Changelog

Clear Ideas Sync App 2.0 and stronger workflow reliability across the platform.

Clear Ideas Sync App 2.0

Sync is now available as dedicated native desktop applications: Clear Ideas for macOS and Clear Ideas for Windows, replacing previous versions of the app. Version 2.0 delivers a cleaner setup experience, stronger day-to-day reliability, and faster synchronization for distributed teams.

• New native apps for macOS and Windows Clear Ideas Sync now runs as platform-native desktop applications, improving responsiveness and making local file synchronization more dependable on both operating systems.

• Unified sync behavior and conflict handling Synchronization logic has been improved to better handle edits, deletions, and file version conflicts so teams can stay aligned with less manual cleanup.

• Improved update and release experience Desktop update flows are now more robust, helping users stay current with less disruption during app upgrades.

• Better visibility into sync health Expanded sync diagnostics and event tracking improve supportability and help teams identify and resolve sync issues faster.

Workflow, Extraction, and Automation Enhancements

February introduced a major expansion to AI Workflows, adding upload-triggered extraction automation and metadata-aware search patterns that connect ingestion, AI processing, and retrieval in one flow.

• More reliable webhook-driven workflows Incoming and outgoing webhook handling has been refined with stronger validation and more predictable job execution behavior.

• Improved workflow build quality Workflow generation and editing experiences now include clearer guardrails for step structure, limits, and variable handling.

• Stronger file-aware workflow execution File and attachment handling in workflow runs has been improved, especially for image and document-heavy use cases.

• New centralized Extraction Workflows configuration Site administrators can now manage extraction applicability from one settings area with both site-level defaults and folder-level overrides, making rollout and governance significantly easier for large repositories.

• Upload trigger with variable mapping Upload-triggered runs now use configurable trigger-to-workflow variable mapping, similar to webhook mapping patterns, so teams can standardize workflow inputs without rigid variable names.

• Deterministic rule resolution for upload execution Matching logic now applies one effective rule per upload using nearest-folder precedence over site defaults, reducing duplicate runs and making execution outcomes predictable.

• Automatic metadata persistence on file records Extraction outputs are now saved back to file metadata attributes, enabling downstream search, filtering, and automated classification without additional integration work.

• Workflow editor support for Upload trigger semantics Workflow design and assistant prompt guidance now include Upload trigger behavior so generated and edited workflows align with centralized extraction rule assignment.

Chat and Content Experience

Updates across AI Chat and workflow surfaces make it easier to work with rich content and generated outputs.

• Improved image handling in chat Image interactions and gallery behavior have been refined for smoother generation, viewing, and follow-up actions.

• Better workflow assistant usability Assistant editing and workflow authoring flows now include clearer controls and improved interaction patterns for faster iteration.

• Ongoing model and prompt quality updates Continued tuning of model configuration and prompt behavior supports better consistency across chat and workflow results.

• Metadata-aware search syntax Search now supports @ metadata filters (for example @expiryDate:2026), including mixed queries that combine open text with metadata constraints for precision retrieval on extracted attributes.

• Metadata surfaced directly in file context Extracted metadata is now visible in file-level experiences and linked from content listing surfaces, reducing context switching when validating AI extraction output.

• Expanded extraction and search documentation New administrator guidance now covers extraction workflow setup, upload trigger mapping, rule scoping, and metadata search patterns for faster implementation.

Analytics and Reporting Improvements

Analytics capabilities were expanded to provide clearer attribution and more useful operational insights.

• Additional document engagement reporting New PDF page-view analytics and related reporting enhancements provide deeper visibility into how content is used.

Under the Hood

Quiet improvements that make everything feel steadier: refined validation across critical workflows, improved error handling and processing consistency, and ongoing performance tuning across the API, web app, and desktop sync clients.

Workflow calendar view and enhanced automation tools.

Workflow Calendar View

A new calendar interface gives teams a visual way to see and manage scheduled AI workflows at a glance. Whether you're tracking daily reports, weekly summaries, or monthly processes, the calendar helps you understand when automations run and plan around them.

• Month and week views Switch between monthly overviews and detailed weekly views to see exactly when workflows are scheduled. Navigate forward and backward through time to review past executions or plan future schedules.

• Visual schedule overview See all your scheduled runs, completed jobs, and upcoming executions in one place. Color-coded items distinguish between different workflow types and statuses, making it easy to spot what's running and what's completed.

• Quick access to workflow details Click any item on the calendar to jump directly to the workflow or job details. No more hunting through lists to find what ran on a specific day.

• Search and filter Find specific workflows quickly with the built-in search. Filter the calendar view to focus on the workflows that matter most to your team.

Improved Workflow Management

New tools and views make it easier to build, monitor, and manage your AI workflows.

• Unified job tracking A redesigned job list brings all your workflow executions together in one streamlined view. See job status, duration, and results at a glance, with improved filtering and sorting options to find exactly what you need.

• Enhanced workflow builder Building complex workflows is now more intuitive with improved step configuration, better validation feedback, and clearer visual indicators. The builder now adapts better to different screen sizes for comfortable editing on any device.

• Workflow builds overview Track the progress of AI-generated workflows with a dedicated builds list. See build status, review generated steps, and quickly identify any issues during the automated workflow creation process.

• Improved file handling Workflows now handle file attachments more reliably, with better support for passing files between steps and referencing documents within your workflow logic. File-related data is validated and enriched automatically for smoother processing.

