November’s update brings improvements released across the Clear Ideas web app and API in early November, with a focus on easier administration, more useful Insights, and clearer AI and Agent experiences.
Group-Based Site Access
Manage Site access through user groups as well as individual invitations. Assign a group to a Site with the appropriate role and expiry, then manage the group’s membership as the team changes.
The user access view makes it easier to see which Sites a person can access, whether that access is direct or through a group, and the relevant role and expiry. Administrators can review access and manage invitations from the same context.
Site Tags and Filtering
Organize Sites with shared tags and separate administrator-only tags. Updated list and tile views make it easier to filter the Sites you need and maintain a useful overview as the number of engagements grows.
More Actionable Insights
Insights now focus on items that may need attention, such as pending signatures, an Agent run that needs follow-up, updated document versions, invitation issues, or repeated searches without results.
Open the relevant item directly from an Insight. Use Remind me tomorrow or Not relevant to control repetition, and undo feedback when needed. The preference to show or hide Insights is also retained.
Clearer Agent Run Messages
Agent run views provide more useful status and failure information, helping users understand when a run needs attention and what to review before trying again. Run updates and recovery handling have also been improved for a more consistent experience.
Reasoning Controls and Search
- A compact reasoning-effort slider makes it easier to adjust supported reasoning levels for the selected model, with an Auto option available.
- Search improvements bring filename matches and semantic document results together more consistently.
Everyday Reliability
This release also refines chat panel layouts, connection-status messages, Site view preferences, profile validation, checkout wording, invitations, access expiry, and document signing.
The API includes supporting improvements for group administration, Site organization, Insights feedback, search, and Agent run status. Routine security hardening and dependency maintenance continue across the service.
AI Capability Index Retired
The standalone AI Capability Index is no longer maintained or promoted as current model-selection guidance. Its existing URL now explains the retirement and links to current AI features and task-based evaluation guidance. The original announcement and research remain available as historical material.