Documentation

AI

View as Markdown

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.
  • Private Models - Understand Private Models in Clear Ideas, including when to use private execution, how it differs from Provider Models, and how it fits governed Agent runs.
  • Model Policy - Configure model policy for AI Chat and Agents, including Private Models, Provider Models, latest aliases, concrete model approvals, and deprecated model cleanup.
  • 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.
  • 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, Agents, Agent runs, MCP activity, and saved outputs become part of the governed record inside Clear Ideas.
  • File Generation in Chat and Agents - Create governed spreadsheets, documents, presentations, and images from AI Chat and Agent runs in Clear Ideas.