Workflow Webhooks

A powerful new way to connect your AI workflows with external systems. Webhooks enable two-way communication between Clear Ideas and other applications, opening up new automation possibilities.

• Incoming webhooks (trigger workflows) External systems can now trigger your workflows by sending data to a unique webhook URL. Enable webhook triggers in your workflow options, configure variable mappings, and create a webhook access key with the appropriate scope. When a webhook is received, Clear Ideas validates the incoming data, maps it to your workflow variables, and starts processing automatically. This is perfect for connecting forms, CRMs, or other applications that need to kick off AI processing.

• Outgoing webhooks (send results) Workflows can now send their results to external systems when processing completes. Configure destination URLs, authentication, and how your workflow data maps to the outgoing request. Use this to push AI-generated content to your CMS, update records in other systems, or trigger downstream processes.

• Flexible variable mapping Define how data flows between external services and your workflows with an intuitive mapping interface. Specify which fields from incoming requests become workflow variables, and how workflow outputs should be formatted for outgoing requests. The system validates your configuration before you save.

• Secure authentication Incoming webhooks require authentication using either webhook access keys or OAuth2 tokens, ensuring only authorized systems can trigger your workflows. Outgoing webhooks support Bearer token authentication through custom headers, allowing your workflows to authenticate with destination APIs and services.

Chat Experience Enhancements

Improvements to AI Chat make conversations more contextual and easier to navigate.

• Site context indicators When conversations involve multiple knowledge bases, visual tags now show which sites are being referenced. This provides better context when asking questions that span different areas of your content.

• Flexible model selection Choose AI models at different levels of your workflow configuration. New options let you set defaults at the workflow level while allowing individual steps to use different models when needed, with helpful guidance explaining each choice. The system also provides clearer feedback when models are deprecated or unavailable, guiding you toward supported alternatives.

• Responsive design improvements The chat interface and workflow tools now adapt more smoothly to different screen sizes. Whether you're on a desktop, tablet, or mobile device, the experience remains comfortable and functional.

Schedule Configuration

Setting up recurring workflows is now more straightforward with improved scheduling controls and better timezone support.

• Timezone-aware scheduling Scheduled workflows and web imports now respect your timezone settings, ensuring automations run at the right local time regardless of where you are. No more mental math converting between timezones—schedules execute when you expect them to.

• Clearer scheduling options Configure when workflows run with more intuitive controls for days of the month and days of the week. Toggle between different scheduling patterns with visual feedback that shows exactly when your workflow will execute. Improved validation catches configuration errors before you save, with clearer messages explaining what needs to be fixed.

Under the Hood

Quiet improvements that make everything feel steadier: better form validation throughout the application, improved data handling for complex configurations, enhanced mobile responsiveness, and optimized component rendering for faster performance.

AI-powered image generation and enhanced model intelligence.

AI Image Generation

AI-powered image generation transforms how teams create and work with visual content. Users can now generate images directly within chat conversations, bringing visual creativity to every interaction. This major new capability integrates seamlessly with existing chat workflows, allowing teams to describe images in natural language and receive high-quality visual outputs instantly.

Currently supporting GPT-5.2, GPT-Image-1.5, and Gemini-3-Pro-Image models, the image generation system offers flexibility across different AI providers while maintaining consistent quality and performance. Whether creating marketing materials, design concepts, or visual aids for documentation, teams can now generate professional-quality images without leaving their conversation context.

The feature includes comprehensive image management tools, from generation to sharing, making it easy to incorporate visual content into projects, reports, and communications.

• Multi-model image generation support Generate images using GPT-5.2, GPT-Image-1.5, or Gemini-3-Pro-Image models, with intelligent model selection based on your requirements and preferences.

• Text-to-image generation Convert detailed natural language descriptions into high-quality images, supporting various artistic styles, compositions, and visual interpretations.

• Chat-integrated image creation Generate images directly in chat interfaces with real-time preview and download capabilities, making visual content creation as simple as text conversations.

• Enhanced image management New image action buttons and display components for better handling of generated images, including viewing, downloading, and sharing options within chat sessions.

• Flexible image output formats Support for multiple image formats and resolutions, optimized for web delivery and integration with existing content workflows.

• Note on image editing capabilities While GPT-Image-1.5 provides excellent image generation, image editing within chat conversations is not currently supported for this model.

Advanced AI Model Intelligence

Expanded support for cutting-edge AI models with improved search capabilities and processing efficiency.

• Next-generation GPT model support Access to GPT-5.2 and GPT-5.2 Pro models with enhanced reasoning capabilities, improved context understanding, and better performance across various tasks.

• Web search integration Intelligent web search capabilities within AI chat, allowing models to access current information and provide more comprehensive, up-to-date responses.

• Enhanced model configuration Improved AI model connection options with better error handling, streaming logic, and flexible token management for optimal performance.

Security Enhancements

Advanced security features that protect user accounts while maintaining convenience.

• Passwordless authentication with passkeys WebAuthn passkeys provide an additional layer of security that complements existing two-factor authentication, offering users more secure and convenient login options without passwords.

Chat Consolidation and Memory

Advanced conversation management with intelligent summarization and context preservation.

• Automatic chat consolidation Smart summarization of long conversations to maintain context while reducing token usage and improving response quality.

• Enhanced chat message handling Improved processing of chat histories with better consolidation logic, preventing duplication and ensuring coherent conversation flow.

