Guided onboarding

A guided way to get started with Klarify AI Connected AI clients can now walk new people through Klarify step by step, so someone joining your organization can get their bearings by simply asking. This release also brings glossary highlighting to public documentation and smooths out renaming published tasks. Ask Klarify AI to onboard you Start the onboarding walkthrough from any connected AI client and the assistant introduces you to Klarify one area at a time: your account, your employee record, your position, the accountabilities and responsibilities tied to your role, the document repository, and how your organization is structured. It's conversational — you choose what to explore next, or jump straight to the part you care about. The walkthrough adapts to who you are. Employees are guided through every area; guests, who have read-only access, get the account overview and a tour of the document folders. Members with an admin role are also offered a look at the broader organization structure. Learn more: Guided prompts. Fixes and improvements Renaming an already-published task within a process model now behaves like any other edit: the task appears on your Drafts page under its new name, its Publish button becomes available, and publishing carries the new name through to the process diagram and everywhere the task is listed. Earlier versions keep their original name in version history. When a task instruction is published with Public access, its defined terms are now highlighted for everyone who reads it — including visitors who are not signed in. Hover or click a term to see its definition, exactly as members do inside the app, so your shared documentation carries your organization's vocabulary with it. Learn more: Use the terms glossary.