Make Your Organization AI-First, Without Losing Control
Your AI projects are scattered across tools with no single source of truth. Clear Ideas™ turns unstructured content into a governed system of record that your teams and your AI can trust.
Ask across everything, with guardrails. AI Chat Grounded in Your Documents delivers grounded answers with source citations and permission awareness.
Automate real work, not demos. Governed Agents follow defined steps — same sources, same logic, same quality checks — to generate board updates, QBRs, diligence packs, briefs, and summaries with consistent, defensible results. Upload a document or describe what you need — no code required.
Integrate on your terms. Connect leading models inside Clear Ideas and share governed context to external AI assistants securely.
Powered by leading models: governed by your rules
Leadership teams face the same obstacles: knowledge is fragmented across systems, versions are unclear, and sensitive files leak into unmanaged tools. Clear Ideas addresses the root causes by establishing governed Sites as the system of record for unstructured content. We make information findable and trustworthy with AI Enhanced Search and citations, then layer on AI Chat Grounded in Your Documents and Governed Agents — all under role-based permissions, analytics, and auditability.
Start by organizing documents in governed Sites that mirror your business units and programs — choose from 100+ professionally designed templates to get started in minutes. Index the content and enable AI Enhanced Search so teams find the right version, every time. Use AI Chat Grounded in Your Documents for fast, grounded answers with citations. Productize your expertise by building Agents with two no-code paths: Build From Document reverse-engineers your best reports into reusable agents, while Describe With AI generates production-grade agents from a plain-language description. Schedule agents to run automatically — hourly, daily, or weekly — or trigger them on demand and via webhooks from external systems. Finally, connect your broader AI stack by integrating external AI assistants with your governed data, so they can reference trusted sources without uncontrolled copying.
An AI-first organization starts with a reliable, governed data foundation, not ad-hoc tools. With Clear Ideas, teams get fast, trustworthy answers and leadership scales output safely. Agent runs can include automated quality benchmarking that scores outputs for readability, accuracy, clarity, and tone — so you can trust results at scale. Engagement analytics and a full audit trail provide the confidence to expand adoption from pilots to company-wide capability.
Why Clear Ideas is different
From scattered files to a governed system of record that powers secure AI chat, Governed Agents with quality benchmarking, and analytics.
Get started in 3 simple steps
From upload to insight in three simple steps. See how teams accelerate document analysis and intelligence generation.
1. Centralize & Govern
- Stand up your AI system of record in minutes with industry-specific templates.
- Automatic indexing with file previews for fast triage.
- Permission templates and watermarks applied consistently.
2. Ask with Confidence
- Cut time-to-answer from days to minutes.
- Grounded responses include citations to original sources.
- Permission-aware results—only see what you’re allowed to see.
3. Automate Outputs
- Two no-code paths: Build From Document or Describe With AI.
- Schedule agents hourly, daily, or weekly — or trigger via webhooks.
- Automated quality benchmarking scores every output for accuracy and tone.
Choose the right plan for your team
Start free and scale as you grow. All plans include enterprise-grade security and AI-powered features.
- 100 internal sites and 50 GB of storage
- Full AI agents for repeatable document work
- AI Chat, private AI routes, and prompt templates
- Advanced search across indexed internal content
- 500 sites and 100 GB of storage
- Organization policy for governed site and AI access
- Client portals and governed data rooms
- Watermarking, signing, download controls, and Q&A
- 25 seats, 1,000 sites, and 1 TB storage
- 5M monthly AI credits for higher-volume work
- More room for client portals, data rooms, and internal sites
- Enhanced support and expanded audit/export capacity
Need more users or custom features?
Contact SalesEnterprise controls that scale
Clear Ideas brings together governance, security, and openness so you can scale AI with confidence.
Frequently Asked Questions
How is this different from putting files in shared drives?
Clear Ideas provides governed Sites with Role-Based Permissions, Audit Trails, Watermarking, AI Enhanced Search, and AI Chat Grounded in Your Documents. It turns static files into a trusted, searchable foundation for Governed Agents. Choose from 100+ industry-specific templates to set up in minutes.
What can we automate first to show quick value?
Start with recurring outputs your leadership already expects: board updates, QBR summaries, diligence packs, and policy or market updates. Upload your best example and Build From Document will reverse-engineer it into a reusable agent — or describe what you need with Describe With AI. The fastest wins usually come from recurring work that already follows a recognizable structure.
How do we prevent sensitive content from leaking into external tools?
Keep documents in-app with viewing and watermarking, and enforce role-based access. AI Chat and Agents run only against permissioned content. Citations keep teams anchored to approved sources, and a full audit trail makes usage provable.
What's the difference between AI chat and Agents?
AI Chat Grounded in Your Documents is ideal for ad-hoc questions — ask anything across your documents and get grounded answers with citations. Agents are structured, multi-step processes that follow defined logic every run. Agents produce consistent, defensible outputs like board packs, compliance reports, and client summaries. Each approach complements the other.
Can Agents run automatically?
Yes. Schedule agents to run hourly, daily, or weekly. You can also trigger agents on demand or via webhooks from external systems like CRMs and automation tools. Scheduled runs store outputs for historical comparison and trend analysis.
How do we know the AI outputs are good enough?
Agents can include automated quality benchmarking that scores outputs for readability, accuracy, clarity, and tone. You can also add custom validation steps that check against your internal standards. The combination of repeatable steps, source citations, and quality scoring means outputs are defensible — not just polished.
What models do you support and can we integrate external AI tools?
Clear Ideas supports leading models including OpenAI, Anthropic, Google Gemini, and others inside the platform. Agents can use different models for different steps — sophisticated models for complex reasoning and efficient models for extraction. You can also securely connect external AI assistants and tools to your governed data under your policies and permissions.