• Memory optimization Efficient chat history management with automatic cleanup and consolidation, supporting longer-term conversations without performance degradation.

Developer and Platform Enhancements

Continued improvements to platform reliability and user experience.

• Web retrieval improvements Enhanced web content extraction with better error handling, content truncation, and API integration for more reliable data sourcing.

Under the Hood

Quiet improvements that make everything feel steadier: enhanced error logging, optimized streaming responses, improved content sanitization, and refined data validation across all services.

Voice-enabled conversations and advanced content processing.

Voice-Powered AI Chat

Voice support now extends Private Data AI Chat and Public AI Chat. Visitors and internal users can ask questions out loud, listen to answers (public chat only, private chat responses are often complex and not suitable for voice), and move between voice and text without losing context in the same conversation.

• Voice input and output Ask questions verbally and receive audio responses read aloud for hands-free interaction. Voice runs across web, mobile, and desktop experiences.

• Enhanced chat capabilities Voice recording and playback live directly in the chat interface, with higher audio quality and more reliable streaming. Partial responses arrive as they are generated so longer answers do not block the interface.

• Multi-model voice intelligence Access leading AI models from OpenAI, Anthropic, Google Gemini, xAI, and Cohere for voice interactions. Intelligent model selection balances reasoning quality, latency, and cost for each conversation.

• Voice-enabled public chat Website visitors can now use voice in the same Public AI Chat widget that already handles text questions and lead capture. Voice interactions can lead into sharing contact details or booking time with your team when configured.

• Accessibility and usability Voice capabilities improve accessibility for people who prefer listening over reading or use assistive technologies. The experience is tuned to work reliably across devices and varying network conditions.

Advanced Content Processing

Output from AI chat and AI Workflows is now easier to adapt into downstream systems, templates, and reports. December adds improvements to structured content handling, version comparison, and markdown rendering across the Clear Ideas interface.

• Handlebars variable support Enhanced template processing with syntax highlighting and variable recognition for more sophisticated content automation.

• Version comparison tools Compare different versions of extracted text content to track what changed and why. Diff-aware views help review AI outputs, regulatory updates, or content revisions over time. See Viewing Files for more details.

• Enhanced markdown processing More robust markdown handling and link processing ensure that complex responses render cleanly, whether they are viewed in chat, exported, or reused inside other experiences.

Public Engagement Features

Extended reach and interaction:

• Voice-enabled public chat Website visitors can now engage with AI chat using voice, expanding accessibility and user experience options.

• Lead capture integration Automated email capture and follow-up systems to nurture visitor engagement and conversion.

Site Management and Safety

Better control and protection:

• Deletion protection safeguards Added safety measures to prevent accidental site deletion, with clear confirmation processes and recovery options. Enhanced site management features with improved error handling and user cleanup logic.

• Enhanced site management features Improved billing features and organization policy enforcement with streamlined permission checks and clearer error messaging. Better organization membership verification and site access controls.

• Advanced site configuration Enhanced site settings and menu item access controls with improved user selection logic and notification management. Refined site role handling with better user experience and error clarity.

Developer and Integration Tools

Enhanced connectivity and control:

• Advanced MCP capabilities Expanded Model Context Protocol support with content listing, diff retrieval, and improved access management. Secure integration allowing compatible AI applications to query private data with controlled access and full audit logging.

• MCP file and folder operations New parameters and shared helpers for advanced file management through Model Context Protocol. Enhanced scope management ensures only authorized applications can access specific content areas.

• MCP access control with refined scope Granular permission controls for MCP connections, allowing fine-tuned access to specific sites, folders, or content types while maintaining security boundaries.

• MCP tools with content listing and diff retrieval Advanced MCP functionality for listing content, retrieving differences between versions, and performing sophisticated content operations through secure API connections.

• Refined error handling Clearer error messages and better feedback throughout the platform for improved user experience. Enhanced logging and debugging capabilities for troubleshooting integrations.

• Enhanced AI model support Improved AI model configurations with error handling in streaming responses and enhanced integration capabilities across different AI providers.

AI Workflow Builder Enhancements

Advanced automation creation and refinement:

• Intelligent document analysis Automatic document type detection and complexity assessment for optimal workflow generation. Smart variable discovery and pattern extraction from document structures.

• Multi-stage build process Sophisticated five-stage workflow creation including analysis, generation, benchmarking, revision, and finalization. Real-time build progress monitoring with detailed status updates.

• Quality benchmarking and iteration Built-in quality assessment with automatic prompt refinement. Iterative improvement system that learns from failures and creates better prompts through multiple optimization cycles.

• Document structure preservation Maintains logical flow and structure of original documents while making them dynamic and reusable. Preserves formatting, section relationships, and content hierarchy.

• Cost estimation and token management Advanced cost prediction and token usage estimation before workflow building. Optimize for efficiency and budget management with transparent pricing.

Multi-Step Loop Processing

Powerful branching and iteration capabilities for complex data processing in AI Workflows:

• Container steps with child steps Create container steps that execute multiple sequential child steps for each iteration. Process collections of data through multi-step pipelines where each child step builds on previous results.

• Enhanced variable scoping Hierarchical variable access across workflow, step, and loop contexts. Child steps can reference parent step outputs, loop variables, and previous child step results using nested references like {{step-2-1}}.

• Visual workflow editor improvements Clear visual representation of container steps and their child steps with intuitive connection indicators. Improved step reference detection and unused variable warnings help identify potential issues before execution.

