expected Outcome

✅ Comprehensive competitor data ✅ Automated weekly updates ✅ Ready for battle card generation

Next Steps