How to Set Up a Company Brain: Sources, Checks and Keeping It Current
A Company Brain is set up in stages: pick sources, structure them, test the answers, go live and keep it fresh. Here's the whole process, what to check at each stage and who should own it afterwards.
By Garvit Jain, Vardhan AI
Setting up a Company Brain is less about technology than about deciding what your business actually knows — and who keeps it true. Here's the sequence we use, and the checks that separate a Brain people trust from one they stop asking.
Stage 1: choose the scope and the sources
Pick one department (see what goes in first) and list its sources: pricing files, product catalogues, policies, SOPs, brand guidelines, the CRM or sheet, and a few examples of good replies. For each source note who owns it and where the latest version lives. Also decide what stays out for now.
Stage 2: clean before you load
- One current version per document — retire duplicates and old rate cards
- Fill obvious gaps: if a policy is only "what we usually do", write it down (see turning owner knowledge into SOPs)
- Tag each document to a department so answers come from the right place
- Set who can see what (see data safety and access control)
Stage 3: build, connect and structure
Your documents are indexed and connected so the Brain can answer from them, and linked to the tools where work happens — WhatsApp, email, a CRM or a Google Sheet. Most small businesses don't have an elaborate CRM, and they don't need one: a sheet can serve as the system of record.
Stage 4: test with real questions
This is the check that matters. Take 30–50 real questions from the last month — the ones your team actually got — and run them through. For each answer ask: is it correct, is it complete, did it use the right source, and did it say "I don't know" when it should have? Fix the documents, not just the answers. Repeat until the failures are rare and understood.
Stage 5: go live with guardrails
- Start with drafts a person approves, not automatic sending
- Send exceptions and anything high-stakes to a human
- Train the team on what it's for and what it isn't
- Agree how to report a wrong answer — and who fixes it
Stage 6: keep it current
A Brain goes stale the same way a wiki does, unless someone owns it. Three habits keep it healthy: an owner for each source, a regular review of the questions it couldn't answer, and a check on freshness. Our Brain shows three simple health signals — how many of your topics have documents (coverage), how recently they were updated (freshness) and how confident its answers are — so you can see staleness instead of discovering it from a wrong answer.
What good looks like after 30 days
- Your team asks the Brain before they ask a colleague
- The list of unanswered questions is getting shorter
- Someone owns updates, and they happen without reminders
Want it set up for you, with the testing and training built in? Talk to us →. Or see what it will cost and how to measure payback in the next post.