• Variable insertion tools Quick variable insertion dropdown in prompt editors with syntax highlighting. System variables and defined variables are clearly distinguished, making it easier to build complex workflows without manual typing.

• Advanced loop options Flexible loop configuration with customizable item and index variable names. Conditional filtering using comparison and logical operators to process only relevant items from collections.

• Improved output aggregation Automatic JSON array aggregation for container steps with multiple iterations. Final outputs combine results from all iterations while preserving structure and enabling downstream processing.

Enhanced Analytics and Search

Improved discovery and insights with Analytics and AI Enhanced Search:

• Advanced search capabilities Enhanced search result filtering with flexible date range presets and sticky filter settings. Improved search query handling and result ranking for better relevance.

• Analytics enhancements Time-series and list views for engagement metrics. Open items directly from analytics for deeper investigation.

Under the Hood

Quiet improvements that make everything feel steadier: enhanced connection handling, improved content sanitization, and optimized processing pipelines across all services.

Enhanced collaboration and smarter document workflows.

Public Chat Integration

Public AI Chat now connects your website directly to Clear Ideas™. A configurable, AI-powered widget answers questions from your knowledge base, stays synchronized with your latest documentation, and can optionally capture visitor contact details for follow-up.

• Website chat widget Embed an AI-powered chat interface directly on your website. Visitors receive contextual answers from your knowledge base with clear citations so they can see exactly which documents responses come from.

• Setup & configuration Get running in minutes with a simple JavaScript snippet. Configure allowed origins for security, manage access keys, and keep all traffic over encrypted HTTPS connections. See the Step-by-Step Guide for details.

• AI behavior and brand control Fine-tune chat behavior with brand voice settings, audience targeting, answer length controls, custom terminology, and disallowed topics so the assistant stays on-message and within your governance standards.

• Lead generation built in Lead capture can be triggered based on visitor engagement instead of static pop-ups. Capture names, email addresses, and companies, hand off meetings through integrated scheduling, and notify up to 10 team members with full conversation context.

• Visitor experience enhancements Welcome messages, suggested questions, and optional voice input/output make it easy for visitors to start a conversation. Quick links route traffic to important pages without leaving the chat experience.

• Security and isolation Multi-layered protection—including allowed origins control, access key authentication, encrypted connections, and comprehensive audit trails—keeps public chat isolated from internal Sites while still grounded in your approved content.

Document Generation and Export

Teams that rely on markdown for knowledge bases, playbooks, and reports can now go from working draft to polished PDF in a single step. The export pipeline respects headings, tables, and diagrams so that public- or client-facing deliverables stay consistent with what you see in Clear Ideas. See Importing & Exporting for more details.

• PDF generation for markdown Convert markdown documents directly to PDF format with proper formatting, preserving structure, diagrams, and layout.

• Enhanced file handling Improved upload processes with better metadata support and content type validation make document ingestion more reliable, especially for multi-file uploads and rich media.

Scheduled Web Imports

Web Import now supports recurring schedules for external websites, so content used by Public AI Chat and analytics stays aligned with upstream sources without manual runs.

• Automated import schedules Create hourly, daily, weekly, or monthly web import schedules from site settings, keeping imported documentation and external pages up to date in the background.

AI and Analytics Intelligence

Smarter insights and processing:

• Updated AI model support Access to latest AI models with improved performance and cost transparency for better decision-making.

• Enhanced analytics queries More robust data handling and time tracking for clearer engagement metrics and user behavior insights.

Developer Experience

Tools for seamless integration:

• Model Context Protocol enhancements Improved Model Context Protocol support for connecting AI models to private data sources with enhanced access controls.

Under the Hood

Quiet improvements that make everything feel steadier: refined data validation, enhanced error handling, and optimized content processing across all services.

Smarter security, deeper insights, and seamless subscriptions.

Stronger Security and Access

Enhanced protection while keeping access simple:

• OAuth 2.0 integration powering Model Context Protocol OAuth 2.0 support establishes secure, standards-based authentication that powers the Model Context Protocol—allowing users to log in with their existing Clear Ideas credentials to MCP connectors from leading providers like OpenAI's ChatGPT. This enables AI models to query only relevant private data fragments while keeping everything else encrypted and secure, living alongside access keys for flexible authentication options.

• Email-only authentication improvements Streamlined signup flows with better token management and email verification for faster, more secure access.

Deeper Analytics and Tracking

Better insights with more accurate data:

• Enhanced query validation Robust analytics queries with improved site filtering and data handling for more reliable reporting.

• Refined time tracking More precise time-spent calculations provide clearer engagement metrics and user behavior patterns.

Streamlined Communications

Easier connections and subscriptions:

• Improved messaging flows Cleaner communication channels with better error handling and user feedback.

Performance and Quality Improvements

Smoother experience across the platform:

• UI refinements Cleaner component structures and improved navigation flows reduce friction and enhance usability.

Under the Hood

Quiet improvements that make everything feel steadier: enhanced server configuration management, streamlined activity stores, and refined data validation across all services.

Branch conversations, diagram ideas, and clearer analytics.

Smarter Conversations

Explore multiple directions without losing momentum:

• Fork a chat Spin off a new branch from any point in the discussion to compare approaches side-by-side—perfect for trying alternate prompts, tones, or strategies. Available in AI Chat.

• Rename conversations Give threads meaningful titles so you can find them instantly later and keep projects neatly organized in AI Chat.

