> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ospribrain.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Brain Overview

> Your AI assistant that knows everything about your meetings, documents, and company context.

## What is the Brain?

The Brain is Ospri's AI assistant, powered by GPT-5.3. It has access to your entire organizational context — meeting transcripts, vault documents, CRM data, to-dos, assay catalogs, and external research. Unlike a generic chatbot, the Brain understands your company, your role, and the specific work you're doing.

Every conversation follows a structured approach: the Brain first creates a **plan** of research steps, then executes them (searching your vault, querying meetings, browsing the web, searching academic papers), and finally synthesizes a comprehensive response with citations.

<Frame caption="The Brain welcome screen with greeting and suggestion chips">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/ospribrain/images/brain-welcome.png" alt="Brain welcome screen" />
</Frame>

## Two Chat Interfaces

Ospri Brain has two chat interfaces, each suited for different workflows:

### Simple Chat (Home Page)

The home page (`/`) provides a streamlined chat experience:

* Quick question-and-answer with the Brain
* File uploads via the paperclip or `/` shortcut
* Reasoning effort and search depth controls
* Auto-saves conversations to the sidebar

### Advanced Chat (`/chat`)

The dedicated chat page (`/chat`) adds:

* **Plan visualization** — See the Brain's research plan with step-by-step progress
* **Document panel** — AI-generated reports render in a side panel
* **Spreadsheet panel** — Generated Excel/CSV files display inline
* **Code execution** — The Brain can run Python code and generate charts
* **Computer Use** <span style={{color: '#3b82f6', fontSize: '11px', fontWeight: 600, background: '#3b82f620', padding: '1px 6px', borderRadius: '4px'}}>BETA</span> — Browse live websites, take screenshots, extract data, and interact with web pages
* **File analysis** — Uploaded files are directly analyzed (attachments are sent to the API)
* **Voice mode** — Real-time voice conversations
* **Meeting context** — Persistent meeting context across turns
* **Project context** — Folder goal and background automatically injected

<Tip>
  For quick questions, use the home page. For deep research, report generation, or file analysis, use `/chat` for the full experience.
</Tip>

## The Chat Interface

### Welcome Screen

When you start a new chat, you see a greeting and four suggestion chips:

| Chip                                           | What It Does                                                  |
| ---------------------------------------------- | ------------------------------------------------------------- |
| "Summarize recent meeting insights"            | Searches your recent meeting transcripts for key takeaways    |
| "What are our top revenue risks this quarter?" | Analyzes CRM deals and meeting discussions for risk signals   |
| "Analyze the latest external signals"          | Pulls from Signals intelligence for market/regulatory updates |
| "Generate a compliance summary"                | Searches vault documents and audit logs for compliance status |

Click any chip to instantly start a conversation with that prompt.

### Message Display

* **Your messages** — Right-aligned with a primary color background
* **Brain responses** — Left-aligned in a card with a border
* **Markdown** — Full support including headers, bold, italic, lists, tables, and code blocks with syntax highlighting (Prism, VS Code Dark+ theme)
* **Generated files** — Links to `/storage/v1/object/public/generated-files/` render as download buttons with file icons
* **Attachments** — Displayed as clickable chips with filenames; click to download

### Input Area

| Element              | Description                                                           |
| -------------------- | --------------------------------------------------------------------- |
| **Text area**        | "Ask anything..." placeholder. Enter to send, Shift+Enter for newline |
| **Paperclip**        | Opens the file upload modal                                           |
| **Reasoning effort** | Dropdown: Low / Med / High                                            |
| **Search depth**     | Dropdown: Basic / Deep                                                |
| **Model badge**      | Shows "Jules" (the Brain's model name)                                |

### Chat Header

Once a conversation is saved (after first exchange), a header appears:

| Button         | Action                                                                   |
| -------------- | ------------------------------------------------------------------------ |
| **Chat title** | Auto-generated (3-6 words, topic-specific) or manually renamed           |
| **Share**      | Marks conversation as shared; copies `/share/{chatId}` link to clipboard |
| **Delete**     | Permanently removes the conversation and all messages                    |

## Reasoning Effort

Controls how deeply the AI reasons about your question:

| Level    | Best For                            | Behavior                                                |
| -------- | ----------------------------------- | ------------------------------------------------------- |
| **Low**  | Quick factual lookups               | Minimal reasoning, fast responses                       |
| **Med**  | Most everyday questions (default)   | Balanced reasoning and speed                            |
| **High** | Complex analysis, report generation | Deep multi-step reasoning, uses OpenAI reasoning tokens |

## Search Depth

Controls how extensively the Brain searches for information:

| Level     | Behavior                                                    |
| --------- | ----------------------------------------------------------- |
| **Basic** | Searches your vault (Pinecone) and meeting transcripts only |
| **Deep**  | Also searches the web via Tavily for current information    |

<Tip>
  For questions about your own company data, **Basic** search is faster and usually sufficient. Use **Deep** when you need external market data, competitor info, or regulatory updates.
</Tip>

## How the Brain Finds Answers

When you ask a question, the Brain follows this structured process:

<Steps>
  <Step title="Creates a plan">
    The Brain calls `create_plan()` first, choosing a mode (**base\_analysis**, **competitive\_analysis**, or **writing**) and generating 2-9 research steps depending on complexity.
  </Step>

  <Step title="Executes research steps">
    Each step uses a specific tool: knowledge base search, web search, meeting intel, paper search, etc. Progress is streamed in real-time.
  </Step>

  <Step title="Searches your Knowledge Base">
    Semantic search across all Brain-accessible vaults using Pinecone with `text-embedding-3-large` (1024 dimensions). Searches up to 5 namespaces simultaneously, returns top 10 results.
  </Step>

