Command Center
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Integration Health
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Upload Document
Drag & drop a file here, or click to browse
Supports: .txt, .md, .html, .pdf, .docx, .pptx, .mp3, .mp4
Ingest from URL
Documents
Brain Configuration
Coverage Limit Benchmarks
Set minimum coverage limits per line of business. Policies below these benchmarks will be flagged as under-insured in insights and Client 360.
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Usage Tier
Edit Usage Limits
Recent Chat Logs
Conversations
Query Volume (Last 30 Days)
Usage & Rate Limits
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Knowledge Tier Distribution
Top Queries
User Activity (Last 30 Days)
Quality Trend (Last 30 Days)
Performance Metrics
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Avg Response Length by Complexity Tier
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Response Length Trend
Trending Topics in Flagged Answers
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Flagged Answers
0Sync from Google Drive URL
Paste a shared Google Drive folder URL. The folder must be shared as "Anyone with the link can view". All supported documents (PDF, DOCX, PPTX, TXT) will be downloaded and added to the knowledge base.
Connect Google Drive Folder (Advanced)
Connected Folders
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Connect SharePoint Site
Connected SharePoint Sites
Synced Documents
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Webhook Tokens
Webhooks allow external tools like Microsoft Power Automate, Zapier, or Make to push files directly into your knowledge base. Create a token, then configure your automation to POST files to your webhook URL.
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Setup Guide
Tool Registry
Register external API endpoints that your AI brain can call during conversations. Tools let the brain fetch live data, trigger actions, or look up information from your own systems.
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Recent Tool Calls
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Branding & Appearance
Customize how the embedded chat widget looks on your website. Changes take effect immediately for all embedded instances.
Live Preview
Bubble Preview
Public Chatbot Configuration
Configure the public-facing chatbot widget. When enabled, visitors can ask questions without logging in. The chatbot uses your knowledge base to answer questions and can capture visitor contact information before starting a conversation.
Captured Leads
No leads captured yet.
External Data Sources
Connect your AMS or CRM system so the chatbot can answer policyholder-specific questions like coverage limits, payment dates, and policy details. Visitors are verified against your system before accessing any personal data.
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Integration Guides
Select a system when adding a data source to auto-fill connection settings and see step-by-step setup instructions.
Automation Triggers
Create event-driven automations that fire when CRM events, document uploads, scheduled intervals, or other triggers occur. Each trigger evaluates conditions and executes a chain of actions.
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Execution History
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COI Request Queue
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Agent Configuration
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Certificate Holders
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AMS Insight Trigger Rules
Trigger rules automatically fire when new AMS insights match your criteria. Filter by insight type, severity, and custom conditions, then choose actions like email alerts, account flagging, or workflow queuing.
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Recent Report History
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Trigger Execution Log
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Chrome Extension
Digital Brain Chrome Extension
Get your AI insurance assistant right inside your browser. Works on any website. When you're in HawkSoft Cloud, it automatically detects which client you're looking at and can give you instant briefings.
⬇ Download ExtensionInstallation Steps
Click the download button above. Save the zip file, then extract (unzip) it to a folder on your computer.
Go to chrome://extensions in your browser. Turn on Developer mode (top-right toggle).
Click Load unpacked and select the extracted folder (the one containing manifest.json).
Click the extension icon, enter your Brain URL and API key, then click Save & Connect.
What You Can Do
Open the floating brain panel on any website and ask questions just like the regular chat.
When you open a client record in HawkSoft Cloud, the extension automatically knows who you're looking at.
Hit the Briefing button for an instant summary of policies, activities, claims, and alerts for the detected client.
Drop PDFs, images, or documents directly into the chat panel for instant analysis.
Daily API Call Volume
Rate Limit Budget
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Response Times
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Cache Health
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Response Time Trend
Top Looked-Up Clients
Pre-caching candidatesAgency Staff Roster
Manage your team members and map them to AMS names
Tier Distribution
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Tier Summary
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Tier Definitions
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Engagement Tracker
Identify accounts going dark before they become retention problems
Policy Lifecycle Intelligence
Track remarkets, lost business, and win-back prospects across your book
Policy Lifecycle Events
| Client | Policy # | LOB | Carrier | Premium | Expiration | Status | Lifecycle | Replacement |
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Renewal Agent
Autonomous AI agent that monitors your renewal pipeline and generates proactive briefings
View Active Renewals
The Renewal Agent works with your Book of Business to track upcoming renewals, score retention risk, and generate client briefings automatically.
Renewal Command Center
Monthly renewal intelligence — organized by calendar month for stable, complete renewal management
Renewals
| Client | LOB | Carrier | Premium | Expiration | Days Left | Risk | Agent | Last Contact |
|---|---|---|---|---|---|---|---|---|
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Renewal Detail
Today's Priority Actions
Your intelligent daily briefing — who to call today and why, ranked by urgency and opportunity
Revenue Impact Modeling
Connect retention risk scores to dollar impact — see exactly how much revenue is at stake and where to focus
Risk Distribution
Revenue at Risk by Tier
Top At-Risk Accounts
| Client | Risk | Premium | Est. Revenue | Expected Loss | Agent | Top Factors |
|---|---|---|---|---|---|---|
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Agent Detail
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Saved Queries
Save frequently-used report queries and schedule them for automatic delivery via email.
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Scheduled Reports
Manage automated report schedules. Reports will be generated and emailed to recipients on the configured cadence.
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12-Month Revenue Forecast
Revenue: Year-over-Year Comparison
Renewal Revenue Timeline
Revenue by Carrier
Carrier Concentration
Revenue by Line of Business
Revenue by Producer
Scenario Modeling
Saved Scenarios
No saved scenarios yet. Adjust sliders above and click "Save Scenario" to create one.
Forecast Assumptions (Computed)
Revenue Impact
Default Commission Rates
Fallback rates used when no carrier/LOB-specific rate is configured.
Commission Rates by Carrier & LOB
State Drill-Down
Agency Profile
Dashboard View
Choose which dashboard view best matches your role. This changes sidebar navigation, AI suggestions, and Command Center layout.