Platform Overview
EvidAI is thoughtfully organized into intuitive sections designed to support your complete systematic review workflow — from initial question formulation through publication. This overview will help you understand how the platform is structured and where to find each feature.
Main Navigation Areas
The primary navigation bar provides access to the four main areas of EvidAI. Each area serves a distinct purpose in your research workflow.
Dashboard
Your Dashboard is the command center for all research activities. It provides at-a-glance visibility into your work and quick access to common actions.
| Section | Purpose |
|---|---|
| Active Reviews | View all ongoing projects with progress indicators and due dates |
| Recent Activity | Timeline of your latest actions — edits, screenings, exports |
| Quick Actions | One-click buttons for new reviews, templates, and documentation |
| Team Updates | Activities from collaborators (Enterprise plans) |
| AI Agent Status | Health indicators for intelligent assistants |
Customization: Drag and drop dashboard widgets to arrange them according to your preferences. Your layout is saved automatically.
Evidence Studio
Evidence Studio is the heart of EvidAI — where the actual systematic review work happens. It contains all the tools you need for search, selection, extraction, and synthesis.
| Module | What It Does | Key Features |
|---|---|---|
| Search & Discovery | Build and execute literature searches | Multi-database querying, deduplication, reference import |
| Screening Center | Select studies for inclusion | AI-assisted screening, dual review, conflict resolution |
| Data Extraction | Collect data from included papers | Custom forms, AI pre-filling, PDF annotation |
| Quality Assessment | Evaluate risk of bias | RoB 2.0, ROBINS-I, Newcastle-Ottawa, custom tools |
| Synthesis | Analyze and pool results | Meta-analysis, GRADE assessment, forest plots |
Each module flows naturally into the next, and your progress is tracked with visual indicators showing completion percentage for each phase.
Compose
Compose houses your research preparation and manuscript creation tools. This is where you plan your review and write your final publication.
| Tool | Purpose | Output |
|---|---|---|
| Protocol Builder | Create PRISMA-P compliant research protocols | PROSPERO-ready registration documents |
| Library Manager | Organize references with Zotero integration | Managed citation collections |
| Manuscript Writer | AI-assisted academic writing | Journal-formatted manuscripts |
| Export Center | Generate publication-ready documents | Word, PDF, LaTeX, PRISMA diagrams |
Workflow Tip: Start in Protocol Builder before beginning your search. A well-structured protocol guides all subsequent decisions and is increasingly required by journals.
Discover
Discover provides advanced intelligence and insights capabilities powered by our AI infrastructure.
| Feature | What It Does |
|---|---|
| EvidAI Chat | Conversational AI assistant for research questions, methodology guidance, and data interpretation |
| Document Chat | Upload any document and interact with it — ask questions, extract information, summarize sections |
| Knowledge Insights | Visualize citation networks, research trends, and concept relationships |
| Research Briefings | Generate audio summaries of topics or your review findings (NotebookLM-style) |
Understanding Your Workspace
Hierarchical Organization
EvidAI organizes your work in a clear hierarchy:
Workspace
└── Projects
└── Reviews
└── Phases (Search, Screen, Extract, Synthesize)
| Level | Description | Example |
|---|---|---|
| Workspace | Your overall research environment | "My Research" |
| Projects | Groups of related reviews | "Diabetes Treatment Reviews" |
| Reviews | Individual systematic review workflows | "SGLT2 Inhibitors Meta-Analysis" |
This structure helps you organize large bodies of work. For instance, a research team might have one Project per grant and multiple Reviews within each Project.
Team Collaboration (Enterprise)
For teams working on collaborative reviews, EvidAI provides sophisticated collaboration features:
| Feature | Description |
|---|---|
| Role-Based Access | Define who can view, edit, or administer each review |
| Real-Time Updates | See collaborator changes as they happen |
| Screening Assignments | Divide screening work evenly across team members |
| Conflict Resolution | Built-in workflows for resolving screening disagreements |
| Audit Trail | Complete history of who did what, when |
Roles include:
- Owner — Full administrative control
- Lead Reviewer — Can manage all phases
- Co-Reviewer — Can contribute to assigned phases
- Consultant — Read-only access with commenting
- External Reviewer — Limited access for specific phases
AI-Powered Features
Throughout EvidAI, look for the ✨ sparkle icon — it indicates AI assistance is available. Our intelligent assistants provide:
| Assistance Type | Examples |
|---|---|
| Suggestions | "This abstract mentions RCT design — likely relevant to your criteria" |
| Automation | Pre-filled extraction fields based on PDF parsing |
| Validation | "Your search strategy may miss studies using the alternate term 'glycemic control'" |
| Insights | "Studies from 2020+ show significantly different effect sizes" |
You're always in control — AI suggestions are recommendations that you accept, modify, or dismiss.
Keyboard Shortcuts
Power users love keyboard shortcuts. Here are the most useful ones:
| Shortcut | Action |
|---|---|
Ctrl/Cmd + K | Open quick search (search anything) |
Ctrl/Cmd + N | Create new review |
Ctrl/Cmd + S | Save current work |
Ctrl/Cmd + / | Toggle sidebar |
I | Include study (during screening) |
E | Exclude study (during screening) |
M | Maybe/uncertain (during screening) |
? | Show all keyboard shortcuts |
Tip: Press
?at any time to see context-specific shortcuts for your current view.
Next Steps
Now that you understand the platform layout, you're ready to:
- Start Your First Review — A complete walkthrough from question to publication
- Explore Evidence Studio — Deep dive into screening workflows
- Learn About AI Features — Understand how our AI assists your work