Documentation

AI

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

Available Guides

  • AI Chat - Use AI Chat in Clear Ideas to ask governed questions against approved documents, work across Sites, attach files, apply templates, and save outputs.
  • 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 - Build repeatable AI workflows in Clear Ideas with multi-step prompts, schedules, triggers, benchmarks, and human checkpoints.
  • 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.
  • AI Workflow Designer - Use the AI Workflow Designer to create production-ready workflows from a simple description. Describe your inputs, outputs, and processing needs, and the designer builds the complete workflow for you.
  • Workflow Benchmarks - Understand Workflow Benchmarks in Clear Ideas. Evaluate AI Workflow outputs for quality, track performance, and optimize workflow effectiveness.
  • Workflow Webhooks - Connect your AI Workflows to external systems with webhooks. Trigger workflows from external events and send results to other applications automatically.
  • 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.
  • AI Settings - Configure account-level AI settings in Clear Ideas, including feature toggles, web search, default model selection, and policy-aware controls.
  • 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.
  • Workflow Calendar - Use Workflow Calendar to review scheduled AI Workflow activity, recent jobs, and recurring execution patterns in month or week view.
  • Image Generation in Chat - Generate images directly in Clear Ideas AI Chat when using a supported image-capable model.
  • Governed AI Records - Understand how AI chats, workflows, jobs, MCP activity, and saved outputs become part of the governed record inside Clear Ideas.
  • File Generation in Chat and Workflows - Create governed spreadsheets, documents, and presentations from AI Chat and AI Workflow Jobs in Clear Ideas.