finding edgeful AI
edgeful AI is in the left sidebar — it has its own dedicated nav item, the same level as reports, WIP, and the screener. click it to open the AI interface.
no setup required. there's nothing to configure before your first use — click the nav item and you're in.
what you see when you open it
when you open edgeful AI, you'll see a suggested prompts panel — a set of example questions to get you oriented on what the AI can help with. these are a good starting point if you're new to it.
below the suggested prompts is the chat input. type your question and hit enter.
starting a new chat
to start a fresh conversation, click the New Chat button. this clears the current conversation and opens a blank session with the suggested prompts ready again.
use this when you want to shift topics — for example, finishing a research session on NQ and starting fresh with a question about GC. keeping conversations focused on one topic tends to produce better results than mixing multiple questions into the same thread.
returning to previous conversations
edgeful AI saves your chat history. previous conversations are accessible from within the AI interface — you can scroll back through past sessions and pick up where you left off.
this is useful if you want to revisit research you ran earlier, reference a previous response, or continue a line of questioning from a prior session.
plan access
edgeful AI is available on all plans — both Essential and All Access. no upgrade required to use it.
usage limits
edgeful AI is included with both plans and comes with 3 million tokens per month. tokens are consumed each time you ask the AI a question or run an Analyze Reports flow — every query, every follow-up. 3M covers a lot of normal research use; most members don't come close to the cap.
your token count resets on your subscription renewal date — not at the start of the calendar month. if your renewal is on the 21st, tokens refresh sometime on the 21st.
checking your current usage
your remaining token count is visible in the edgeful AI interface — keep an eye on it if you're running a lot of Analyze Reports flows back-to-back, since each flow consumes more tokens than a single chat message.
need more tokens?
if you've hit your monthly limit and need to keep going, reach out through the chat widget in edgeful. the support team can review your account and increase your allotment in some cases. there's no self-service top-up today.