🚀 ClearPoint Next 4.6 Release Highlights!

Hey there,

We’re excited to announce ClearPoint Next version 4.6! This release is packed with improvements across AI assistants, report exports, and detail page interactions. We've also expanded support for milestone management, enhanced HTML exports, and delivered deeper AI integration with assistants that help you plan, calculate, visualize, and evaluate—all in one place.

Here’s what’s new:

✨ Newly Available in CP Next

🧠 AI Assistants: Now in Next!

ClearPoint’s intelligent assistants are now live in CP Next, helping you:

• Access AI from anywhere via the top navigation bar—use it across any page to brainstorm, analyze, or take action instantly.
• Build strategic plans using frameworks like OKRs, SWOT, BSC, and more
• Jumpstart your individual or department goals
• Receive AI-driven suggestions for elements, scorecards, evaluations, and calculations
• Generate AI action items and milestones from recommendations
• Access a full AI transcript log to revisit any previous AI interactions

These tools make getting started with planning easier than ever.

📌 Explorer View for Milestones

You can now manage milestone relationships in Explorer View—just like for other elements. Drag and drop to link to risks and action items, and easily manage parent/child relationships visually.

📈 Enhanced AI Capabilities

AI can now:

• Suggest calculation formulas for your measures
• Recommend the best chart type based on your data
• Propose evaluation thresholds with editable criteria
• Convert recommendations into Action Items or Milestones instantly
• Walk you through building a scorecard, including naming and adding elements

🧠 Bonus: AI now adds formatted content (bullets, bold text, etc.) in Analysis & Recommendations.

🗃️ AI Transcripts Page

Every AI interaction (from Assistants, Analysis, Recommendations, etc.) is now saved in a centralized transcript log. Filter, search, resume chats, or delete past conversations—all in one place.

🔧 Enhancements and Fixes Across the Platform

📄 HTML & Briefing Book Reports

• Templates can now be deleted properly
• “Generate” button shows correct tooltip depending on report type
• HTML tokens link to the correct location and element
• Token inserter is available in Data Fields again
• "Link Report" option is now visible
• Accessibility plugin and report link guidance are now available
• Briefing Books now save correctly and no longer show blank exports
• Header/Footer tab has improved layout and spacing

📊 Reports

• Scorecard Detail Reports now allow pod drag/drop right after creation
• You can now remove your current scorecard from the element list
• Grid reports load properly when Categories are full-width
• Status text no longer gets cut off in inline edit
• Objective Score now displays as expected on detail pages
• Element sorting from Excel import now reflects immediately after save
• Table styling options coming soon—heading and color customization supported in the future

🧾 Manage Pages & Detail Pages

• Completed Date pod shows correctly depending on status
• Kanban board links and edit functions now work reliably
• Pods no longer add unnecessary scroll bars for numbered lists
• Filters now behave properly when removed or toggled
• Sort Order and Reporting Frequency fields preview cleanly in Excel imports
• Top edit icon behavior is now consistent between summary and detail pages

📊 Charts

• Charts now render correctly on detail pages
• Charts can be edited from the layout
• Chart previews work from the Edit drawer

🧠 AI Quality-of-Life Improvements

• AI-generated HTML formatting is now preserved
• Chat transcripts show without requiring a page reload
• Element types are now respected when using AI to build scorecards

🚀 Be among the first to experience ClearPoint Next!

ClearPoint Next is available for both individual users and full organizations. If you’re an admin and want to enable CP Next for yourself or your team, reach out to us at [email protected] — we’ll get you set up!

We’re continuing to bring ClearPoint Next closer to full feature parity with ClearPoint Classic, with even more improvements coming soon. Thank you for your continued feedback as we shape the future of strategy management together!