Documentation

AI Settings

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Use Settings > AI to control the AI capabilities available for your account. These settings establish your personal AI baseline inside Clear Ideas.

That baseline can then be constrained by organization policy and narrowed again at the Site level. A Site cannot enable a capability that is already disabled upstream.

Account-Level AI Controls

Clear Ideas currently exposes separate account-level controls for:

  • AI client access
  • AI Chat
  • AI document summaries
  • AI enhanced search
  • Web search

This separation matters because some teams want governed AI over approved documents without also allowing every AI-related feature.

Web search is controlled separately from the rest of the account AI settings.

When enabled, supported AI experiences can supplement approved documents with current public web information. When disabled, AI remains focused on the governed document set and other allowed non-web context in your environment.

Web search availability may also be constrained by organization policy.

Default Model

You can choose a default foundational model for model-aware AI experiences such as AI Chat and AI Workflows.

Where supported, the model selector also includes reasoning effort. Auto is the recommended default for most users because it lets Clear Ideas use the selected model's normal reasoning behavior. Specific chats, workflow defaults, and workflow prompt steps can still override the setting when needed.

The list of available models depends on:

  • current product support
  • plan availability
  • organization policy

Even when a default is set here, some AI experiences allow you to choose a different model at run time.

Policy-Aware Controls

If your account belongs to an organization, some AI settings may be:

  • locked by policy
  • prefilled from policy defaults
  • fully user-managed

If a setting looks unavailable, check the policy state before assuming the feature is missing.

Settings Hierarchy

AI settings follow this order:

  1. Organization policy
  2. Account AI settings
  3. Site AI settings

In practical terms:

  • organization policy can allow, default, or lock settings
  • account settings define what is available for your own use
  • Site settings narrow AI behavior for a specific governed workspace

When to Use Site-Level Controls

Use account settings for your overall AI posture. Use Site settings when a specific workspace needs tighter controls, such as:

  • enabling AI for one Site but not another
  • limiting MCP access to selected Sites
  • controlling whether Site activity can use third-party AI credits

See Site AI Settings.