Free Lesson

Build a Research Agent in Claude Code — No Coding Required

Hosted by John Whalen, PhD

Wed, Aug 26, 2026

4:00 PM UTC (30 minutes)

Virtual (Zoom)

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AI for Customer Research: Deliver Trusted Insights at Scale
John Whalen, PhD
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What you'll learn

Define the coworker's research job

Turn a vague AI assistant into a scoped research coworker with clear inputs, outputs, and limits.

Set up reusable source context

Give the AI the right background, research question, and evidence so each answer starts from the same foundation.

Add human review points

Decide where the AI can draft, where it compares, and where a human must inspect output before it ships.

Why this topic matters

Most teams have access to AI, but few have a reliable AI research workflow. The result is scattered prompts, duplicated effort, and summaries that sound useful before anyone checks the evidence. In this Lightning Lesson, John Whalen sets up an AI research coworker live: define its job, give it the right sources, ask for structured outputs, and add human review points. A workflow you can reuse.

You'll learn from

John Whalen, PhD

CEO, AI Research Leader, Cognitive Scientist, O'Reilly Author

I’m CEO of Brilliant Experience, have a PhD in cognitive science, and wrote Design for How People Think (O’Reilly).

For 20 years, I’ve helped teams at companies like Google, GSK, and Capital One better understand their customers, capture insights, and build better products.

When AI started reshaping research, I got curious and learned. My team ran “AI vs. Humans” studies to see where AI excels, where human judgment matters most, and how to effectively blend both.

I’ll teach you how to create trustworthy AI research workflows that let you trace every step and insight.

Then advance to the next course and learn to orchestrate agentic research teams, work strategically with synthetic users grounded in real data, and bring in human judgement so you can scale research without losing rigor.

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