AI Chat: Transforming Your Workflow
The AI Chat feature in the Clear Ideas App is a tool designed to elevate productivity and streamline tasks by leveraging advanced artificial intelligence capabilities. It acts as the primary interface for a multitude of powerful features that can transform your approach to managing and interacting with content.
Features and Capabilities
The AI Chat in the Clear Ideas App is equipped to handle a wide array of tasks, including:
- Content Discovery: Efficiently find and retrieve content from your documents and sites.
- Content Extraction and Formatting: Pull relevant data from documents and format it to suit your needs.
- Comprehensive Analysis: Compile insights and analyses from multiple documents to facilitate informed decision-making.
- Content Generation: Create charts, tables, graphs, slides, letters, emails, documents, and marketing materials with ease.
For examples on using Clear IDeas AI Chat effectively, see Prompt Best Practices.
AI Chat not only enhances productivity by handling complex tasks seamlessly but also provides a user-friendly interface that is intuitive and accessible.
Chat Drawer and History
AI Chat lives in a resizable drawer with two tabs:
AI Chat: Compose prompts, attach files, and view streaming responses.
History: Browse and restore previous chats. Site pages show only chats for that site; the Home page shows all chats.
You can resize the drawer on desktop, and your preferred width is remembered.
Site Context
AI Chat automatically interacts with the site you are currently viewing, delivering contextually relevant responses. For a broader scope, it can interact with all your sites—simply navigate to the home page and start a new chat.
Scope Indicator: The chat header shows the current data scope (e.g., “Private Data From: This Site” or “All Sites”).
To constrain or broaden the scope, start the chat from the relevant location (a specific Site or the Home page).
Attachments, Templates, and Saving
Attach Files: Add supporting documents to your prompt to ground responses.
Prompt Templates: Select an existing markdown document as an “Output Template.” The model will shape its response to match the document’s structure and style.
Save Response to File: Save any response to a selected Site and folder as a markdown file. Optionally start a new chat with the saved file attached.
Fork Chat: Branch a new chat from any response to explore alternatives without losing the original thread. Fork indicators show “Forked from” and “Forked to” links between chats.
Download PDF: Export an individual response as a PDF from its action menu.
Chat histories are protected with enhanced application-level encryption, maintaining the utmost privacy and security.
Data and Sources
When AI Chat requires contextual information from your private data, it is selectively decrypted by the Clear Ideas App. This data is sent to the foundational language model through encrypted channels. The app provides sources as links in the chat response, enabling quick navigation to the originating content.
Selecting the Foundational Model
Navigate to Settings > AI > Foundational Model to select the desired model from several options available. This determines the AI Chat's capabilities and effectiveness. While free plan users are currently limited to ChatGPT 4o-mini, other models can be chosen based on the specific needs and permissions within the app.
Credits and Alerts
Some models and advanced features consume AI credits. If your balance is low or usage exceeds plan limits, the app surfaces in-chat alerts with upgrade guidance. See also AI Credits and Billing & Plans.
AI Chat in the Clear Ideas App stands as a cornerstone of modern digital interaction, helping you manage data and streamline workflows while maintaining privacy.