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
- Summarization: Attach board meeting minutes, and AI Chat will provide a concise summary.
- Comparison: Attach multiple versions of a contract for AI-powered comparisons that highlight key differences.
- 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.