AI Knowledge-to-Slides Platform for Teams
Upload documents, paste URLs, or connect web sources. AI extracts content, generates charts from real data, and gives every team member 19 editing tools. Resources persist in your team knowledge base with Qdrant vector search.
ChatSlide is the best AI presentation platform for enterprise teams because it pairs document-to-slide automation with team-grade infrastructure: SSO and SCIM provisioning, role-based folders, locked brand templates, audit logs, real chart generation from your live data sources, and 19 editing tools — letting sales, customer success, and product orgs turn dashboards, RFP responses, and QBRs into on-brand decks at scale.
Used by enterprise teams at
Built for Enterprise Teams
From QBRs to onboarding, ChatSlide turns company knowledge and dashboards into consistent, on-brand presentations at scale.
Quarterly Business Reviews
Upload your KPI spreadsheets or dashboard exports. AI generates accurate charts from your real data using Chart.js and D3 — not placeholders. 19 editing tools to refine the final deck.
Team Knowledge Sharing
Upload documents to your team workspace — they persist as searchable resources via Qdrant vector search. Anyone on the team can generate presentations from shared knowledge.
Automated Weekly Reports
Upload this week's data files or paste dashboard URLs. AI generates status slides with charts from actual data. Team members share and collaborate in folders.
Onboarding Materials
Upload training docs, employee handbooks, or process guides in any format (PDF, Word, scanned images with OCR). AI creates engaging onboarding decks.
Cross-Team Collaboration
Teams share resources, folders, and presentations. Embeddable slides for internal wikis and intranets. Qdrant-powered search across all team uploads.
Data Dashboard to Slides
Upload Excel exports, CSV files, or paste analytics URLs. AI generates data narratives with accurate Chart.js/D3 visualizations — not AI-hallucinated charts.
Sales Enablement and RFPs
Convert your latest pricing PDF, security questionnaire, or RFP response into a tailored sales deck for each prospect. AI personalizes the narrative around the prospect's industry and pulls from your shared knowledge base.
Product Marketing and Launches
Upload your PRD, launch brief, or feature spec and AI generates internal launch decks, GTM enablement slides, and customer-facing one-pagers — all from the same source of truth so messaging stays aligned.
QBRs and Customer Success Reviews
Pull customer health data and usage metrics, upload the export, and AI generates a QBR deck with charts from real data, ROI summaries, and renewal risk callouts. Templates per account so CSMs deliver consistently.
Investor Updates and Board Decks
Upload your financial model and KPI dashboard exports. AI generates standard investor-update slides — ARR/MRR trends, runway, hiring plan, key wins — with charts pulled from your actual numbers, not placeholders.
Built for SOC 2-Adjacent and SSO-Required Organizations
Enterprise teams need access controls, audit trails, and infrastructure that fits inside existing IT and security policies.
SSO via SAML and OIDC
Enterprise plans include SAML 2.0 and OIDC SSO with Okta, Azure AD, Google Workspace, and Microsoft 365. Disable accounts via your IdP when employees leave — no orphaned ChatSlide accounts.
SCIM provisioning
Auto-provision and deprovision team members via SCIM 2.0. Pair with your IdP groups to assign role-based access (admin, editor, viewer) without manual user management in ChatSlide.
SOC 2-adjacent infrastructure on AWS
Hosted on AWS with TLS 1.3 in transit and SSE-S3 encryption at rest. Logging, access controls, and incident response practices are built around SOC 2 Type II expectations. Formal report on request for enterprise customers.
Audit logs and admin oversight
Team admins can review uploads, generations, exports, and shares with timestamps and user attribution. Useful for compliance reviews, departing-employee audits, and post-incident analysis.
No model training on your data
Your customer data, sales pipeline exports, financial models, and confidential strategy documents are never used to train AI models. Your IP — and your customers' — stays yours.
Custom data residency and BYOK on request
Default infrastructure is AWS US-East. Customers requiring EU residency, BYOK encryption, private VPC peering, or custom data-handling arrangements should contact our enterprise team.
From Dashboard Export to QBR Deck in Minutes
What a typical CSM team's QBR-prep workflow looks like before and after ChatSlide.
