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Create a Brain, upload documents, and get your first sourced answer. Time to complete: 5 minutes

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Prerequisites

  • A VirtualBrain account (send us an email)
  • At least one document to upload (PDF, docx, pptx, xlsx, img or audio files)
Not set up yet? Email kata@getvirtualbrain.com. Every engagement starts with a structured pilot on your own documents and workflows.

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Step 1: Create a Brain & Upload documents

A Brain is a secure knowledge repository. Think of it as a dedicated workspace for a specific engagement or topic.
New Brain
1

Navigate to Brains

From the homepage, click on Brains
2

Create new Brain

Click New Brain and give it a descriptive name (e.g., “Dataroom ABC”)
3

Upload files

Drag and drop files or click Manual Upload to select documents. If you prefer you can directly synchronized documents from your integrated sources by clicking on Add Integration
4

Wait for processing

VirtualBrain processes your documents (this takes seconds to a few minutes depending on size and number of files)
Supported formats: PDF, Word, PowerPoint, Excel, Markdown, CSV, HTML, plain text files, images, audio (mp3, m4a), Outlook emails (.msg), and MP4 video, up to 250 MB per file. Each Brain holds up to 10,000 documents by default and can be sized up on demand.

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Step 2: Ask your first question

The VirtualBrain chat input bar with the Brain selector, file picker, and Web toggle

The chat input bar: choose Brains, toggle the web, attach a file, and ask.

1

Open Chats

Click Chats in the top menu
2

Select your Brain

Choose the Brain you want to query from the dropdown
3

Ask a specific question

Type a question about your documents

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Example queries

Not sure how to phrase it? Click Enhance prompt (the magic wand) and VirtualBrain rewrites your prompt into a sharper, more specific question.

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Step 3: Review sourced answers

Every answer includes citations. Click any citation to:
  • See the exact source passage
  • Open the original document
  • Verify the AI’s interpretation
A source document open beside the answer with the cited passage highlighted

Click a citation and the source document opens beside the answer, with the cited passage highlighted.

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Next steps

Run Your First App

Run automated workflows like due diligence analysis

Ask Better Questions

Learn how to write effective queries

Organize by Engagement

Best practices for Brain organization

Connect Your Cloud Storage

Sync documents from OneDrive, SharePoint, Google Drive or Dropbox