Welcome
A quick overview of your assistant and what needs attention.
Recent leads
| Type | Contact | Product | When | Status |
|---|
Quick actions
Conversations
Everyone who chatted with your assistant — full transcripts and any details captured.
| When | Msgs | Outcome | Contact | Status |
|---|
Branding & voice
How your assistant looks and sounds to customers.
Colours
Used across the chat widget.
Products & carriers
The products you offer, and which carriers you place each with.
Add a product
Group discounts
Association & affinity programs, with discounts by product and province. Tags help the assistant recognise the group.
Modules
Turn capabilities on or off. Core modules are always on; dependencies are enforced.
Knowledge base
Content the assistant can answer questions from, with citations.
Documents
| Title | Added |
|---|
Add a document
Install on your website
Add your Clair assistant to your site with one snippet — it's tied to your brokerage's settings automatically.
Embed snippet
Paste this just before the closing </body> tag on your website. A chat button appears in the bottom-right.
Shareable link
A full-page version of your assistant — handy for email signatures, social bios, or QR codes.
How it works
The snippet loads your assistant using your brokerage's unique ID (). Any changes you make here — branding, products, modules — appear automatically wherever it's installed. No re-pasting needed.
Live preview
The customer-facing widget, using your saved settings.
Platform
Provision new brokerages. They're connected automatically when the admin signs up.
Create a brokerage
Brokerages
| Name | Slug | Province | Users | Pending invite |
|---|
Shared knowledge base
General insurance content every brokerage gets out of the box. Tag provinces to limit jurisdiction-specific content; leave all unchecked to apply everywhere.
| Title | Applies to | Chunks |
|---|