AI Features

Clear Ideas™ AI Platform

Transform how your organization works with your documents through our comprehensive AI platform. From intelligent chat interfaces to automated workflow generation, Clear Ideas provides repeatable AI tools grounded in your approved documents to keep your data secure and private.

AI Chat

Ask questions across approved documents and receive cited answers inside a governed workspace.

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AI Workflows

Turn recurring document work into controlled, repeatable AI workflows.

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AI Enhanced Search

Transform how you find information with advanced AI-powered search capabilities that understand context and meaning.

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Clear Ideas™ connects leading AI models for document-grounded work

AI Features Overview

Explore Clear Ideas' comprehensive AI capabilities designed to enhance productivity while maintaining data privacy and security.

AI Chat Grounded in Your Documents

Interact with your documents through a familiar chat interface powered by industry-leading AI models. Generate documents and content grounded in your approved documents with built-in citations and multi-model access for verified results.

Citations from Your Documents

Citations from your approved documents are automatically added to your outputs, helping keep information accurate and current.

Leading AI Models

Clear Ideas™ uses leading AI models, and intelligent model selection reduces the guesswork around which model to use.

Productivity Features

Save, export and copy chat outputs with ease.

Build From Document

Turn any high-quality document into a multi-step repeatable AI workflow automatically. Upload a finished report or template and generate a repeatable workflow that preserves structure, logic, and tone.

Workflow Based on Your Document and Data

Clear Ideas™ Build From Document creates a workflow from your document and data, then prepares it for immediate refinement and reuse.

Intelligent Document Detection

Clear Ideas™ analyzes and automatically selects the best approach to map your source document into a repeatable workflow.

Build Progress Monitoring

Track progress and status updates as your workflow is generated and enhanced.

Describe With AI

Create a workflow from a simple prompt. Describe what you need in plain language and Clear Ideas generates a multi-step workflow draft you can refine in the visual editor.

AI Workflows

Create sophisticated multi-step repeatable AI automation pipelines grounded in your approved documents. Chain AI-powered steps, add conditional logic, schedule jobs, and run upload-triggered extraction workflows that persist searchable metadata.

Drag-and-Drop Step Management

Reorder, insert, or remove steps with a simple drag-and-drop UI. Visual connectors instantly update to show data flow, so even intricate workflows stay easy to read and maintain.

Site Selection

Scope a workflow to one or more Clear Ideas Sites so it pulls only the approved documents that you authorize. The same AI Workflow can roll out across multiple sites while respecting local context.

Output Templates

Include any step in output or use the output template to merge results into a final deliverable.

AI Enhanced Search

Semantic search capabilities that understand context and intent, not just keywords. Combine open-text retrieval with structured @ metadata filters to find relevant information across all your approved documents.

Intelligent Document Processing

Advanced OCR and multi-format ingestion automatically extracts text and metadata from PDFs, images, presentations, audio, video, and archive files, making every format searchable.

Private Data Security

All AI processing happens with your data staying encrypted and private. Site-scoped security ensures users only access authorized information with full audit trails and compliance logging.

Model Context Protocol Integration

Access your private Clear Ideas data from leading AI model providers through secure MCP connections. Only the exact data fragments needed for your prompts leave the platform.

Site-Scoped Security and File Permissions

All AI processing happens with your data staying encrypted and private. Site-scoped security ensures users only access authorized information with full audit trails and compliance logging.

Scope Context to Specific Files

Analyze specific documents or generate content based on a template.

Scope Context to Specific Sites

Search and analyze your documents from a specific site.

Automated Quality Benchmarking

Built-in scoring system evaluates AI outputs on readability, factual accuracy, and engagement. Historical analytics help you track and improve content quality over time.

Dimensional Scoring

The dashboard provides a comprehensive view of an AI Workflow's content across multiple dimensions, including readability, complexity, repetition, clarity, and tone.

Scoring Dashboard

The dashboard provides a comprehensive view of an AI Workflow's content, including overall score and dimensions that are strong or weak.

Actionable Feedback

The dashboard provides actionable feedback on the AI Workflow, allowing you to improve prompts within the AI Workflow.

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Share sensitive information securely with clients, auditors, and partners. Then turn approved content into cited answers, repeatable workflows, and measurable engagement.

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Clear Ideas™ AI Platform

Clear Ideas™ connects leading AI models for document-grounded work

AI Features Overview

AI Chat Grounded in Your Documents

Citations from Your Documents

Leading AI Models

Productivity Features

Build From Document

Workflow Based on Your Document and Data

Intelligent Document Detection

Build Progress Monitoring

Describe With AI

AI Workflows

Drag-and-Drop Step Management

Site Selection

Output Templates

AI Enhanced Search

Intelligent Document Processing

Private Data Security

Model Context Protocol Integration

Site-Scoped Security and File Permissions

Scope Context to Specific Files

Scope Context to Specific Sites

Automated Quality Benchmarking

Dimensional Scoring

Scoring Dashboard

Actionable Feedback

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