Artificial Intelligence

AI Chat

Clear Ideas™ allows you to interact with unstructured documents in a familiar chat interface. You can also use Clear Ideas™ to generate documents and content, grounded in your data. With built-in visualizations, you can perform advanced analysis and generate new content based on your approved documents.

Clear Ideas™ AI Chat

Citations from Your Documents

Citations from your approved documents are automatically added to your outputs, ensuring that your information is always accurate and up to date.

Leading AI Models

Clear Ideas™ gives teams access to leading AI models, and Intelligent model selection helps match the model to the task without unnecessary guesswork.

Productivity Features

Save, export and copy chat outputs with ease.

Clear Ideas™ AI Chat is powered by industry‑leading AI models

AI Chat Features

Multi-Model Access

Clear Ideas™ connects chats to leading models from OpenAI, Anthropic, Google, xAI, and Cohere so teams can work inside one governed workspace instead of stitching together separate AI tools.

Intelligent Model Selection

Automatic optimization of model choice based on task complexity, content type, response parameters, and cost efficiency. The Intelligent selector evaluates reasoning depth requirements, adapts to text, code, or data analysis needs, and balances speed, cost, and accuracy—ensuring optimal performance without manual model selection for most use cases.

Model Context Protocol (MCP) Bridge

The platform implements the open Model Context Protocol so only the exact data fragments required by a prompt leave Clear Ideas™. Teams can access approved documents from compatible external AI tools while keeping the broader document set protected.
Model Context Protocol Bridge

AI Chat Grounded in Your Documents

Ask questions and receive answers that cite your documents in PDFs, spreadsheets, images and code. Scanned documents are included thanks to built-in text extraction.

Streaming Responses and Visible Reasoning

Responses stream in for faster feedback, and the interface shows the progress of any background actions while the answer is being assembled.

Image Generation in Chat

Generate images directly inside chat conversations using supported image-capable models. Create visuals from natural-language prompts, preview results inline, and download generated assets without leaving the conversation.

Web Search for Current Information

Use web search within chat when a question depends on current information. Models can combine retrieved public sources with your approved documents when broader context is needed.

Site-Scoped Security and File Permissions

Every chat is tied to a specific Site or collection of Sites, enforcing role-based access and encrypted data boundaries. Users can attach or detach individual files so each query sees only what it needs.
Site-Scoped Security and File Permissions

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.

Prompt Templates

Start conversations with your organization's best-practice prompt templates. Save successful dialogues as personal or team templates. Consistent phrasing means more reliable outputs across the organization.

Conversation Memory and Consolidation

Long chats are summarized and consolidated automatically to preserve context while reducing token usage. This helps conversations stay coherent over time without carrying unnecessary history forward.

Multi-Site Context Indicators

When a conversation draws from multiple sites, visual context tags show which knowledge bases are being referenced. That makes cross-site answers easier to review and validate.

Fork and Branch Conversations

Explore alternative approaches without losing your conversation history. Fork any chat at any message to try different questions or model selections while preserving the original thread.

Save and Export Responses

Save important AI responses directly to your Clear Ideas site for future reference. Export entire conversations or individual responses as PDF with full citation links preserved.

PDF Export with Citations

Export chat conversations as beautifully formatted PDFs with all source citations intact. Perfect for sharing AI-assisted analysis with stakeholders or creating documentation of research processes.

Advanced Text Extraction and Multi-Format Ingestion

Drag and drop PDFs, images, presentations, audio, video or archive files. Clear Ideas™ automatically extracts text and metadata so every format becomes searchable and chat-ready. You can also use Clear Ideas™ to generate documents and content, grounded in your data.

Usage Analytics and Audit Trails

Detailed logs show who viewed which files, which queries ran, and how AI was used across both in-app chat and Model Context Protocol exchanges. These records support compliance reviews, governance, and post-sharing visibility.

Evaluate AI Chat with the Right Next Step

Start with a self-serve trial, compare capabilities in detail, or route a technical review with sales.

Frequently Asked Questions

Which AI models are available in Clear Ideas AI Chat?

Clear Ideas integrates leading AI models from providers such as OpenAI, Anthropic, Google, Cohere, and xAI. The Intelligent model selector automatically chooses an appropriate model based on your task complexity, content type, and cost requirements. You can also manually select from the models available in your environment for different use cases.

How are AI credits calculated for chat conversations?

AI credits are consumed based on the amount of data processed (input tokens from your prompts and retrieved content) plus generated output (response tokens). Different models have different credit rates—advanced reasoning models consume more credits than standard chat models. Your subscription includes a monthly AI credit allocation, and additional credits can be purchased.

Is my data used to train AI models?

No. Clear Ideas has zero-retention agreements with all AI model providers. All data transmission is encrypted, and only the minimum necessary context is shared with models to generate responses—your full dataset never leaves the secure Clear Ideas environment.

Can AI Chat access all my documents?

AI Chat respects all permission controls and site-scoped security. When you start a chat conversation, you select which sites the AI can access. The AI retrieves only from documents within those selected sites that you have permission to view. This ensures external users cannot query content outside their authorized access, and conversations remain within appropriate security boundaries.

How accurate are AI Chat responses?

AI Chat responses are grounded in your actual documents with source citations for every claim. The retrieval system finds relevant content from your documents and provides it as context to the AI model, which generates responses from that approved material. Citations link back to specific documents so you can verify accuracy and review the source directly.

Can I customize AI Chat behavior?

Yes, use Output Templates to guide AI responses toward specific formats, tones, or content structures. Templates are markdown documents stored in your sites that define how the AI should structure responses. For example, create templates for executive summaries, technical documentation, compliance reports, or client-facing communications. Each chat can reference different templates for consistent output formatting.

Can AI Chat generate images or use web search?

Yes. Clear Ideas AI Chat supports image generation with supported image-capable models, letting you create visuals directly in the conversation. It can also use web search for questions that depend on current public information, while still supporting document-grounded answers and citations when your approved content is the main source.

Can I export chat conversations?

Yes, save any chat conversation to your sites as a permanent record, copy responses to clipboard for pasting elsewhere, or export entire conversations as beautifully formatted PDFs with all source citations intact. PDF exports are perfect for sharing AI-assisted analysis with stakeholders, creating documentation of research processes, or archiving important conversations for compliance purposes.

What is the Model Context Protocol integration?

Model Context Protocol (MCP) allows compatible AI applications (like Claude Desktop, Cursor IDE) to securely query your Clear Ideas content during their workflows. When enabled, these applications can retrieve relevant context from your approved documents to enhance their responses—all while maintaining Clear Ideas security controls. Only authorized applications with valid access keys can connect, and all interactions are logged in audit trails.

Can I fork conversations to explore alternatives?

Yes, fork any message in a conversation to create a new branch exploring alternative approaches or questions. This is perfect for comparing different AI models on the same question, testing various prompt phrasings, or exploring multiple analytical directions without losing your original conversation thread. Each fork maintains its own independent history while preserving the shared conversation context up to the fork point.

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