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Every section has a Guide button in the top-right corner. Or browse all 16 guides in the Help Center — search any topic to find answers instantly.
Quick Actions
Monthly Goals
Set your monthly goals to track progress
Smart Notifications
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Autonomous tasks running in the background
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Recent Activity
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⚙️ Business Profile
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🤖
ClearAI Business Adviser
Claude by Anthropic
👋 Hi! I'm your personalised ClearAI business adviser.

I already know your business profile — just ask me anything. I'll give you specific, actionable answers tailored to your exact situation.

Try: "What should I do this week?", "Write my pitch deck", "Find my target customers", or anything else about your business.
📋
AI responses will appear here.
Click Save Output on any response to keep it.
💡 Idea Lab
Phase 1 — Validate your business idea before investing time and money. AI scores viability and identifies opportunities.
🔍 Niche Finder
Phase 1 — Discover underserved markets where you can dominate with less competition.
🕵️ Competitor Analysis
Phase 2 — Research your competition and find the gaps you can exploit.
👤 Customer Personas
Phase 2 — Build detailed profiles of your ideal customers with AI.
SWOT Generator
Phase 2 - Analyse your strengths, weaknesses, opportunities and threats.
Strengths
Generate your SWOT analysis below to fill this chart
Weaknesses
Results appear here
Opportunities
Results appear here
Threats
Results appear here
📋 Business Plan
Phase 3 — Generate a complete investor-ready business plan in minutes.
🎯 Goals & OKRs
Phase 3 — Set measurable objectives and key results for your business.
Financial Command
Phase 4 - Plan your finances, forecast revenue, and know your numbers.
Revenue Projector
Add all your products or services - total revenue calculated automatically
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Monthly Revenue
0
Monthly Profit
0%
Profit Margin
Break-Even Analysis
Break-even units: -
Break-even revenue: -
Payback period: -
12-Month Projection
Revenue Profit
Startup Cost Tracker
Track all your one-time and recurring startup costs
Total startup costs: 0
AI Finance Tools
🏷️ Pricing Strategy
Phase 4 — Find the optimal pricing for maximum revenue and profit.
Contract Generator
Phase 5 - Generate professional legal documents instantly. All contracts saved to your library.
Document Library
Click any document to open the editor. Use the Share Link button in the editor toolbar to create a client-viewable link.
Generate your first contract below - it will appear here automatically.
Generate New Contract
Pitch Engine
Phase 6 - Build your complete investor pitch deck section by section.
Pitch Deck Builder
Generate each section with AI, edit, then export your complete deck
1. Problem
Click "Generate Section" to fill with AI content
2. Solution
Click "Generate Section" to fill with AI content
3. Market Opportunity
Click "Generate Section" to fill with AI content
4. Business Model
Click "Generate Section" to fill with AI content
5. Traction
Click "Generate Section" to fill with AI content
6. The Ask
Click "Generate Section" to fill with AI content
Pitch AI Tools
💎 Funding Finder
Phase 6 — Find grants, investors and funding for your business.
Brand Studio
Phase 7 - Build your complete brand identity. Everything saved in one place.
Your Brand Kit
Saved automatically - used in all AI-generated content
Social Media Bios
Platform-optimised bios for Instagram, LinkedIn, TikTok, Facebook and X
Click Generate to create bios for all platforms instantly
Brand AI Tools
Content Factory
Phase 7 - Generate, save, and manage all your social content in one place.
Content Library 0 pieces saved
Generate content below - it saves here automatically so you can copy, edit, or schedule it.
Quick Composer
Write or paste content here to save to your library
AI Social Image Generator
Generate on-brand images for your social posts instantly
Content AI Tools
🔗 Connected Accounts
Connect your platforms once — every approved post publishes automatically. The more you connect, the less you do manually.
0 of 5 platforms connected
Google Analytics
Click to add your GA4 Measurement ID
→ Analytics Hub
Twitter / X
Coming soon
Soon
Pinterest
Coming soon
Soon
Platform Tips
Facebook & Instagram: Connected via the same Meta login. You only need one OAuth — the system detects both. Your Facebook Page must have an Instagram Business account linked in Instagram settings for IG to work.
LinkedIn: Connect your personal profile and/or business page separately. Posts can be published to either or both.
TikTok: Requires a publicly accessible video URL for each post. Use cloud storage (Cloudinary, Dropbox, etc.) to host your videos.
Launch Control
Your launch command centre. Work through 3 phases — Pre-Launch, Launch Day, and Post-Launch — using AI-generated checklists and announcement tools.