  <Step title="Checks meeting transcripts">
    Searches recent meeting transcripts for relevant discussions, decisions, and action items with verbatim quotes when relevant.
  </Step>

  <Step title="Uses external tools (if needed)">
    May search the web (Tavily), query academic papers (Semantic Scholar + PubMed), search your assay catalog, or create to-dos.
  </Step>

  <Step title="Synthesizes a response">
    Combines all sources into a coherent answer with citations, links to original documents, and actionable recommendations.
  </Step>
</Steps>

### Plan Modes

| Mode                      | When Used                                        | Typical Steps                       |
| ------------------------- | ------------------------------------------------ | ----------------------------------- |
| **base\_analysis**        | Research, science, market questions, trends      | 2-3 (simple) to 6-9 (deep research) |
| **competitive\_analysis** | Competitor questions, positioning, benchmarking  | 4-6 steps                           |
| **writing**               | Reports, emails, proposals, summaries, documents | 3-5 steps                           |

## Streaming Events

On the advanced chat page (`/chat`), you can see the Brain's work in real-time. These events appear as the Brain processes your request:

| Event               | What You See                                                                    |
| ------------------- | ------------------------------------------------------------------------------- |
| **Plan**            | The research plan with numbered steps                                           |
| **Step start/done** | Progress indicators as each step executes                                       |
| **Sources**         | Web search results with URLs                                                    |
| **Meetings**        | Meeting intel results with titles and excerpts                                  |
| **Papers**          | Academic paper citations with titles, authors, abstracts                        |
| **Document**        | A side panel opens with a streaming report/document                             |
| **Chart**           | An inline chart or image generated by code execution                            |
| **Screenshot**      | A page capture from Computer Use (browser automation)                           |
| **Spreadsheet**     | An inline spreadsheet viewer for generated data                                 |
| **Clarification**   | The Brain asks you a clarifying question with optional quick-answer suggestions |

## Clarification Mode

If your question is ambiguous, the Brain may call `ask_clarification` instead of proceeding:

* A clarification card appears with the Brain's question
* 2-4 quick-answer suggestions are provided as clickable chips
* You can click a suggestion or type a custom response
* The Brain then continues with your clarification

<Info>
  The Brain only asks for clarification when the question is genuinely ambiguous. It won't ask unnecessary follow-ups.
</Info>

## Inline Documents

When the Brain generates a report or document (via the `create_document` tool), it opens in a side panel:

1. The **document panel** opens alongside the chat
2. Content streams in real-time with Markdown formatting
3. The document is rendered with a title and full formatting
4. Generated files (CSV, XLSX, images) appear as download links

## Generated Files

The Brain can generate various file types during a conversation:

| File Type                         | How It Appears                                         |
| --------------------------------- | ------------------------------------------------------ |
| **Charts/Images** (PNG, JPG, SVG) | Rendered inline as images                              |
| **CSV/TSV**                       | Downloadable with inline preview                       |
| **Excel** (XLSX)                  | Downloadable spreadsheet file                          |
| **Text files**                    | Inline content with download option                    |
| **Financial models**              | `financial_model.xlsx` + `data.csv` generated together |

## Computer Use <span style={{color: '#3b82f6', fontSize: '12px', fontWeight: 600, background: '#3b82f620', padding: '2px 8px', borderRadius: '4px', marginLeft: '8px'}}>BETA</span>

The Brain can browse live websites on your behalf. When you ask it to visit a URL, it launches a real headless browser, navigates the page, and interacts with it step by step — taking screenshots, clicking elements, filling forms, and extracting data.

**What you can do:**

* Take screenshots of any website and see them inline in the chat
* Extract structured data from web pages (pricing tables, contact info, product specs)
* Navigate multi-page workflows (click through menus, follow links)
* Monitor competitor websites or regulatory pages for updates
* Check that your own web properties look correct

**How it appears in the chat:**

The Brain shows a "Browser" card with:

* A blue monitor icon and the domain name (e.g., "Browser: example.com")
* Page screenshots displayed inline after each action
* A collapsible log of actions taken (navigate, click, extract, etc.)
* Extracted data formatted as tables or JSON

**Use cases:**

| Use Case              | Example Prompt                                                        |
| --------------------- | --------------------------------------------------------------------- |
| Competitor monitoring | "Go to competitor.com/pricing and extract their pricing tiers"        |
| Regulatory tracking   | "Visit the MPI biosecurity page and screenshot any new notices"       |
| Conference scouting   | "Browse the ISVEE conference site and extract the speaker list"       |
| Vendor research       | "Go to this supplier's website and extract their PCR machine catalog" |
| Visual QA             | "Take a screenshot of ospribio.com — does the homepage look right?"   |
| Data extraction       | "Visit this page and extract all the data into a CSV"                 |

<Info>
  Computer Use works with any publicly accessible website — no domain allowlisting or configuration needed. For sites that require login, the agent will ask for your confirmation before entering credentials.
</Info>

## Context Injection

The Brain receives context from multiple sources for every conversation:

| Context Source       | What It Provides                                                          |
| -------------------- | ------------------------------------------------------------------------- |
| **Personal Context** | Your role, industry, objectives, pain points, preferences (from Settings) |
| **Project Context**  | Goal and background from the project folder (when chat is in a project)   |
| **Meeting Context**  | Full transcript and analysis from linked meetings                         |
| **Vault Documents**  | Relevant document excerpts found via semantic search                      |
| **Today's Date**     | Current date for time-aware responses                                     |
