🚀 ClearPoint Next 16.5.47 Release Highlights!

Hey there,

We’re excited to announce ClearPoint Next version 16.5.47! This release adds powerful options for tailoring AI tools to your strategy workflows, along with another round of fixes and quality-of-life improvements across the app.

Here’s what’s new:

✨ Newly Available in CP Next

🧠 Custom AI Playbooks (Beta)

ClearPoint AI Playbooks now support custom workflows tailored to your organization. A Playbook is a structured, multi-step conversation with AI that guides users through repeatable strategy tasks—like onboarding a new department, running a SWOT, or creating OKRs. These experiences simplify complex processes, prompt the right information, and auto-generate strategic content with AI.

With this release, internal ClearPoint team members can now create and manage custom Playbooks specifically for your account. These Playbooks can reference your organizational knowledge base and leverage AI Memory to reflect your preferred tone and terminology. Once published, custom Playbooks appear in the AI Assistants > Playbooks section of the left navigation, and can be leveraged within your account.

By embedding your unique frameworks, terminology, and goals into the AI experience, Custom Playbooks help your team act faster, stay aligned, and gain insights in the language of your organization.

🔧 Enhancements and Fixes Across the Platform

📋 Reports & Layouts

• Linked element charts on objective detail pages can now be clicked to navigate to their original detail page.
• Series View now allows editing measures and adding new ones without error.
• Columns with background colors now update immediately when account color settings are changed—no more refresh required.
• Deleted reports no longer appear as options when configuring a data grid reference.
• The “Hide Title” setting in Scorecard Detail Reports now properly hides the report title.
• Export visuals, chart sizing, and layout alignment continue to improve across Summary and Dashboard reports.

🧠 AI & Automation Fixes

• AI Playbooks now complete the “Generate Scorecard” flow correctly.
• The “Restart Chat” button in AI Assistant modals now works as expected.
• Linking Action Items via AI no longer creates elements named “Link.”
• Global AI settings now properly disable all AI features when toggled off in System Setup.
• Knowledge Base connections now sync more reliably and reflect accurate document counts.

🛠️ System Setup & Customizations

• Editing an element name (e.g., Objectives → Goals) no longer overrides custom field names that happen to match the original name.
• Element name customizations are now easier to manage—deleted customizations are fully removed, and saving no longer requires toggling unrelated fields.
• Renaming or hiding fields from System Setup > Element Field Labels now reflects consistently across cards, drawers, layout editors, and table views.
• Archived, deleted, hidden, and non-reporting periods are now excluded from the Period Selector menu.

📁 Manage Elements, Diagrams & Navigation

• The Manage Elements page no longer crashes on reload or display Element IDs in view mode.
• Users can now clone views from Manage Elements even with limited permissions.
• Diagrams can now be deleted or duplicated from the Manage Diagrams page.
• Clicking “Elements” in the left navigation consistently routes users to the correct page.
• Chart editing no longer incorrectly reuses the color of the previously edited series.

👤 Manage Users & Roles

• By Scorecard and Assign Group users can now be updated and saved from the Manage Users page.
• The Save button now correctly and reliably appears after editing user settings.
• Status Indicators can now be reverted from a custom icon to default without issue.

📌 Other Notable Fixes

• Revision History now supports scrolling past recent activity and no longer loops or reloads unexpectedly.
• Summary reports support editing fields from Data Grid cards via modal popups.
• Linked elements and status indicators behave more consistently across reports and data tables.
• Data grids with no assigned report no longer shimmer as if loading.
• Color transparency, sort order, and chart visibility continue to improve in dashboards and exports.

🚀 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 ClearPoint Next for yourself or your team, reach out to your account manager or contact us at [email protected] — we’ll get you set up!

As always, thank you for your continued feedback as we continue building the future of strategy management. Stay tuned—more updates coming soon!