Launch Readiness
0%
0 completed 0 total tasks
Launch Checklist
📋
Phase 1
Pre-Launch
60 days out
🚀
Phase 2
Launch Day
Go live
📈
Phase 3
Post-Launch
First 30 days
Click "Generate AI Checklist" above to create a personalised launch plan for your business — the AI will build 50 tasks across all three phases based on your business type.
Launch AI Tools
Analytics Hub
Phase 8 - Track your business performance with real AI-powered insights.
0
AI Queries This Month
0
Documents Created
0
Content Pieces Saved
Social Media Performance
Live data pulled from your connected platforms — updated on each visit
Navigate here to load social insights.
✦ Weekly AI Insights
Launcher+
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✦
Get your weekly intelligence report
AI analyses your social performance, content activity, and business metrics — then delivers a prioritised action plan for next week.
Activity Breakdown
Your AI usage by department this month
Monthly Usage Trend
AI Business Insights
Personalised recommendations based on your activity
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Connected Analytics Platforms
Connect your business analytics platforms for deeper cross-channel insights
Google Analytics
Website traffic & conversions
Meta Business Suite
Facebook & Instagram insights
LinkedIn Analytics
Post reach & audience growth
TikTok Analytics
Video views & follower growth
💡 Once connected, ClearAI HQ will pull your data automatically and generate cross-channel AI insights — showing you which platforms drive the most business growth.
Recent Activity
📄 Document Templates
Generate professional business documents in seconds — personalised to your business.
How it works — 4 steps
1
Pick a template
Choose from 10 types — auto-personalised to your business
2
Copy & paste
Paste into Google Docs, Word, Notion, or your pitch deck
3
Refine in Chat
Ask AI to rewrite sections, change tone, or add slides
4
Export PDF
Choose your brand colours and get a print-ready document
Post Studio
Create, preview and schedule beautiful posts across every platform — images, carousels and video.
Platform — pick one to set limits & preview
Post Format
Instagram
Import from Content Library
Media
Drop images here or browse files JPG · PNG · GIF · WebP  ·  max 10 MB each
Up to 10 images. First image = cover. Multi-image on Instagram & Facebook.
Content
AI Writing Tools
Schedule
Added posts appear in Post Scheduler for approval. Use Publish Now for immediate publishing to connected platforms.
Live Preview
Instagram · 2,200 chars 0 / 2200
Post Scheduler
Plan your content calendar — connect your social platforms first, then schedule and manage every post in one place.
Publish History Every post you've sent live
Track every published post — platform, content, date, and status — all in one place.
✅ Setup Guide
Complete these steps to get the most from your AI Business OS.
Your progress 0 / 12 complete
0/100
Business Readiness Score
Revenue Tracker
Your real income, top clients, AI insights and goal progress — all in one place.
Display currency: All amounts auto-converted · Only ✅ Paid entries counted in totals
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All-Time Revenue
0
This Month
0
Last Month
0
Overdue (click to view)
🎯 Revenue Goal
Monthly target
0%
0%
This month
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Target
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🏆 Top Clients
Add revenue entries to see top clients
🤖 AI Revenue Insight
Click Analyse to get personalised AI insights on your revenue patterns, growth opportunities and risks.
📊 Monthly Revenue
Paid only · converted to display currency
➕ Log New Revenue
Only log ✅ Paid or confirmed income. Pending invoices are tracked but excluded from totals.
Revenue History
Client
Amount
Type
Status
Date
Ref / Notes
Live Competitor & Business Tracker
AI-powered competitive intelligence — track rivals, analyse their strategy, and get weekly tactics to stay ahead.
Track a Competitor
Add rivals — AI analyses threat level, strengths, weaknesses, and tactics instantly
🔍
Select a competitor from the Competitors tab and click View Report to see their full intelligence briefing.
Competitive Comparison Matrix
AI generates a head-to-head comparison across pricing, product, marketing, and positioning
Add at least 2 competitors first, then generate the matrix below.
Business KPI Tracker
Log weekly KPIs and let AI benchmark your growth against competitive context
White Label
Agency plan - Customise the platform with your own brand for your clients.
Your Brand Settings
These settings replace ClearAI HQ branding when you share the platform with clients
Your Agency Name
AI tools for your business
This is how your clients will see the platform
Your Branded Client Link
Save settings to generate your link
Client Portal Links
Share these branded links with each client
Email Studio
Professional branded emails powered by your business profile. Generate, customise and send in seconds.
✉️ Your Email Identity
Emails are sent with your business name as the sender. Make sure your brand info is saved in Settings so every email is properly branded.
Sending as
Emails remaining
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💡 Send from your own email — unlimited & free
Connect Gmail or Outlook so emails come directly from your business address. No sending limits. Recipients see your real email.
