Information Profiles

Learn how to create and configure intelligence report profiles with recursive research capabilities.

What is a Profile?

A profile is a configured intelligence report that runs on a schedule. Think of it as a personalized news analyst that researches your chosen topics and delivers insights automatically.

Each profile defines:

• What to research (topic and focus areas)

• How to research (recursion depth, search strategy)

• When to deliver (schedule and timing)

• Where to send (email, SMS, webhook)

Creating Your First Profile

Step 1: Navigate to InfoOps Tab

From your dashboard, access the InfoOps section.

Step 2: Choose Your Topic

Click "Create New Profile" and define your research topic:

Topic Best Practices:

• Be specific but not overly narrow

• Include context (industry, timeframe, geographic focus)

• Avoid yes/no questions

Good Examples:

• "Bitcoin price analysis and market sentiment"

• "Cybersecurity threats to healthcare institutions"

• "Apple Inc stock performance and analyst ratings"

• "Quantum computing research breakthroughs"

Poor Examples:

• "News" (too broad)

• "Is Bitcoin going up?" (yes/no question)

• "Stocks" (lacks focus)

Step 3: Configure Basic Settings

Profile Name

• Descriptive label for your reports (e.g., "Daily Bitcoin Brief")

• Used in email subject lines and report headers

Delivery Frequency

• Daily: Every day at specified time

• Weekly: Specific day of week (e.g., Monday 9 AM)

• Biweekly: Every two weeks

• Monthly: First day of month

Delivery Time

• Time zone defaults to your account settings

• Consider optimal reading time (e.g., 7 AM for morning briefs)

Configuring Recursive Research

Step 4: Enable Recursion

Toggle Recursive Research

• OFF: Standard single-pass generation (fast, lower cost)

• ON: Multi-layer recursive research (comprehensive, higher quality)

Step 5: Select Research Depth

Screenshot placeholder: Slider or radio buttons showing depth 0-3

Depth 0: Quick Intelligence

Time: 30 seconds
Sources: 3-5
Layers: 1 (broad scan only)

Best for:
✓ Daily price updates
✓ Quick news summaries
✓ Fact-checking
✓ Low-cost monitoring

Depth 1: Standard Research (Recommended)

Time: 90 seconds
Sources: 12-20
Layers: 2 (broad scan + focused deep dives)

Best for:
✓ Weekly intelligence reports
✓ Competitive analysis
✓ Industry trends
✓ Investment research

Depth 2: Deep Investigation

Time: 4 minutes
Sources: 40-60
Layers: 3 (scan + deep dives + verification)

Best for:
✓ Strategic planning
✓ Due diligence
✓ Comprehensive assessments
✓ Academic-quality research

Depth 3: Maximum Depth (Advanced)

Time: 10-15 minutes
Sources: 100+
Layers: 4 (maximum recursion)

Best for:
✓ Critical decision-making
✓ Regulatory compliance research
✓ M&A due diligence
✓ Research paper support

Advanced Configuration

Source Freshness Settings

Enable Source Validation

• Validates source recency and link accessibility

• Adds ~10-15 seconds to report generation

• Highly recommended for time-sensitive topics

Topic-Specific Age Thresholds

Crypto/Finance: 24 hours
  Use when: Researching volatile assets, daily market analysis

Security Threats: 30 days
  Use when: Cybersecurity intelligence, vulnerability tracking

Industry News: 90 days
  Use when: Trend analysis, strategic research

Custom: Set your own threshold
  Use when: Specialized topics with unique recency requirements

Staleness Detection

• Scans content for outdated year references (2020, 2021, etc.)

• Detects phrases like "archived" or "deprecated"

• Flags sources that may be outdated despite recent publication

Link Health Checking

Enable Link Validation

• Verifies all sources are accessible (HTTP 200-299)

• Runs asynchronously (doesn't delay report delivery)

• Results stored in report metadata

Web Archive Fallback

• Automatically fetches Wayback Machine snapshots for dead links

• Preserves historical sources

• Metadata includes archive URL and snapshot date

Custom Prompts

Screenshot placeholder: Text area for custom system prompts

Add specific instructions to tailor report focus:

Example Custom Prompts:

Focus on technical analysis and chart patterns,
not just price movements.

Prioritize primary sources (official announcements,
SEC filings) over media coverage.

Include both bullish and bearish perspectives
for balanced analysis.

Emphasize quantitative data (statistics, percentages)
over qualitative commentary.

Search Configuration

Domain Filtering

Include Domains (Whitelist)

Example for crypto research:
- coinmarketcap.com
- coingecko.com
- coindesk.com
- cointelegraph.com

Result: Only search these trusted sources

Exclude Domains (Blacklist)

Example for removing low-quality content:
- reddit.com
- twitter.com
- medium.com/@randomuser

Result: Never include these sources

Time Range Filtering

Screenshot placeholder: Dropdown for time range selection

Day (Last 24 hours)

• Best for: Breaking news, daily market updates

• Example: "Bitcoin price today"

Week (Last 7 days)

• Best for: Recent developments, weekly summaries

• Example: "Cybersecurity incidents this week"

Month (Last 30 days)

• Best for: Trend analysis, monthly reports

• Example: "Tech industry layoffs January 2025"

Year (Last 12 months)

• Best for: Annual reviews, historical analysis

• Example: "AI research breakthroughs 2024"

All Time

• Best for: Evergreen topics, comprehensive background

• Example: "History of quantum computing development"

Delivery Configuration

Email Delivery

Screenshot placeholder: Email configuration form

Format Options:

• Full HTML (recommended): Complete report with styling

• Plain Text: Simple text-only version

• BLUF Only: Bottom Line Up Front executive summary

Email Preferences:

• Include sources section: Yes/No

• Include metadata (costs, sources count): Yes/No

• Attach PDF version: Yes/No (Pro feature)

SMS Delivery

Screenshot placeholder: Phone number input and SMS options

SMS Summary

• Automatically generated 140-character summary

• Includes link to full web version

• Best for: Time-sensitive alerts, mobile-first consumption

Example SMS:

BTC $47.2K (+2.1%). Institutional buying
continues. ETF inflows $230M.

