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AI

This section contains all documentation related to AI in Clear Ideas.

Available Guides

  • AI Settings - Configure account-level AI settings in Clear Ideas. Learn about AI feature toggles, default model selection, organization policy indicators, and the relationship between account and site settings.
  • AI Instructions - Create personalized AI instructions in Clear Ideas. Learn how to customize AI behavior with personal instructions, understand the difference from organization instructions, and best practices.
  • Model Context Protocol - Connect AI models to Clear Ideas using Model Context Protocol (MCP). Learn how to configure access keys, OIDC authentication, and use available MCP tools for secure AI integration.
  • AI Chat - Learn how to use Clear Ideas' Private Data AI Chat feature. Query and analyze your private data securely using industry-leading large language models.
  • Models - Explore foundational AI models in Clear Ideas. Learn about model types, capabilities, intelligent selection, and optimal AI performance for different tasks.
  • AI Credits - Understand AI Credits in Clear Ideas - how they're used, monthly allocations, and purchasing additional credits for AI model interactions and advanced features.
  • AI Workflows - Master AI Workflows in Clear Ideas - automate multi-step AI processes by chaining prompts, creating reusable pipelines, and scheduling recurring tasks.
  • AI Workflow Jobs - Master AI Workflow Jobs in Clear Ideas - individual executions of your workflows. Learn to run, monitor, and manage workflow jobs for consistent AI automation.
  • AI Workflow Builder - Learn to use Clear Ideas AI Workflow Builder. Create workflows by analyzing documents and automatically generating specialized automation pipelines.
  • Prompt Templates - Learn about Prompt Templates in Clear Ideas. Guide AI model outputs using existing markdown documents to standardize deliverables and maintain consistency.
  • Prompt Best Practices - Master AI Chat prompts in Clear Ideas with best practices for effective communication. Learn to craft specific, contextual prompts for accurate AI responses.
  • Workflow Benchmarks - Understand Workflow Benchmarks in Clear Ideas. Evaluate AI Workflow outputs for quality, track performance, and optimize workflow effectiveness.