📧 Email Templates
Click any template — it loads pre-filled with your business name, brand tone, and contact details. Edit and send.
Client Follow-Up
After a meeting or proposal — warm, professional, drives next step
Send a Proposal
Structured proposal email with services, pricing and clear CTA
Invoice Reminder
Polite payment reminder — firm but professional
Monthly Newsletter
Business update with wins, news and a call to action
Cold Outreach
Short punchy intro to a new prospect — gets replies
Partnership Request
Propose a collaboration or referral partnership
Client Onboarding
Welcome a new client — next steps, what to expect
Win-Back Campaign
Re-engage a past client or inactive lead
✍️ Compose
Click a template above or write from scratch. Use AI to generate a complete email based on your business profile.
👥 Contact Lists
Save groups of email addresses. Select a list to send to multiple people at once.
Create New List
Zapier & Make
Layer 3B - Connect ClearAI HQ to 5000+ apps. Trigger automations from any generator.
Automation Hub
Trigger Zapier or Make workflows automatically when you generate content, save documents, or reach milestones
Content Created
Auto-post to Buffer, Hootsuite
Document Saved
Save to Notion, Google Drive
Revenue Logged
Update Google Sheets, CRM
Popular Workflow Templates
Copy these ready-made automations into Zapier or Make — click any to see the setup steps
Save Content to Notion Database
Popular
ClearAI Content Created → Notion Page Created
Revenue Alert in Slack
ClearAI Revenue Logged → Slack Channel Message
New CRM Lead → Google Sheets
ClearAI New Client Added → Google Sheets Row
Auto-Email New CRM Contacts
ClearAI New Client Added → Gmail Welcome Email
Configure Webhooks
Paste your Zapier or Make webhook URL below. Each trigger type can have its own webhook.
Recent Triggers
No webhooks triggered yet.
Calendar Sync
Export your post schedule as a .ics file and import it into any calendar app — so you can see your content plan alongside meetings and deadlines in one place.
Export Schedule to Calendar
Download your scheduled posts as a .ics file — works with Google Calendar, Apple Calendar, and Outlook
0
Posts Scheduled
0
This Week
How it works: Schedule posts in the Post Scheduler, then come back here to download a .ics file. Open the file — your calendar app imports all posts as events showing platform, content preview, and posting time. Perfect for planning content around launches, campaigns, or busy periods.
How to add to Google Calendar:
  1. Click "Download This Week" above
  2. Open Google Calendar → click + next to "Other calendars"
  3. Select "Import" and upload the .ics file
  4. Your posts appear as events with captions in the description
Google Calendar Live Sync Coming Soon
Real-time two-way sync with Google Calendar. Schedule a post here and it instantly appears in your Google Calendar. Requires OAuth setup.
AI Agents
Your personal AI team — each agent is a specialist that works on demand. Click Run, get results in seconds.
How Agents work
Each agent uses your business profile to generate specific, actionable results. Click ▶ Run to get instant output. Toggle On to auto-run when you open this page.
⭐ Tier 1 — Daily Essentials
Daily Business Monitor
Your morning briefing — top 3 priorities, revenue status vs goal, competitor watch, and one action to take right now. Read it every morning before you start.
Never run
Weekly Performance Summary
Full week recap — revenue, content created, goal progress, top win, biggest challenge, and next week's focus. Like a board report for yourself. Run every Monday.
Never run
Lead & Opportunity Tracker
Enter a contact + context → get a qualification score, follow-up email draft, next action, and pipeline recommendation. Turns every new contact into a clear next step.
Never run
🔷 Tier 2 — Strategic Intelligence
AI Meeting Prep
Enter who you're meeting and why → get a full briefing: what to say, questions to ask, objections to handle, and a one-line pitch tailored to that specific person.
Never run
Smart Goal Check-In
Tell the AI what you accomplished this week → it compares against your 90-day goals → gives you an on-track/behind/ahead verdict and adjusted priorities for next week.
Never run
Competitor Intelligence Brief
Uses your saved competitors from Settings → generates a tactical brief: what they're likely doing right now, where your gaps and advantages are, and one move to make this week to gain ground.
Never run
💡 Tier 3 — Power Tools
Auto Content Pipeline
Generates 7 ready-to-post social media posts for the full week — one per day with captions and hashtags tailored to your brand tone.
Never run
Idea Validator
Pitch a new idea in one sentence → get a viability score, market fit analysis, 3 risks, 3 opportunities, and a clear go/no-go recommendation. Before you spend time on it, know if it's worth it.
Never run
Email Tone Checker
Paste any draft email → the AI rewrites it to match your brand tone, fixes anything that sounds off, and flags unprofessional language. Never send a bad email again.
