# VirtualBrain Documentation - [Welcome to VirtualBrain](https://docs.getvirtualbrain.com/introduction/welcome.md): Enterprise-grade AI for consulting, strategy, and investment professionals - [Why VirtualBrain](https://docs.getvirtualbrain.com/introduction/why-virtualbrain.md): What makes VirtualBrain different from generic AI tools - [Getting Started](https://docs.getvirtualbrain.com/introduction/getting-started.md): Sign in, get your bearings, and go from a blank workspace to your first sourced answer - [Quickstart](https://docs.getvirtualbrain.com/introduction/quickstart.md): Get your first sourced answer in 5 minutes - [Security and Compliance](https://docs.getvirtualbrain.com/introduction/security-and-compliance.md): Certifications, data handling, encryption, and access controls - [FAQ](https://docs.getvirtualbrain.com/introduction/faq.md): Common questions about VirtualBrain - [How VirtualBrain Works](https://docs.getvirtualbrain.com/features/overview.md): Three building blocks, one engine: the mental model behind every feature - [The Mainframe](https://docs.getvirtualbrain.com/features/mainframe.md): The reasoning engine behind every Chat and every App: what it can reach, how it decides, and how it shows its work - [Overview](https://docs.getvirtualbrain.com/features/brains/overview.md): A Brain is a secure, private workspace for a related set of documents, built around a client, a project, a team, or your whole firm. VirtualBrain reads and indexes whatever you add so it can be searched and cited, and you decide who it reaches, from one colleague to the whole firm. - [Creating Brains](https://docs.getvirtualbrain.com/features/brains/creating-brains.md): Create a Brain, then fill it through uploads, cloud sync, web capture, or saved deliverables - [Cloud Storage Connectors](https://docs.getvirtualbrain.com/features/brains/connectors.md): Sync SharePoint, OneDrive, Google Drive, and Dropbox folders into a Brain, with source permissions preserved - [Web Capture](https://docs.getvirtualbrain.com/features/brains/web-capture.md): Add articles, web pages, and YouTube videos to a Brain by URL, or capture pages behind a login with the browser extension - [Organizing Documents](https://docs.getvirtualbrain.com/features/brains/organizing-documents.md): Track processing status, search and filter a Brain's contents, describe it for colleagues, and audit what's inside - [Sharing Brains](https://docs.getvirtualbrain.com/features/brains/sharing-brains.md): Share a Brain with named colleagues at full or read-only access, or with a whole team read-only. Brains stay private until you decide otherwise - [Chatbots](https://docs.getvirtualbrain.com/features/brains/chatbots.md): Publish any Brain as an AI chatbot: embed it on a website, share it by link, or access it through an API - [Overview](https://docs.getvirtualbrain.com/features/chats/overview.md): Ask in plain language, get answers traced to their source, and turn them into finished deliverables, end to end - [Asking Questions](https://docs.getvirtualbrain.com/features/chats/asking-questions.md): Start a chat, choose what grounds the answer, and prompt for precision - [Sourced Answers](https://docs.getvirtualbrain.com/features/chats/sourced-answers.md): Watch the Mainframe research, then verify every claim against its source, side by side - [Refining & Exporting](https://docs.getvirtualbrain.com/features/chats/refining-and-exporting.md): Shape the deliverable in place, then export it in the format your engagement needs - [Overview](https://docs.getvirtualbrain.com/features/apps/overview.md): Repeatable workflows that turn inputs into a finished, consistently formatted deliverable, every time - [Using Templates](https://docs.getvirtualbrain.com/features/apps/using-templates.md): Browse the App library and run a pre-built App end to end - [Reviewing & Exporting](https://docs.getvirtualbrain.com/features/apps/reviewing-and-exporting.md): Approve an App at its review steps, refine any block, and export the finished deliverable - [App Blocks](https://docs.getvirtualbrain.com/features/apps/app-blocks.md): The anatomy of a block: knowledge sources, instructions, options, statuses, and the dependency order blocks run in - [Building Apps](https://docs.getvirtualbrain.com/features/apps/building-apps.md): Translate your firm's methodologies into repeatable workflows with the no-code App builder - [Sharing Apps](https://docs.getvirtualbrain.com/features/apps/sharing-apps.md): Share an App with colleagues and teams so one person's expertise becomes a capability the whole team runs - [Personalization](https://docs.getvirtualbrain.com/features/personalization/overview.md): Manage your profile, memory, and account settings so VirtualBrain produces work that already looks and sounds like yours - [Custom Instructions](https://docs.getvirtualbrain.com/features/personalization/custom-instructions.md): Give VirtualBrain standing context for your Chat answers, and your firm standing context for every App run too - [Personal Slide Templates](https://docs.getvirtualbrain.com/features/personalization/document-templates.md): Upload your own PowerPoint decks and pick one whenever VirtualBrain generates slides, so the output lands in your layout - [Admin Dashboard](https://docs.getvirtualbrain.com/features/admin-dashboard/overview.md): Firm-wide controls for people, shared prompts, policies, usage, and templates, for workspace administrators - [Teams & Users](https://docs.getvirtualbrain.com/features/admin-dashboard/teams-users.md): Manage who's in the workspace and how they're grouped: create teams, invite users, and see totals at a glance - [Prompts Library](https://docs.getvirtualbrain.com/features/admin-dashboard/prompts-library.md): Curate a shared library of prompt categories and prompts: proven questions everyone can reuse in Chat - [Integrations Whitelist / Blacklist](https://docs.getvirtualbrain.com/features/admin-dashboard/integrations-whitelist-blacklist.md): Control which external sources and sites users can connect, keeping integrations within your firm's data-governance policy - [Analytics](https://docs.getvirtualbrain.com/features/admin-dashboard/analytics.md): Adoption, usage, and credit cost across your workspace, filtered the way you need it and exported as image or CSV - [Slide Templates](https://docs.getvirtualbrain.com/features/admin-dashboard/slide-templates.md): Upload company-wide PowerPoint templates so anyone generating slides can build on the firm's house style - [Use Cases](https://docs.getvirtualbrain.com/use-cases/overview.md): Video walkthroughs of real VirtualBrain workflows, built on App templates you can duplicate and adapt - [Storyline Builder](https://docs.getvirtualbrain.com/use-cases/commercial-proposals/storyline-builder.md): Turn an RFP and your hypotheses into a structured, slide-by-slide presentation storyline - [Prospect Meeting Prep](https://docs.getvirtualbrain.com/use-cases/commercial-proposals/prospect-meeting-prep.md): Build a meeting brief on any prospect, client, or partner, with strategic questions and a follow-up email - [Data Room Gap Analysis](https://docs.getvirtualbrain.com/use-cases/due-diligence-transactions/data-room-gap-analysis.md): Scan an entire data room against your information request list and surface coverage, gaps, and missing documentation in one run - [Valuation: Comparable Transactions](https://docs.getvirtualbrain.com/use-cases/due-diligence-transactions/valuation-comps.md): Build a comparables-based valuation from the target's financials and transaction data, ending in an executive-ready report with a recommended enterprise value range - [Valuation: DCF](https://docs.getvirtualbrain.com/use-cases/due-diligence-transactions/valuation-dcf.md): Run a discounted cash flow valuation from the target's financial documents, with scenario analysis, sensitivity tables, and full access to every calculation - [Company Benchmark](https://docs.getvirtualbrain.com/use-cases/research-analysis/company-benchmark.md): Benchmark a target against its peers on the criteria that matter to you, with positioning matrix, heat map, and sourced KPI tables included - [Expert Call Analysis](https://docs.getvirtualbrain.com/use-cases/research-analysis/expert-call-analysis.md): Synthesize a full set of expert calls, client calls, or workshops at once: consensus, outliers, and credibility-weighted takeaways in a single report - [Candidate Evaluation](https://docs.getvirtualbrain.com/use-cases/hr-talent/candidate-evaluation.md): Score candidates against a job description from CVs, assessments, and interview notes, with a ranked executive summary - [Academy: Building AI Apps](https://docs.getvirtualbrain.com/apps-academy/overview.md): A practical course on designing, prompting, and shipping reliable VirtualBrain AI Apps - [How an AI App Works](https://docs.getvirtualbrain.com/apps-academy/how-apps-work.md): The multi-block pipeline behind every App, and the three things that decide whether an App you trust or one that quietly breaks - [Key Concepts and Vocabulary](https://docs.getvirtualbrain.com/apps-academy/key-concepts.md): The shared vocabulary every prompt and design discussion relies on: blocks, inputs, variables, Knowledge Sources, and routing - [Collecting User Inputs](https://docs.getvirtualbrain.com/apps-academy/user-inputs.md): The three input types, their mandatory routing, and the naming and instruction rules that keep an App's inputs clean - [Knowledge Sources: Inline vs. Retrieval](https://docs.getvirtualbrain.com/apps-academy/knowledge-sources.md): The single most important concept on the platform: how a block knows what it knows, plus Brains vs. uploads and the golden rule of retrieval - [Passing Data Safely Between Blocks](https://docs.getvirtualbrain.com/apps-academy/passing-data.md): The routing decision where most Apps break, plus how to design hand-offs, prevent prompt bleed, and keep every block within budget - [Prompting Best Practices](https://docs.getvirtualbrain.com/apps-academy/prompting.md): The standard five-part prompt template, the ten rules that matter most, a complete worked example, and how to build quality-control checks into a block - [Controlling the Output Format](https://docs.getvirtualbrain.com/apps-academy/output-format.md): Five techniques that engineer the same layout on every run, plus cross-app consistency and keeping reasoning out of the deliverable - [Prototyping with AI](https://docs.getvirtualbrain.com/apps-academy/prototyping.md): Use the built-in prompting coach, app-creation assistant, single-block iteration, and stop-and-go checkpoints to move from idea to working prototype in minutes - [Dos, Don'ts and Pre-Launch Checklist](https://docs.getvirtualbrain.com/apps-academy/checklist.md): The fundamentals of reliable App design on one page, plus a ten-point checklist to run before shipping any App ## OpenAPI Specs - [openapi](/api-reference/openapi.json)