Visual Diagrams in AI Chat

Turn ideas into diagrams right where you work:

• Mermaid support
  Create flowcharts, sequence diagrams, and more directly in chat and notes—no separate diagramming tool required.

More Actionable Analytics

Deeper insight with clearer filters and exportable views in Analytics:

• Flexible filters that stick
  Pick sites, actions, user groups, and date ranges (with handy presets) and keep exploring without losing your place.

• Time-series and list views
  See trends over time for active users, or scan ranked lists for most searched terms and most accessed content.

• One-click copy and CSV
  Copy summaries or export tables for sharing and follow-up—perfect for reports or quick Slack updates.

• Open items from analytics
  Jump straight from "Most Accessed" into the referenced file to investigate or iterate.

• Smarter AI and search insights
  Toggle AI topics by themes, keywords, or entities; track zero-result searches; and view a Discovery Mix of how people find content.

Safer, Smoother Streaming

Steady progress updates for long runs:

• Rate-limited streaming
  Live responses are more consistent during busy periods, reducing hiccups and making progress easier to follow.

Latest AI Models

Choose with confidence:

• Model list refresh
  Updated defaults and clearer cost details help you match model choice to the task and budget.

Quality and Reliability

Smoother outputs and fewer surprises:

• Faster exports PDF generation is quicker and more dependable, especially for longer documents with images. See Importing & Exporting for details.

• Clearer errors and logging
  Friendlier messages make it easier to resolve issues without digging into technical details.

Under the Hood

Quiet improvements that make everything feel steadier: normalized data handling across analytics queries, gentler streaming rate limits, and faster, more reliable PDF exports.

Faster sign-in, clearer performance insights, and a tidier workspace.

Streamlined Sign-Up and Access

Reduce friction while keeping accounts secure:

• Email-only authentication Sign in without managing passwords. One-time links keep access fast for teammates and guests and confirm the person actually has access to the email address they're using—so viewing shared files doesn't get blocked by forgotten passwords. Learn more about Security & 2FA.

• Two-factor friendly We still encourage 2FA for sensitive work. Passwordless makes entry simple, while 2FA adds an extra layer when your policies or projects call for it.

• Fewer password headaches
  Cuts down support loops for "lost password" issues—especially when teams share links to sites and files.

• Built on best practices
  Aligns with modern passwordless standards for a secure-by-default experience.

• Invitation support
  Share an invite URL and new users are guided through a clear, secure join flow—no manual steps or back-and-forth.

• Built-in bot protection
  Invisible checks help block automated signups, protecting your workspace from spam without slowing real users down.

A Tidier Workspace

Small touches that add up to a calmer UI:

• Maintenance indicator
  A clear banner appears when the system is briefly offline, so you always know what's happening.

• Simplified menus and actions
  More consistent menus and safer delete flows reduce mis-clicks and help new users find their way faster.

Reliability and Stability

Fewer surprises; more focus on work:

• Improved health checks
  Additional startup and service checks catch potential issues early, keeping things stable during peak times.

• General polish
  Dozens of small refinements add up to a smoother, more predictable experience.

Additional Improvements and Fixes

• Subtler notifications and fewer distractions during common tasks
• Minor UI refinements across settings and content menus for clarity

Shape AI responses, edit files in place, and smoother workflows.

Personalize AI Chat

Shape responses to reflect your voice and goals:

• AI instructions
  Set clear guidance at the organization or user level so replies sound on-brand, stay within your preferred tone, and follow consistent phrasing. Great for reinforcing style guides, compliance notes, or team-wide best practices across chats and workflows.

Edit Files Right in the Browser

Review and refine content without jumping between apps:

• Built-in editor Open, edit, and save files directly in Clear Ideas with automatic prompts to prevent losing work. Ideal for quick copy updates, config tweaks, or polishing AI-generated drafts—no downloads or re-uploads needed. See Viewing Files for details.

Model & Workflow Updates

Keep choices current and results dependable:

• Model list refresh
  Updated foundational model options with clearer cost information, helping teams choose the right balance of quality and value.

• Workflow polish AI Workflow builds finish more reliably with clearer success states, easier-to-read quality charts, and sensible defaults so you spend less time tuning.

• Steadier live responses
  Improved streaming behavior makes long or complex generations feel smoother and more predictable.

Introducing desktop sync, automated quality control, and advanced analytics.

Introducing Clear Ideas™ Sync Desktop Application

Seamlessly bridge your local files with Clear Ideas cloud security:

• Automatic Two-Way Synchronization
  Keep your local files and Clear Ideas sites perfectly synchronized with real-time updates in both directions.

• Offline Access with Smart Conflict Resolution
  Work with your files offline and let Clear Ideas Sync intelligently resolve conflicts when you reconnect.

• Secure File Transfer
  All synchronization uses end-to-end encryption, maintaining Clear Ideas' security standards throughout the process.

• Selective Sync Controls
  Choose which sites and folders to sync locally, optimizing storage and bandwidth usage.

• Cross-Platform Support Available for Windows, and macOS with native integration into your operating system's file explorer. Learn more about the Sync App.

Automated Quality Benchmarking for AI Workflows

Ensure consistently high-quality AI outputs with intelligent evaluation:

• Multi-Criteria Quality Scoring
  Automatically evaluate AI Workflow outputs on readability, factual accuracy, clarity, tone, and engagement metrics.

• Actionable Quality Feedback
  Receive specific recommendations for improving workflow prompts and templates based on quality analysis.