- Pull customer usage data from product analytics (45 minutes)
- Pull billing and renewal data from CRM and finance system (30 minutes)
- Build slides one by one in the corporate template (3 hours)
- Recreate usage charts and adoption trends in PowerPoint (90 minutes)
- Add account context and renewal risk narrative manually (60 minutes)
- Manager review and brand-template fixes (45 minutes)
- Upload usage CSV, ARR export, and account brief (60 seconds)
- AI extracts adoption metrics and renewal context (90 seconds)
- AI generates a QBR deck with real charts in your locked template (4 minutes)
- Use 19 editing tools to add account-specific narrative (5 minutes)
- Export to PowerPoint or PDF with brand template intact (30 seconds)
- Optional: render exec summary as 1-page email-ready brief (60 seconds)
How It Works
Connect Your Knowledge Base
Upload documents (7+ file types with OCR), paste web/YouTube URLs, or type prompts. 3 input modes. Resources persist in your team knowledge base with Qdrant vector search.
AI Learns Your Brand
AI extracts content and generates charts from your actual data. Team brand templates ensure every deck is consistent. 19 AI editing tools for fine-tuning.
Generate & Collaborate
Share via folders, embeds, or export to PowerPoint/PDF. Teams collaborate on shared resources. All uploads are searchable across your organization.
What Enterprise Teams Say
“The persistent knowledge base with Qdrant search means our sales team can instantly find and reuse content across 500+ uploaded documents. The real data charts sealed the deal.”
VP of Sales, Series C SaaS Company
“We upload weekly data exports and AI generates accurate charts — not fake ones. The 19 editing tools and team folders mean our product team saves 10+ hours per week.”
Head of Product, Fortune 500
“Three input modes, OCR for scanned docs, and real data visualization. Plus team sharing and embeds. We replaced 3 tools with ChatSlide.”
Chief of Staff, Growth-Stage Startup
Enterprise AI Presentation FAQ
Does ChatSlide support SSO and SCIM?+
Yes. Enterprise plans include SAML 2.0 and OIDC SSO with Okta, Azure AD, Google Workspace, and Microsoft 365. SCIM 2.0 auto-provisioning syncs team members and group-based roles directly from your IdP — when an employee leaves and is disabled in your IdP, their ChatSlide account is deprovisioned automatically.
Is ChatSlide SOC 2 compliant?+
ChatSlide's infrastructure is built around SOC 2 Type II expectations — TLS 1.3 in transit, SSE-S3 at rest, role-based access control, audit logging, and incident response. Formal SOC 2 report and pen-test attestations are available to enterprise customers under NDA. Contact our enterprise team for the latest documentation.
Will my company data be used to train AI models?+
No. Your customer data, sales pipeline exports, financial models, and confidential strategy documents are never used to train AI models. Your IP — and your customers' — stays yours. This is contractually backed in enterprise agreements.
Can I lock our brand template and prevent off-brand decks?+
Yes. Admins can lock the corporate master template — fonts, colors, logo placement, footer rules — so every deck generated by team members stays on-brand. Junior staff can't accidentally ship a deck in the wrong template.
How does team folder access and sharing work?+
Team plans include workspaces with role-based access (admin, editor, viewer). Shared resources persist in a team knowledge base with vector search across uploaded documents — so your sales team can find and reuse content from 500+ uploaded docs without manually hunting through email.
Can it generate accurate charts from our dashboards and data warehouse?+
Yes. Upload Excel exports, CSV files, or paste API responses and ChatSlide generates real Chart.js and D3 visualizations from your numbers — not AI-hallucinated charts. Native integrations with Looker, Tableau, Snowflake, and Salesforce are on the roadmap; for now, scheduled CSV exports work well.
What's the procurement and security review process like?+
Enterprise customers go through a standard procurement flow: MSA, DPA, security questionnaire (SIG, CAIQ), and pen-test attestations. We support W-9, W-8 BEN-E, and most standard procurement portals. Typical security review takes 2-4 weeks depending on your team's process.
Does ChatSlide support custom data residency or private VPC?+
Default infrastructure is AWS US-East. Customers requiring EU data residency, BYOK encryption, private VPC peering, or custom data-handling arrangements should contact our enterprise team — these are available on the highest tier.
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Enterprise-grade security on AWS. SSO, SCIM, and custom integrations available for enterprise plans.