> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up Custom Research

> Build a Custom Research component that appears on your Account Plans and Strategies.

Custom Research lets admins and managers define their own AI-researched content blocks — described in natural language, rendered as cards, tables, or insight views on Account Plans and Strategies. For the full feature reference, see [Custom Research](/product/custom-research).

## Watch the walkthrough

The fastest way to learn the setup is this short walkthrough. It covers building and linking a component end-to-end.

<video src="https://mintcdn.com/shiftup/HjaihqH_MkoSHW2K/videos/Creating-Custom-Components.mp4?fit=max&auto=format&n=HjaihqH_MkoSHW2K&q=85&s=744a5d0c36572c452b3413fd5e39b6e6" controls data-path="videos/Creating-Custom-Components.mp4" />

<Tip>
  The same video is on the [Custom Research](/product/custom-research) product page, alongside the full reference.
</Tip>

## Prerequisites

* **Admin** or **manager** role in ShiftUp
* At least one **seller profile** to associate the component with
* Your org has fewer than **5 active custom research blocks** (the current cap)

## Quick setup

<Steps>
  <Step title="Open Components">
    From the ShiftUp left-hand menu, open **Components** and click **New**.
  </Step>

  <Step title="Shape the research and intent">
    In the shaping assistant, describe the research you want ShiftUp to perform and what the output is for. Accept the suggested **research**, **intent**, and **schema** — or edit them directly in the phase editor.
  </Step>

  <Step title="Preview">
    Click **Preview** to run the component against a sample record. Check extraction confidence and tighten the schema if needed.
  </Step>

  <Step title="Save and name it">
    Click **Save**. Give the component a name and description and choose where it appears — **Account Plans**, **Strategies**, or both.
  </Step>

  <Step title="Associate a seller profile">
    Open **Associate** and pick at least one seller profile. This unlocks visibility rules and the impact preview.
  </Step>

  <Step title="Set visibility">
    In the component's **Visibility** section, choose **Always show**, **All filters match**, or **Any filter matches** per surface, then add filters if needed.
  </Step>
</Steps>

The component now runs each time an associated Account Plan or Strategy is generated or refreshed and renders inline on the record.

## Next steps

* Full reference: [Custom Research](/product/custom-research)
* Fine-tune visibility with filters and record overrides — see the **Visibility** section on the product page