• Quality Trend Monitoring
  Track quality improvements over time and identify which workflows produce the most reliable results.

• Custom Quality Standards
  Define organization-specific quality criteria and benchmarks for different document types and use cases.

• Quality Gates for Workflows
  Set automatic quality thresholds that pause workflows for review when outputs don't meet standards.

Transparent Token and Cost Estimation

Take control of your AI usage and budget planning with AI Credits:

• Live Token Counting
  See real-time estimates of token usage as you build and test AI Workflows.

• Cost Projections by Model
  Compare AI Credit consumption across different foundational models to optimize your budget.

• Usage Analytics Dashboard
  Track AI Credit consumption patterns with detailed breakdowns by feature, user, and time period.

• Budget Alerts and Controls
  Set spending thresholds and receive notifications when approaching AI Credit limits.

• Workflow Cost Optimization
  Receive suggestions for reducing token usage while maintaining output quality.

Loop & Conditional Logic in AI Workflows

Build sophisticated, intelligent automation with advanced workflow controls:

• Iterative Processing
  Create workflows that loop through lists of data, documents, or parameters automatically.

• Conditional Branching
  Build decision trees that route workflow execution based on content analysis or data conditions.

• Dynamic Variable Handling
  Extract and manipulate variables from your content to create truly adaptive workflows.

• Error Handling and Recovery
  Define fallback actions when workflows encounter unexpected conditions or data formats.

• Nested Logic Support
  Combine multiple conditions and loops for complex, multi-step automation scenarios.

Model Context Protocol (MCP) Integration

Connect external AI models securely to your private data:

• Site-Level MCP Configuration
  Enable and configure MCP access independently for each site through comprehensive settings panels.

• Secure Access Key Management
  Generate time-limited access keys with customizable expiration periods—from hours to months based on your security requirements.

• Granular Data Access Controls
  Precisely select which documents, folders, and data sources external AI models can access through MCP.

• External AI Model Integration
  Use your preferred AI models outside of Clear Ideas while maintaining secure access to your private data.

• Automatic Key Rotation
  Access keys automatically expire and rotate based on your configured security policies and usage patterns.

• Audit Trail Integration All MCP access attempts and data retrievals are logged in comprehensive audit trails for security monitoring. See Analytics for details.

Custom Reporting Engine

Create sophisticated reports tailored to your organization's needs with Analytics:

• Drag-and-Drop Report Builder
  Build custom reports with an intuitive visual interface—no technical skills required.

• Automated Report Scheduling
  Generate and distribute reports automatically on daily, weekly, or monthly schedules.

• Multi-Format Export Options
  Export reports as PDF, Excel, PowerPoint, or interactive web dashboards.

• Dynamic Data Integration
  Pull real-time data from multiple sites and sources into unified reports.

• White-Label Report Templates
  Customize report branding and layouts to match your organization's visual identity.

Additional Improvements and Bug Fixes

• Enhanced mobile responsiveness across all features and interfaces
• Improved keyboard navigation and screen reader compatibility for accessibility
• Performance optimizations for sites with large document collections (10,000+ files)

Enhanced security, smarter workflows, and visual intelligence.

Multi-Model Access Across Leading AI Providers

AI Chat now connects to the industry's top foundational models:

• Anthropic Claude Models
  Access the latest Claude models for nuanced reasoning and creative tasks.

• Google Gemini Integration
  Leverage Gemini Pro for advanced capabilities and complex analysis.

• Cohere & xAI Support
  Choose from additional cutting-edge models optimized for specific use cases.

• Seamless Model Switching
  Compare outputs across different AI providers within the same conversation—no separate subscriptions required.

Interactive Visualizations in AI Chat

Transform data insights into compelling visual narratives:

• Dynamic Chart Generation
  AI Chat now creates interactive charts, graphs, and diagrams on-the-fly from your private data.

• Real-Time Data Visualization
  Generate visual summaries of financial data, survey results, and analytical reports instantly.

• Export & Share Visualizations
  Save generated charts as images or integrate them into reports and presentations.

• Context-Aware Visual Selection
  AI automatically chooses the most appropriate chart type based on your data and query intent.

Additional Improvements and Bug Fixes

• Enhanced OCR accuracy for scanned documents and images - See AI Enhanced Search for details
• Faster load times for large document collections

A smoother experience. Smarter AI. More control.

New AI Models & Smarter Chat Suggestions

We've expanded your AI toolkit and made chats even more intelligent:

• New Foundational Models
  You can now additional models in AI Chat for advanced document generation, summarization, and workflows. For a complete list of models, see the Models page.

• Smarter Chat Suggestions AI Chat now returns more relevant, context-aware suggestions—and ensures that summaries link back to valid sources.

• Improved Chat File Handling
  Enhanced support for file attachments, including previewing, saving responses to markdown, and improved context tracking.

Save AI Responses to Files

New dialog lets you save any AI-generated response directly to your file structure in AI Chat:

• Select Site & Folder
  Choose exactly where to save your content.
• Markdown Format
  Keep formatting intact with downloadable, editable files.

Try Clear Ideas Without Signing Up

Introducing a new "Try" experience:

• Instant Access
  Explore the app without a full account.
• Get Started Page
  Jump straight into the app's most powerful features with guided access.

Design & Experience Overhaul

We've made hundreds of small refinements—here are the highlights:

• Rounded Components & Enhanced Layouts
  Smoother visuals across the app.
• Improved Markdown Styling
  Tables, charts, and embedded content now look and function better.
• New Icons & Brand Assets
  Fresh visuals throughout for a cleaner, more modern look.

