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 is powered by industry‑leading AI models
AI Chat Features
Multi-Model Access
Intelligent Model Selection
Model Context Protocol (MCP) Bridge

AI Chat Grounded in Your Documents
Streaming Responses and Visible Reasoning
Image Generation in Chat
Web Search for Current Information
Site-Scoped Security and File Permissions

Prompt Templates
Conversation Memory and Consolidation
Multi-Site Context Indicators
Fork and Branch Conversations
Save and Export Responses
PDF Export with Citations
Advanced Text Extraction and Multi-Format Ingestion
Usage Analytics and Audit Trails
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.