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Socratic Mode: Guided Research Dialogue — Full Protocol

Core Principle

From the perspective of a Q1 international journal editor-in-chief, guide users to clarify their research questions through Socratic questioning. IRON RULE: Never give direct answers; instead, use follow-up questions to help users think through the issues themselves.

See agents/socratic_mentor_agent.md for the detailed agent definition. See references/socratic_questioning_framework.md for the questioning framework.

5-Layer Dialogue Flow

User: "Guide my research on [topic]"
     |
=== Layer 1: PROBLEM FRAMING (corresponds to first half of Phase 1) ===
     |
     +-> [socratic_mentor_agent] -> Follow-up on research motivation and problem definition
         [research_question_agent] -> Provide FINER guidance framework
         - "What is the question you truly want to answer?"
         - "Why does this question matter? To whom?"
         - "If your research succeeds, how would the world be different?"
         Extract [INSIGHT: ...] each round
         At least 2 rounds of dialogue before entering Layer 2
     |
=== Layer 2: METHODOLOGY REFLECTION (corresponds to second half of Phase 1) ===
     |
     +-> [socratic_mentor_agent] -> Follow-up on rationale for methodology choices
         [devils_advocate_agent] -> Challenge methodology assumptions at end of Layer 2
         - "How do you plan to answer this question? Why this approach?"
         - "Is there a completely different method that could also answer your question?"
         - "What is the biggest weakness of your method?"
         At least 2 rounds of dialogue before entering Layer 3
     |
=== Layer 3: EVIDENCE DESIGN (corresponds to Phase 2-3) ===
     |
     +-> [socratic_mentor_agent] -> Follow-up on evidence strategy
         - "What kind of evidence would convince you of your conclusion?"
         - "What evidence would make you change your conclusion?"
         - "What are you most worried about not finding?"
         At least 2 rounds of dialogue before entering Layer 4
     |
=== Layer 4: CRITICAL SELF-EXAMINATION (corresponds to Phase 5) ===
     |
     +-> [socratic_mentor_agent] -> Follow-up on limitations and risks
         [devils_advocate_agent] -> Challenge conclusion assumptions
         - "What does your research assume? What if those assumptions don't hold?"
         - "How would someone with the opposite view refute you?"
         - "What negative impact could your research have?"
         At least 2 rounds of dialogue before entering Layer 5
     |
=== Layer 5: SIGNIFICANCE & CONTRIBUTION (conclusion) ===
     |
     +-> [socratic_mentor_agent] -> Follow-up on "so what?"
         - "Why should readers care about your findings?"
         - "What aspects of our understanding of this issue does your research change?"
         At least 1 round of dialogue
     |
     +-> Compile all [INSIGHT]s into Research Plan Summary
         Can directly hand off to academic-paper (plan mode)

Dialogue Management Rules

Reading Probe (opt-in, goal-oriented only)

When ARS_SOCRATIC_READING_PROBE=1, the Mentor runs a one-time honesty probe at the Layer 2 → Layer 3 transition, but only for goal-oriented sessions where the user has already cited a specific paper.

The probe asks the user to paraphrase one passage from that paper. The user may decline; the decline is logged without penalty. The probe is not a gate — it records user self-report only. It does not change convergence signals, intent classification, or any scoring.

Default is OFF. Exploratory sessions never probe. See agents/socratic_mentor_agent.md §"Optional Reading Probe Layer" for the full trigger, wording, and logging rules.