Chatting with the Brain & uploading documents
Ask questions in plain English and teach the Brain with your own documents.
The fastest way to use the Brain is to just talk to it. Open Brain in the sidebar and the chat box sits right at the top of the page, under your knowledge graph.
Asking questions
Type a question in plain English - "which channel had the best ROAS last month?", "what should we focus on?", "why did conversions drop?" - and the Brain answers using your connected data and everything it's learned. Because answers are grounded in your account, they're specific to your business, not generic.
Not sure where to start? Before your first message the chat offers four questions you can click straight away - What's working best right now?, Where am I wasting spend?, Why did performance change last month? and What should we do next? They're ordinary questions, not canned demos: each one is answered from your real numbers.
Sharing updates and context
The chat is also how you tell the Brain things - an upcoming campaign, a change of plan, notes from a call. There's nothing to tick first: the Brain reads every message you send and decides for itself what's worth keeping, so a question stays a question and an update gets recorded.
Whatever it did is listed under the reply, point by point:
- Noted in your brain - recorded straight away.
- Flagged to confirm - the Brain understood the point but the wording was tentative, or it clashes with something it already believes, so it's holding it for a check. If you're sure, hit Save it anyway on that line and it goes in - no need to retype it.
- Nothing in that needed recording - it judged the message to hold nothing durable. If you disagree, Remember it anyway stores your message word for word.
For a very long update - full meeting notes, a multi-page briefing - attach it as a file rather than pasting everything into one message, or send it in a few pieces. A pasted message is mined for its distinct points and the chat will tell you if it may not have caught them all; an attached file is read end to end.
Uploading documents
You can attach a document to teach the Brain something it can't get from your platforms - a brand deck, a strategy doc, a past agency report, a tone-of-voice guide. The Brain extracts the useful parts and folds them into its knowledge, so every downstream surface (reports, Creator's Studio, recommendations) gets sharper.
What you can send:
- PDFs, Word documents (.docx), and plain text or markdown files
- Images - PNG, JPEG, GIF and WebP
Files can be up to 25MB each. Uploads are parsed automatically; you'll see the upload confirmed once it's been absorbed.
Screenshots, photos and scans
You don't need a file to be text to send it. The Brain reads images and scanned documents as well as ordinary files, so all of these work:
- A screenshot of a dashboard, an ad, or a competitor's landing page
- A photo of a whiteboard, a printout, or a page from a deck
- A scanned or design-heavy PDF with no selectable text, such as a ticket, an invoice or a one-page brochure
Anything visual that isn't text - a chart, a logo, a photograph - is described alongside the text, so the Brain can answer questions about the whole thing rather than just the words.
Very long scans are the one limit worth knowing: image-based documents are read up to around 20 pages. If yours is longer, send the section that matters and the Brain will read that.
If something you upload makes a Brand Identity field look out of date, the Brain may propose a refresh on that field for you to review - it never changes it on its own. See Brand Identity.
Doing this from Slack instead
If you've connected Slack, you don't have to open the dashboard for either of these. @mention the app in your connected channel to ask a question, and attach a file to that message to have it read - documents, screenshots and scans all work exactly as they do here. See Slack alerts & asking the Brain in Slack.
Tips for good answers
- The more context the Brain has, the better it gets - connect your platforms and add the odd document or note.
- Ask follow-ups. The chat keeps the thread, so you can drill in.
- If the Brain isn't sure, it'll tell you, or ask a question back - see Brain questions & feedback.
Document uploads and chat are available to your team across every client. What the Brain learns stays internal unless it's marked client-visible.