Better Analytics for AI Chat

AI Chat usage is now more visible in analytics dashboards:

• New Event Types
  See when users interact with AI Chat and track engagement trends.
• Access Insights by Site
  Drill down into usage per document collection.

Behind-the-Scenes Improvements

(While not user-facing, these directly improve your day-to-day experience):

• Enhanced Offline Support: Smoother reconnect behavior when your internet drops.
• Faster Health Checks: Improved app startup and service responsiveness.
• Subscription Flexibility: Better handling of payment types and plan attributes across all user types.

A seamless experience from first visit to full engagement.

Google Sign-In for Faster Access

You can now sign in to Clear Ideas using your Google account—no password required. See Getting Started for details.

• Secure & Simple: Skip the setup and get started instantly.
• Perfect for Guests: Combine with our new unauthenticated experience for fast, focused access.

New: Demo User Experience

We've made it easier than ever to explore Clear Ideas:

• No Account Required: Try key features with just your email—great for demos, one-time access, or sharing previews.
• Flexible Identity: Use display names and domain-based settings to configure the guest experience.
• Smart AI Credit Management: Even demo users benefit from AI usage tracking and credits.

Smarter, Smoother AI Chat

Chat just keeps getting better:

• Improved Chat State Management: Your conversations are now more stable, even during rapid switching or reconnects.
• AI Usage Accuracy: Behind the scenes, we've improved how usage is tracked for all chat activity. See AI Credits for details.
• Refined Message Handling: A cleaner, more consistent chat experience—especially during structured outputs or multi-part replies.

Subscription & App Enhancements

We've tuned key parts of the Clear Ideas platform for better clarity and flexibility:

• Updated Subscription Plan Types: Better support for unauthenticated access and future growth.
• Improved App Config & Routing: Faster load times and cleaner navigation—especially around login flows and site switching.

Clear Ideas just got smarter, faster, and more intuitive.

Smarter AI Chat Workflows

We're continuing to elevate your AI-powered experience:

• Switch AI Models Mid-Conversation Choose between GPT-4o and GPT-4o-mini during your chat. Whether you're summarizing or solving complex problems, pick the model that best fits your task and budget.

• Use Output Templates for Structured Results Apply your own document templates (like proposals, contracts, or reports) to generate consistently styled responses, powered by your private data. See Prompt Templates for details.

• Attach Files for Targeted Results
  Focus your chat by attaching up to 5 documents. Quickly summarize, compare versions, or generate new documents with greater specificity.

• Prompt Suggestions
  AI Chat now suggests follow-up questions, helping you dive deeper into your data.

• Private Data Scope Transparency
  Know exactly what data is being used in your chat. We now show whether the chat is limited to a single site or spans across all your sites—plus how many documents were reviewed.

New: Site Index & Excel Export

Explore and manage your content more efficiently:

• Site Index View
  Browse an organized outline of your site's contents.
• One-Click Excel Export Export the entire site structure into a downloadable spreadsheet for reporting or offline review. See Importing & Exporting for details.

Import Web Content (Beta)

Bring the web into Clear Ideas:

• Import From Any URL
  Paste a link and import the web page for use in AI-powered workflows—summarize, compare, or extract insights.

• Intelligent Validation
  Built-in error handling ensures imports are clean and readable.

Automate with Scheduled Workflows

AI Workflows can now run automatically:

• Schedule Actions
  Set specific days and times to trigger workflows on selected sites.
• Great for Reports
  Automatically generate summaries, recaps, or custom content at regular intervals.

UI Enhancements & Visual Refinements

• Streamlined Navigation
  Improved layout and cleaner component design.
• Refined Branding
  Updated logos and icons for a more consistent look across the app.

Feature Update: January 2025 AI Chat Enhancements

We're thrilled to announce significant upgrades to AI Chat, making it more powerful, versatile, and tailored to your needs. These new features enhance how you interact with your private data, empowering you to complete tasks with precision and efficiency.

Select Foundational Models On-The-Fly

AI Chat now allows you to dynamically choose the foundational model during a conversation:

• GPT-4o-mini: Ideal for cost-effective tasks like analysis and summarization, offering robust performance at a lower cost.
• GPT-4o: Suited for complex problem-solving, in-depth insights, and nuanced document generation.

Switch between models at any point in a chat, ensuring the right balance of cost and capability for every situation.

Chat Suggestions

AI Chat can now suggest follow-up prompts to enrich your conversation. These context-aware suggestions guide you toward additional insights, helping you explore your data more thoroughly and effectively.

Private Data Scope Visibility

Gain deeper visibility into how AI Chat interacts with your data:

• Scope Indicators: AI Chat clearly displays whether it is working within a single site or across all sites.
• Document Count: Each response now includes the number of documents reviewed during its preparation, providing transparency into the AI's process.

As always, private data sources are cited with links to the originating documents within Clear Ideas, ensuring accountability and ease of reference.

Output Templates for Structured Responses

Take control of AI Chat's output with the new Output Templates feature. See Prompt Templates for details:

• Flexibility: Use any document as a template to guide the formatting, tone, and structure of your responses. Markdown-formatted files provide the most consistent results, but all text-based templates are supported.
• Dynamic Adaptation: AI Chat intelligently integrates your private data, asking for additional details when needed to align the output with your chosen template.
• Example Use Cases:
  • Generate a tailored letter using an existing template by specifying the recipient and purpose.
  • Prepare professional reports, summaries, or contracts styled and formatted to your specifications.

