Private Data AI Chat enables secure, natural language conversations with your business documents — grounded in your governed system of record. Unlike public AI tools, every answer is tied to your verified sources with direct citations and permission awareness. Whether you're running due diligence in a virtual data room or querying internal operations, you get trustworthy answers your team can act on.
Grounded in your system of record. Answers come from your verified documents, not general internet knowledge. Every response includes source citations.
Permission-aware. Users only see answers from documents they're authorized to access. Role-based permissions are enforced across every query.
Multi-site analysis. Correlate and analyze information across multiple sites and datasets in a single query.
Powered by leading models: governed by your rules
Business teams struggle with finding specific information across scattered documents and getting timely answers to complex questions. Clear Ideas addresses these challenges by providing Private Data AI Chat that enables secure, natural language conversations grounded in your governed system of record.
Start by organizing your documents in a secure virtual data room — choose from 100+ industry templates to get started in minutes. Ask questions in plain English and receive comprehensive answers with source citations. Follow up conversations maintain context and enable deeper analysis. Access multi-site intelligence across different datasets and departments. In due diligence and deal scenarios, stakeholders can query data room contents directly, accelerating review and surfacing insights without manually reading every document.
A privacy-first approach starts with your data security, not external AI services. With Clear Ideas, teams get trustworthy answers grounded in verified sources while maintaining complete control over sensitive information. Enterprise-grade encryption and audit trails ensure compliance. AI Chat complements deterministic AI Workflows — use chat for ad-hoc questions and workflows for repeatable, automated outputs.
Why Private Data AI Chat is different
From public AI limitations to secure, private data conversations with source verification and enterprise-grade privacy.
How Private Data AI Chat Differs from Public AI Tools
Private Data AI Chat fundamentally differs from public AI tools through its enterprise-grade approach to data security, accuracy, and business context. This distinction is particularly important for organizations that need verified, private data insights without compromising sensitive information.
- Data Privacy and Security Private Data AI Chat operates entirely within your secure environment using Site-Scoped Security—ensuring your confidential business data never leaves your control or gets exposed to external systems. Public AI tools such as ChatGPT, Claude, and similar services cannot access your confidential business documents and may store your queries for training purposes, creating privacy and security risks.
- Source Verification Private Data AI Chat provides direct citations to specific documents and page numbers supporting each answer, enabling complete transparency and verification of all information provided. Public AI tools generate responses from general training data without specific source attribution, making it impossible to verify the accuracy or origin of the information.
- Business Context Private Data AI Chat understands your specific business terminology, operational processes, and unique document structures through contextual analysis of your actual business data. Public AI tools lack any context about your organization's unique data, requirements, or industry-specific terminology, resulting in generic responses that may not align with your business reality.
Real-World Query Examples
Private Data AI Chat transforms complex business questions into actionable insights through natural language processing of your actual business data, providing comprehensive answers with source citations and visual representations.
- Financial Analysis When asked "Compare revenue growth across our three largest clients in 2024," the system provides a comprehensive comparison including detailed charts, specific percentage changes, growth trends, and direct citations to quarterly reports with page references for complete verification.
- Risk Assessment For queries like "What are the main regulatory risks mentioned in our compliance documents?", Private Data AI Chat delivers a structured risk summary with categorized threats, severity ratings based on document analysis, compliance gap identification, and direct links to relevant sections for immediate review.
- Market Intelligence When analyzing competitive positioning with queries such as "How do our competitors price similar services based on recent proposals?", the system generates competitive analysis tables with comprehensive pricing data extracted from multiple proposal documents, pricing strategy insights, and market positioning recommendations.
- Due Diligence For due diligence queries like "Summarize the financial health of Company X based on their due diligence materials," Private Data AI Chat provides executive-level summaries with key financial metrics, identified red flags, risk assessments, growth indicators, and comprehensive document references for thorough validation.
Advanced AI Chat Capabilities
Private Data AI Chat includes sophisticated features that extend beyond simple question-answering to provide comprehensive analytical capabilities, enabling deeper insights and more interactive data exploration.
- Interactive Visualizations Generate dynamic charts, graphs, and data tables on the fly from your actual business data to create visual representations of trends, patterns, and relationships that bring your data to life, with the ability to export high-quality visualizations directly for use in presentations, reports, and stakeholder communications.
