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Welcome! This guide will help you set up your BrainBox account and create your first Box in just a few minutes.

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Step 1: Create Your Account

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Sign Up

  1. Go to brainbox.com.co
  2. Click “Sign Up” or “Create Account”
  3. Choose your login method:
    • Google - Click “Continue with Google”
    • Microsoft - Click “Continue with Microsoft”
  4. Follow the provider’s authentication flow
  5. You’re automatically logged in
┌─────────────────────────────────┐
│   BrainBox Sign In              │
├─────────────────────────────────┤
│  [Google Icon] Sign with Google │
│  [Microsoft Icon] Sign with MS  │
└─────────────────────────────────┘
No password to remember! BrainBox uses Google or Microsoft authentication for security.

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Step 2: First Login & Dashboard

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Log In

  1. Go to brainbox.com.co
  2. Click “Log In”
  3. Choose:
    • Google - Click “Continue with Google”
    • Microsoft - Click “Continue with Microsoft”
  4. Authenticate with your provider
You’re now in your Personal Workspace (labeled “Me”), which is your private space.

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Understanding Your Dashboard

Your dashboard has a left sidebar organized into two main sections. Under PERSONAL, you’ll find My Boxes which shows your organized file collections—these are like folders where you group related documents and can chat with AI about them. My Files contains all your uploaded documents in one place, regardless of which box they’re in. My API Keys lets you manage API access for integrations and automations. Under ACCOUNT, you’ll find My Plan where you can view your subscription details, check your usage quotas (Intelligence Units, Storage, Indexed Pages), and manage billing.
To check your usage (Intelligence Units, Storage, Indexed Pages), click on My Plan in the left sidebar under the ACCOUNT section.

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Step 3: Upload Your First Document

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Prepare Your File

Before uploading, make sure your file meets these requirements: it should be in one of the supported formats like PDF, Word, images, or spreadsheets. The file needs to be under 1 GB in size, and it can’t be corrupted or password-protected (BrainBox needs to be able to read the content to index it).

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Upload

1

Click Upload

In the My Files section, click “Upload Files” or ”+ Add Files”
2

Select File

Choose the file from your computer and click “Open”
3

Wait for Processing

The file uploads and BrainBox analyzes it (usually 1-5 minutes depending on size, max 8 minutes)
4

Done

Status changes to “Indexed” - it’s now searchable and ready to use
You can drag and drop files directly into BrainBox to upload them faster.

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Step 4: Create Your First Box

A Box is a collection of related files with AI chat capability. Perfect for organizing by project, client, or topic.
1

Go to My Boxes

Click “My Boxes” in the left sidebar under PERSONAL
2

Create New Box

Click “Create Box” or ”+ New Box”
3

Name Your Box

Give it a descriptive name (e.g., “Q4 Marketing Plan”, “Client ABC Contracts”)
4

Add Files

Select the documents to include, or add them later
5

Create

Click “Create Box” - you’re done!

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Step 5: Ask Your First Question

Now comes the magic - ask BrainBox a question about your documents.
1

Open Your Box

Click on the Box you just created
2

Click Chat

Look for the chat input area at the bottom
3

Type a Question

Ask naturally, like: “What are the main topics in these files?”
4

Get an Answer

BrainBox analyzes your documents and provides an answer with source citations
Start with specific questions for best results. Instead of “Tell me about this file,” try “What is the budget for Q4?”

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Next Steps

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Explore Features

File Management

Upload more documents, organize with tags, and manage your files

AI Chat & Search

Master AI models, search techniques, and citations

Share with Team

Invite team members and collaborate securely

Check Usage

Monitor your quotas and Intelligence Units

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Common Next Actions

Solo User or Small Team? → Continue exploring Features above or check your Plans & Quotas Setting Up for Your Team? → Head to Account & Workspaces to invite team members Need Help? → Check Help & Support or email support@brainbox.com.co

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Pro Tips

Organize Early by using descriptive file names and Box names from the start. Instead of “Document1.pdf”, try “Q4_Marketing_Plan_2024.pdf”. Your future self will thank you when searching for that specific file. Use Tags to add another layer of organization. Tags let you quickly filter files by status (Draft, Final), project, client, or any other category that makes sense for your workflow. Experiment with Questions to find what works best. The AI is flexible—if one phrasing doesn’t give you the answer you want, try asking the same question in a different way. You’ll quickly learn what gets the best results. Monitor Your Usage to avoid surprises. Keep track of your Intelligence Units in your plan settings, especially if you’re using the Pro model frequently. This helps you plan your usage and upgrade before you hit limits.
Ready to start? You now have everything to begin! Questions? Visit our FAQ or contact support.