Company Brain overview
A brain is a shared knowledge base your team can chat with. Answers name the documents they come from.
A brain gathers documents around one topic: a handbook, contracts, a project. You decide who may use it and switch it on in a chat. The model then looks for the relevant passages in the documents and names the sources of its answer.
How a brain works
At Kieselmatt Treuhand AG, Lea Keller has created the brain "Firm handbook". It holds the "Fee Schedule 2026", the "Expense Policy 2026", the "Client Communication Guide" and the "New Client Checklist". When someone asks in a chat "Which allowance applies to lunch with a client?", this happens:
- Processing. When a file is added, it is converted to text, given a title and a short summary, and prepared for search. This runs in the background.
- Finding. For every message, Custodos looks for the relevant passages, not whole files. If that is not enough, the model runs a targeted search of its own.
- Answering with sources. The answer refers to the passages it used with [1], [2]. Below the answer you open the list of sources and jump straight to the document.
Access is checked again with every message. Anyone who may not read a brain gets no answers from it, not even through an agent or a project.
Brain, attached file or agent file?
| Attach a file in a chat | An agent's files | Company Brain | |
|---|---|---|---|
| Meant for | one question about one document, now | templates an agent needs in every chat | knowledge many people need again and again |
| Who uses it | you, in this chat | everyone who uses the agent | everyone with access to the brain |
| What the model reads | the whole text, with every message | the whole text, in every chat with the agent | only the relevant passages |
| Volume | individual files | up to 10 files | hundreds of documents |
| Sources in the answer | no source list | no source list | numbered and clickable |
| Keeping it current | attach again | replace it in the agent | upload a new version or refresh from the source |
As a rule of thumb: attach a file for a one-off question (Attaching files and images). Give an agent what it needs as a template (Configuring an agent). What your team looks up again and again belongs in a brain.
Good to know
- Every member can create a brain. During a trial, Company Brain is locked and becomes available with your first plan.
- Processing counts towards usage: the brain page puts it at about 0.5 credits per 20 pages. It is booked to the person who adds the document.
- Every brain has its own data protection level. It applies independently of the workspace's protection mode.
The topics in detail
Set the name, access, data protection level and instructions.
Adding sourcesFiles, web pages, notes and documents from the cloud.
Using a brain in chatSwitch brains on, choose retrieval and check sources.
Access and sharingWho sees, uses and edits a brain.
Data protection in a brainOpen, Pseudonymise or Strict.
Keeping a brain up to dateNew versions, refreshing, editing and deleting.