- Follow-Up Questions Maintain natural conversation flow with complete context retention across multiple interactions, allowing you to drill down into specific topics, data points, or areas of interest with conversational precision and refine queries based on initial results to progressively narrow in on key insights.
- Cross-Document Analysis Compare and correlate information across multiple documents simultaneously for comprehensive analysis, identifying patterns, trends, and inconsistencies across diverse datasets and document types to generate comprehensive insights from multiple sources that provide deeper understanding and context.
Integration with Clear Ideas Platform
Private Data AI Chat works seamlessly with other Clear Ideas features to create a comprehensive business intelligence ecosystem, ensuring all your data intelligence tools work together harmoniously.
- AI Workflows Integration Leverage chat insights to inform and optimize workflow design for maximum effectiveness, query workflow results and outputs for deeper understanding and follow-up analysis, and iterate on analysis approaches based on chat discoveries and conversational insights.
- Analytics and Tracking Track which questions are asked most frequently to identify common information needs across your organization, monitor which documents and data sources provide the most valuable insights for your business, and analyze chat usage patterns across your organization to understand engagement and knowledge gaps.
- Security and Permissions Chat functionality respects your existing document access controls and permission structures, ensuring users only receive answers from documents they're authorized to access while maintaining data security, with all chat interactions comprehensively logged for audit purposes and compliance tracking.
Best Practices for Private Data AI Chat
Following these best practices will maximize the effectiveness of Private Data AI Chat and ensure you get the most valuable insights from your business data, creating a foundation for consistent, high-quality AI interactions.
- Effective Query Formation Be specific about timeframes, departments, document types, or business units to narrow the scope of analysis, use follow-up questions strategically to drill down into details and explore specific aspects of your data, and combine broad exploratory questions with specific data requests to balance comprehensive analysis with targeted insights.
- Document Preparation Ensure your documents are well-organized with clear labeling, logical structure, and consistent naming conventions, include relevant metadata and tags that improve document discovery and contextual understanding, and keep document versions current and well-maintained to ensure accurate, up-to-date responses from the AI.
- Team Collaboration Share effective queries and successful question formulations with team members to build organizational knowledge, create standardized question templates for recurring analysis needs and common business scenarios, and leverage chat insights to inform team discussions, strategic decisions, and collaborative problem-solving.
Security and Compliance
Your data security and regulatory compliance are our top priorities, with enterprise-grade protections built into every aspect of Private Data AI Chat:
Encryption - All data is encrypted both in transit and at rest using strong encryption standards to ensure protection Access Controls - Role-based permissions and granular access controls ensure users only access documents they're authorized to see Audit Trails - Complete, immutable logs of all chat interactions, queries, and responses for comprehensive audit and compliance purposes Data Residency - Your data remains within your chosen geographic region, respecting regional data sovereignty and compliance requirements
Getting Started with Private Data AI Chat
Clear Ideas™ makes Private Data AI Chat accessible to business users without requiring any technical expertise, enabling immediate intelligent conversations with your business data through an intuitive four-step process that transforms complex queries into actionable insights.
AI Chat operates within your secure environment with site-scoped security. All data is encrypted in transit and at rest. Role-based permissions ensure the AI only accesses documents you're authorized to see. Complete audit logs track all chat interactions for compliance and security monitoring.
Three key differences: Private Data AI Chat provides direct citations to specific documents and page numbers, operates within your secure environment so data never leaves your control, and understands your specific business context. Public AI tools can't access your confidential documents, may store queries for training, and generate answers from general knowledge without source attribution.
Every answer includes direct links to the specific documents and page numbers that informed the response. When a stakeholder asks where a number came from, you can trace it to the authoritative source. This prevents hallucinations and ensures all intelligence is grounded in your governed system of record.
Yes. Query across multiple sites and datasets in a single conversation. This enables insights that span departments, projects, or business units — while respecting access permissions for each site. Users only see answers from documents they're authorized to access.
Stakeholders reviewing a data room can query documents directly instead of reading every page manually. Ask questions like 'What are the key risks in the financial statements?' or 'Compare revenue growth across the last three years' and get grounded answers with citations to the specific documents in your data room. Analytics track which questions stakeholders ask, revealing their priorities and concerns.
Be specific about timeframes, departments, or document types to narrow scope. Use follow-up questions to drill into details — conversations maintain full context. Combine broad exploratory questions ('What are the key risks?') with specific data requests ('What is the exact indemnification cap in the vendor contract?') for comprehensive analysis.