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.

• 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.

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
  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.

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.