Never run
Smart Document Assistant
Ask anything about your saved documents. The AI reads all your business plans, strategies and saved content. Try: "What is my main USP?" · "Summarise my marketing strategy" · "What are my 90-day goals?"
📋 Agent Activity Log
No activity yet — run an agent above to get started
📁 Document Library
All your saved documents. Click any document to open it.
Client Manager
Agency plan - Manage your client workspaces. Each client gets their own profile and document library.
0
Active Clients
5
Slots Included
0
Client MRR
Add New Client
Your Clients
No clients yet. Add your first client above.
👤 My Account
Your profile, plan status, credits, and account security.
?
📷
frame color
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Trial Member since —
📋 Account Information
Display name
—
Email
—
Registered —
User ID —
Auth provider Email
🚀 Plan & Credits
Current plan Trial
Plan started —
AI msgs / month —
Extra msg credits 0
Logo credits 0
📊 Usage This Month
🔐 Security
Password
Send a reset link to your registered email
Sign out
End your current session
🧾 Recent Transactions
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⚙ Business Settings
Your profile powers every AI output. More detail = more personalised results.
Profile Completeness 0%
Core Business Identity
The basics that define your business
Customer & Market
Who you serve and how you reach them
Value Proposition
What makes you different and better
Financials & Goals
Numbers that drive your AI outputs
Brand Identity
Your visual and communication style
Team & Operations
Who is behind the business
CRM Pipeline
Track every lead from first contact to closed deal.
0
Leads
0
Prospects
0
Proposals
0
Closed Won
Pipeline Value
+ Add Contact
Pipeline
Advanced Reports
AI-generated business reports with revenue analysis and forecasts.
Monthly Report
Revenue, wins, challenges, priorities
Generate
Revenue Forecast
90-day projections with scenarios
Generate
Client Health Report
Health scores, churn risk, upsells
Generate
Annual Strategy Review
Year review + next 12 month plan
Generate
Team Hub
Manage your team, assign tasks and delegate with AI briefs.
0
Team Members
0
Open Tasks
0
Completed
Add Team Member
Add Task
Team and Tasks
Automation Hub
Connect your tools and automate repetitive tasks with Zapier and Make.
Automation Templates
Click any template for setup instructions.
Custom Webhook
AI Automation Advisor
Multi-Market
Expand into new markets with AI-powered analysis and localised content.
Market Entry Analysis
Localised Content
Client Portal
Generate professional branded deliverables for your clients.
Client Details
Status Report
Progress and next steps
Client Proposal
Scope, pricing, timeline
Invoice Cover Letter
Professional invoice email
Case Study
Showcase results
📚 Help Center
Learn how to use every feature. Search topics or browse all section guides.
💳 Billing & Plans
Everything to power your business — upgrade, add credits, or manage your account.
Your Plan
Trial
14-day free trial — all Launcher features included
Monthly
AnnualSave 17%
Starter
Save $98/yr
$49/mo
per month
Brand, content & social tools for solo founders who need to publish smarter across every platform.
  • ✓150 AI messages/month
  • ✓Brand Studio (50+ AI generators)
  • ✓Post Studio — 5 platforms
  • ✓Content Scheduler & History
  • ✓Email Studio (50 emails/mo)
  • ✓Revenue Tracker
  • ✓Document Library
  • ✗Auto-Marketing
  • ✗Business Plan Generator
  • ✗Financial Forecasting
Builder
Save $198/yr
$99/mo
per month
Full strategy, finance & legal suite — plus Auto-Marketing. Build on a rock-solid foundation.
  • ✓500 AI messages/month
  • ✓Everything in Starter
  • ✓Idea Lab & Niche Finder
  • ✓Business Plan Generator
  • ✓Financial Forecasting
  • ✓Legal Library & Contracts
  • ✓Competitor Research
  • ✓Auto-Marketing (AI auto-posts)
  • ✓Email Studio (200 emails/mo)
Agency
Save $798/yr
$399/mo
per month
Manage 15 clients under your own white-label brand. Run an AI-powered agency.
