This guide walks you through a complete workflow — from creating a project to generating your first report.
Create a project
From the home page, click New Project to create a workspace for your research. Give it a name and optional description.
Add sources (optional)
You can start a chat right away — Brightwave can search the web to answer your questions. When you're ready to analyze your own documents, add sources to the project:
- Upload files — drag and drop PDFs, Word documents, Excel spreadsheets, PowerPoint files, or images.
- Connect cloud drives — import from Google Drive, Dropbox, OneDrive, or Box.
- Add SEC filings — search by ticker to pull in 10-K, 10-Q, 8-K, and other filings.
- Add earnings transcripts — search by ticker, quarter, and year.
- Add company events — browse earnings calls, investor days, and conference appearances via Quartr.
Start a chat
Open the chat panel and type your question or request. Choose a chat mode — Quick for fast answers, Research (default) for full analysis with agent support, or Plan for complex tasks where you want to review the approach first.
You can also:
- Use a quick prompt to start with a saved instruction.
- Select an output type from the composer toolbar to request a specific format.
- Attach additional files directly in the composer.
- Type @ to reference outputs, output types, sources, and templates in your message.
Review outputs
When you request a report, presentation, chart, or other structured output, Brightwave starts a specialized agent that runs in the background. You can monitor progress in real time and continue working while agents complete.
Once finished, review the output in the output panel — edit sections, check citations, and export when ready.