Combine Output Templates with Private Data Scope for seamless AI-powered document generation.

Attach Files for Focused AI Chats

Focus your AI-powered conversations by attaching up to five files from any Clear Ideas site you have access to.

• Key Benefits:
  • Summarization: Quickly distill key points from attached documents.
  • Comparison: Generate insightful comparisons between multiple files.
  • Targeted Document Generation: Attach a relevant template and create precise, AI-generated documents tailored to your needs.

Attached files lock the chat's focus, enabling unparalleled specificity while retaining access to broader private data within your selected scope. Start a new chat to attach different files.

Unique Use Cases for Attaching Files

1. Summarization: Attach board meeting minutes, and AI Chat will provide a concise summary.
2. Comparison: Attach multiple versions of a contract for AI-powered comparisons that highlight key differences.
3. Document Creation: Attach a markdown-formatted proposal template and draft a tailored pitch by providing AI Chat with your private data and objectives.

When combining file attachments with Output Templates, you unlock AI Workflow capabilities, making it easier than ever to create polished, professional documents.

Additional Improvements and Bug Fixes

• General UI enhancements for improved accessibility and usability.
• Refinements to AI credit handling for seamless cost tracking.

Feature Update: AI-Powered Semantic Search Replaces Full-Text Search

In this release, we're excited to announce a major upgrade to our search capabilities. Full-text search has been officially sunset, replaced by AI-powered semantic search, leveraging embeddings and vector search technology. This upgrade reflects our commitment to providing more relevant, insightful search results and strengthening data security for our users.

Benefits of AI-Powered Semantic Search

AI-powered semantic search brings a significant improvement in how users can find and understand content:

1. More Meaningful Results: Unlike traditional keyword-based search, semantic search understands the context and meaning behind queries. This enables you to find relevant information even if the exact keywords are not present in the content.

   • Example: Searching for "latest financial insights" with traditional full-text search might only return documents containing that exact phrase. With semantic search, results will include documents containing terms like "recent market analysis" or "current economic overview," providing a richer and more contextually relevant set of results.

2. Enhanced Relevance and Context: By using AI embeddings, which capture the nuanced meanings of words and phrases, semantic search offers results that align with the user's intent, reducing the need for multiple searches and refining workflows.

Security Advantages with AI-Powered Search

One of the primary reasons for this transition is to enhance data privacy and security. Our AI-powered search leverages advanced encryption measures to ensure that sensitive data remains protected at every step:

• Data Remains Encrypted: Unlike full-text search, which required partial data decryption for indexing, vector-based semantic search keeps your data encrypted throughout the entire process. The system only uses unencrypted data temporarily during the embedding process, ensuring that plaintext data is never stored, searched, or indexed. Learn more about Encryption & Privacy.
• Reduced Exposure Risk: With AI embeddings created from securely encrypted content, data is accessible only to authorized users without risk of exposure through plaintext search indexes, aligning with Clear Ideas' commitment to protecting your sensitive information.

This upgrade aligns with our security-first approach, maintaining strict data-at-rest encryption and SSL-based end-to-end encryption while also offering more advanced, AI-driven search capabilities.

Additional Improvements and Bug Fixes

• Enhanced AI Credit handing for free users
• General UI tweaks and bug fixes

AI Improvements

The AI Chat feature has seen further enhancements, including:

• More Reliable Source References We've improved AI Chat's ability to provide source references from your private data in a more consistent, reliable, and organized way.

• Enhanced Retrieval-Augmented Generation (RAG) Capabilities
  AI Chat now breaks down user requests into topic components for more accurate retrieval from your private data. Requests that span multiple topic areas should see improved results and increased relevance. We've also enhanced AI's ability to request additional private data as the chat session evolves.

• Updated to the Latest LLMs
  AI Chat has been updated to leverage the latest foundational models from OpenAI.

AI-Enhanced Search

In addition to Clear Ideas' utilizes AI-powered semantic search to provide comprehensive and more meaningful results. Our AI search can help you discover additional relevant content.

For example, a full-text search for "Furry Dog" might not return results where the document says "Fuzzy Puppy." With AI search, related terms like "Furry Dog" and "Fuzzy Puppy" are recognized as similar, increasing the likelihood that both appear in the same results. AI-enhanced search is especially useful when few results are returned, as it typically generates more comprehensive results.

Additional Improvements and Bug Fixes

• Added the ability to automatically expire a site share after a specified number of days.
• Added an expiry indicator showing the expiration date for site users.
• Enhanced user group filtering to allow group-to-group comparisons in Analytics.
• Improved two-factor authentication with enhanced support for authenticator apps.
• Users can now adjust the width of the search results and AI Chat by dragging a handle, improving customization for a more personalized layout experience.

Site Templates

Sites can now be created using more than 100 templates. These templates have been specially designed for various industry-specific use cases. They help you organize your information quickly and ensure that the information is comprehensive and aligns with best practices in various industries. The focus of the templates is on projects where external collaboration and a single source of truth is paramount.

To create a site with a template, select 'Templates' on the main menu. You can browse and preview templates. You can then select 'Create Site With Template' to create an empty site with the template. Of course you can still create your own empty site, or upload a zip file with your content organized. Learn more about Site Templates and Creating a Site with a Template.