  • ✓5,000 AI messages/month
  • ✓Everything in Launcher
  • ✓15 client workspaces
  • ✓White-label branding & domain
  • ✓Competitor Monitor (real-time)
  • ✓Email Studio (2,000 emails/mo)
  • ✓Monthly strategy call
🔒Secured by Stripe
↩️Cancel anytime
⚡Instant activation
🛡️7-day money-back
🔄Upgrade or downgrade freely
⚡ Credit Top-Ups
Never run out of AI power
Stack on your plan · never expire · use any time
0
Msg credits
0
Logo credits
💬 AI Messages
💬
100 Messages
Quick top-up
$9
SAVE 11%
💬
300 Messages
Best seller
$24
SAVE 31%
🚀
1,000 Messages
Power pack
$63
🎨 Logo Credits
📊 Full Feature Comparison
Feature Starter
$49		 Builder
$99		 Launcher
$199		 Agency
$399
AI messages/month1505002,0005,000
Emails/month502005002,000
Team members13515
Brand Studio (50+ generators)✓✓✓✓
Post Studio (5 platforms)✓✓✓✓
Content Scheduler & History✓✓✓✓
Revenue Tracker✓✓✓✓
Email Studio✓✓✓✓
Document Library✓✓✓✓
Idea Lab & Niche Finder✗✓✓✓
Competitor Intelligence
Research / Live Monitor		✗ResearchResearchResearch
+ Live Monitor
Business Plan Generator✗✓✓✓
Financial Forecasting✗✓✓✓
Legal Library & Contracts✗✓✓✓
Auto-Marketing (AI auto-posts)✗✓✓✓
Analytics Hub✗✗✓✓
Pitch Engine & Funding Finder✗✗✓✓
AI Agents✗✗✓✓
Zapier & Webhook Connect✗✗✓✓
White-label branding✗✗✗✓
Client workspaces✗✗✗15
Monthly strategy call✗✗✗✓
❓ Frequently Asked Questions
Can I cancel at any time?▼
Yes — cancel anytime from your account, no questions asked. You keep full access until the end of your current billing period.
What happens when my trial ends?▼
After 14 days your account moves to the free plan (20 messages/month). Upgrade anytime to restore full access — all your data and settings stay safe.
Do credits expire?▼
No. Credits you purchase are yours forever — they never expire and stack on top of your monthly plan allowance.
Can I upgrade or downgrade my plan?▼
Yes. Upgrade anytime and it takes effect immediately. Downgrades take effect at your next billing cycle so you keep your current features until then.
Is my payment information secure?▼
100%. All payments are processed by Stripe — one of the world's most trusted payment processors. We never see or store your card details.
What is the annual plan and how does it work?▼
Annual plans are billed once per year at a 17% discount — equivalent to getting 2 months free. Toggle "Annual" above the plans to see annual pricing and activate it.
🎁 Referral Program
Earn 100 free AI credits per referral
Share your link — earn credits every time a friend upgrades
—
Referred
—
Credits earned
Share your link
Send to founder friends or post on social media
They sign up & upgrade
Your friend starts their trial and upgrades to a paid plan
You get 100 credits
100 free AI messages added to your account instantly
Subscription
Manage via Stripe
Cancel, upgrade, downgrade, or update your payment method — all self-serve.
💰 My Credits Wallet
💬 AI Messages
Plan allowance —
Extra credits 0
Used this month 0
Remaining —
🎨 Logo Credits
Plan allowance —
Extra credits 0
Used this month 0
Remaining —
🧾 Transaction History
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🛡 Admin Dashboard
Platform overview — users, revenue, conversions.
—
Total Users
—
Paid Users
—
Est. MRR
—
Total Revenue
—
Signups (7d)
—
Conv. Rate
Plan Breakdown
Revenue
Last 7 days —
Last 30 days —
All time —
Referrals
Total referrals —
Converted to paid —
7d new signups —
📝 Blog Auto-Post
Scheduled daily at 8 AM UTC. Trigger manually to test.
🤖 AI Usage This Month
— msgs
UserPlanMsgs
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Recent Transactions
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Email Plan Status Msgs Joined Last Sign In
Click Search to load users
Blog Content Engine
AI-written SEO articles via Claude
OFF
—
Total Posts
—
This Month
—
Last Post
Recent Articles
= LinkedIn
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View Blog ↗
LinkedIn Business Page
Auto-post each new article to your business page
OFF
More Platforms
Auto-post to all your channels from one place
COMING SOON
Instagram
Facebook
TikTok
Threads
—
—
Account Overview
Plan
—
Status
—
AI Messages
—
Logo Credits
—
Monthly AI Used
—
Last Sign In
—
Change Plan
Add Credits
Send Private Message
Payment History
—
Messages Sent
—
🛡
New message from ClearAI HQ
You have an unread message
🔒
Upgrade Required
This feature requires a higher plan.
Document
Generated for your business
Generating…
PDF Export Colours
Heading Preview
▸Bullet point preview
▸Another bullet point
Setup
Step 1 of 4
What type of business do you run?
ClearAI HQ personalises your 8-phase journey based on your answers.
✅
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Section Guide
How to get the most from this section