Webhook Integration

Webhook URL

• POST endpoint to receive report JSON

• Includes full content, metadata, and sources

• HMAC signature for verification

Payload Format:

{
  "type": "y2_intelligence_report",
  "version": "2.0",
  "deliveryId": "k1a2b3c4d5e6f7g8h9i0j1k2",
  "timestamp": 1704067200000,

  "profile": {
    "id": "j57abc123...",
    "name": "Daily Bitcoin Brief",
    "topic": "Bitcoin market analysis and sentiment"
  },

  "report": {
    "id": "k2b3c4d5e6f7g8h9i0j1k2l3",
    "generatedAt": 1704067200000,
    "model": "z-ai/glm-4.5"
  },

  "content": {
    "html": "<h1>Bitcoin Market Analysis</h1><h2>Bottom Line Up Front</h2><p>Bitcoin maintains...</p>",
    "text": "Bitcoin Market Analysis\n\nBottom Line Up Front\nBitcoin maintains $47K support...",
    "smsSummary": "BTC $47.2K (+2.1%). Institutional buying continues. ETF inflows $230M.",
    "sources": [
      "https://coinmarketcap.com/currencies/bitcoin/",
      "https://www.coindesk.com/markets/2025/01/18/bitcoin-etf-inflows/",
      ...
    ]
  },

  "metadata": {
    "tokenUsage": {
      "inputTokens": 2143,
      "outputTokens": 3821,
      "totalTokens": 5964
    },
    "cost": 0.15,
    "sourcesCount": 23,
    "generationTimeMs": 112000,
    "recursionMetadata": {
      "depth": 1,
      "strategy": "hybrid",
      "layersProcessed": 2,
      "subtopicsGenerated": [
        "Bitcoin institutional investment Q1 2025",
        "Bitcoin ETF regulatory developments",
        "Bitcoin technical support levels"
      ]
    },
    "freshnessMetadata": {
      "averageAgeMs": 716800000,
      "freshnessScore": 0.89,
      "staleSourcesCount": 2
    }
  }
}

Authentication:

• HMAC-SHA256 signature in X-Y2-Signature header

• Idempotency key in X-Y2-Idempotency-Key header

• Automatic retries with exponential backoff

Profile Management

Viewing Active Profiles

Profile Dashboard shows:

• Name and topic

• Next scheduled delivery

• Last delivery timestamp

• Subscriber count

• Status (active/paused)

• Quick actions (edit, pause, delete)

Editing Profiles

Click "Edit" on any profile to modify:

• Topic and custom prompts

• Recursion settings

• Delivery schedule

• Subscription settings

Note: Changes take effect on the next scheduled report. They do not affect reports already in progress.

Pausing Profiles

Temporarily disable a profile without deleting:

• Preserves all configuration

• Stops scheduled deliveries

• Retains subscriber list

• Can be resumed anytime

Use cases:

• Vacation/time off

• Budget management

• Testing alternative configurations

Deleting Profiles

Permanently removes profile and all associated data:

• Cancels all subscriptions

• Deletes delivery history

• Removes scheduled workflows

• Cannot be undone

Subscription Sharing

Community Profiles

Share Your Profile

• Make profile discoverable to other Y2 users

• Others can subscribe to your research

• You control topic, schedule, and configuration

• Subscribers receive same reports as you

Benefits:

• Build audience for your research

• Share costs across subscribers

• Establish expertise in your domain

• Community feedback and engagement

Global Profiles

Subscribe to Pre-configured Profiles:

• Curated by Y2 team

• Optimized configurations

• Popular topics and industries

• Free for all Pro users

Examples:

• "Daily Crypto Market Brief" (depth 1, daily 7 AM)

• "Weekly Cybersecurity Intelligence" (depth 2, Monday 9 AM)

• "S&P 500 Weekly Analysis" (depth 1, Friday 4 PM)

• "AI Research Breakthroughs" (depth 2, biweekly)

Best Practices

Optimizing for Quality

Use Depth 1 as Default

• Best balance of quality and cost

• 12-20 sources provide comprehensive coverage

• 90-second generation time is acceptable for most schedules

Enable Source Validation

• Freshness scoring ensures relevance

• Link checking prevents dead sources

• Minimal performance impact (10-15 seconds)

Customize Your Prompts

• Guide research focus without over-constraining

• Use clear, specific language

• Test and iterate based on results

Troubleshooting

Reports Are Too Generic

Solution:

• Increase recursion depth (0 → 1 or 1 → 2)

• Add custom prompts with specific focus areas

• Use domain filtering to prioritize quality sources

• Narrow topic to be more specific

Reports Are Outdated

Solution:

• Enable source freshness validation

• Reduce maximum source age threshold

• Use "day" or "week" time range

• Check that topic has recent news coverage

Sources Are Broken

Solution:

• Enable link health checking

• Enable Web Archive fallback

• Exclude domains with frequent downtime

• Report persistent issues to Y2 support