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.

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:

• 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.

Custom Reporting Engine

Create sophisticated reports tailored to your organization's needs:

• 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
• 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:

• 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.

• 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.
• 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.

• 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.

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:

• 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.
• 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 design 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 industry. 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.