Welcome
A quick overview of your assistant and what needs attention.
Recent leads
| Type | Contact | Product | When | Status |
|---|
Quick actions
Analytics
How customers use your assistant — leads, conversion, demand, and friction.
Conversion funnel i
From first message to captured lead — where customers continue and where they stop.
AI overview i
A plain-language executive summary of this period, compared to the one before.
Conversations over time i
Leads by type i
Top questions i
What customers ask about most, and what's rising vs the previous period.
Common issues i
Topics in conversations that went unresolved (handed off, abandoned, upset, or a complaint).
Busiest times i
When conversations start, in your local time.
Conversation types i
Sentiment i
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.
Logo
Shown in the chat header and your admin top bar. PNG or SVG works best.
Colours
Used across the chat widget.
Font
Set a font family for the widget, and optionally upload a custom font file.
Upload a font (woff2/woff/ttf/otf) and set the family name above to match.
Assistant language
How the assistant sounds and what it says at key moments.
Supports formatting: **bold**, *italic*, and - bullet lists.
Supports formatting: **bold**, *italic*, and - bullet lists.
The quick-reply chips shown when the chat opens. One per line (max 5). Leave blank to derive them from your enabled features.
Recommended for privacy compliance: the chat shows a “Privacy policy” link in its footer so customers can see how their information is handled before sharing it. Must start with https://. Leave blank to hide the link.
Allowed website domains
For security, your chat widget will only load on the websites you list here. Add every site where you've installed it — one per line, including https://.
Use the full address (scheme + domain), e.g. https://www.example.com. Leave blank to allow only this console's own domain. Changes take effect immediately.
Emails
How your confirmation and notification emails look, who they come from, and the legal footer.
Sender profiles
The name customers see in their inbox, and where their replies go. For deliverability, emails are sent from your Surewell sending address — the Reply-to you set here is where responses land. You can verify your own domain later for a fully custom address.
Which profile sends what
Choose a sender profile for each email type and audience. Default is used whenever a specific type isn't set.
| Email type | To the customer | To your team |
|---|
Business identity & CASL footer
Shown in the footer of every email. Canada's anti-spam law (CASL) requires your business name, a valid mailing address, and a way to reach you.
Disclaimers
Extra text shown to customers, by email type. The “All customer emails” disclaimer always appears; a type-specific one is added below it for that email only.
Email list & unsubscribes
Everyone who has shared an email through your assistant, with their latest contact details and whether they've unsubscribed. Unsubscribed contacts are automatically skipped when emails are sent, to keep you CASL-compliant.
| Name | Phone | Leads | Last activity | Status |
|---|
Only re-subscribe someone if they've given you permission — under CASL, an unsubscribe must be honoured.
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 | Visibility | Added |
|---|
Add a document
PDF, Word (.docx), or text — we extract the text for the assistant. If marked shareable, the file is hosted so the assistant can link it to customers.
Install on your website
Pick the style that fits, copy its snippet, and paste it into your website. It automatically uses your branding and settings — there's nothing else to set up.
Where do I paste this? Most website builders have a spot for “custom code.” Common places: Squarespace → Settings → Advanced → Code Injection. Wix → Settings → Custom Code. WordPress → a “header/footer code” plugin, or your theme's footer. Webflow → Project Settings → Custom Code, or an Embed block on a page. If you're not sure, your web person (or whoever built your site) will know exactly where — just send them the snippet.
Floating button (whole site)
A chat button sits in the bottom-right corner of every page and follows visitors as they browse. The most common choice.
How to add it
- Copy the snippet above.
- Open your website's site-wide custom code area (the “footer” or “body end” section — see the note at the top).
- Paste it in and save/publish your site.
That's it — a chat button appears in the bottom-right on every page.
Floating button — clean (no header)
Exactly the same as the floating button above, but the chat opens as a clean card with no top bar (visitors close it with the same button).
How to add it
- Copy the snippet above.
- Paste it into your website's site-wide custom code area (same place as the floating button).
- Save/publish your site.
Inline on a page
Places the assistant directly inside one of your pages as a clean, built-in card — great for a “Get a quote” or “Contact” page. It expands into a full chat once someone starts.
How to add it
- Copy the snippet above (it has two parts — keep them together).
- Go to the page where you want the assistant, and add an “Embed” or “Custom HTML” block where it should appear.
- Paste the whole snippet into that block and save/publish.
Tip: don't set a fixed height on the block — the assistant sizes itself and has spacing built in.
Full-page links
A hosted, full-page version of your assistant — no installation needed. Great for email signatures, social bios, QR codes, or a “Chat with us” button. One link for each style:
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.
Connect your analytics
Add your own Google Analytics, Tag Manager, or Meta Pixel and the assistant will send events to it on your site — so chat engagement and leads show up alongside the rest of your website analytics. Leave blank to skip. We never send customer details, only event names.
Events sent: clarity_chat_open, clarity_message_sent, clarity_flow_started, clarity_lead_captured, clarity_handoff.
Live preview
The customer-facing widget, using your saved settings.
Brokerages
Provision, configure and support every brokerage on Surewell.
All brokerages
Click Manage to edit provinces, control plan modules, and manage users.
| Name | Slug | Provinces | Users | Status |
|---|
Create a brokerage
Shared knowledge
General insurance content every brokerage gets out of the box.
Shared library
Tag provinces to limit jurisdiction-specific content; leave all unchecked to apply everywhere.
| Title | Applies to | Chunks |
|---|
Add to shared knowledge
Portfolio analytics
Aggregate, anonymized performance across every brokerage. No customer data — counts and rates only.
Needs attention i
Brokerages going quiet, declining, or that never got traction — reach out before they churn.
Module adoption i
How many brokerages have each module switched on.
Portfolio conversion funnel i
From first message to captured lead, across the whole network.
Biggest opportunities i
Portfolio-wide flow friction — fixing these steps lifts every brokerage at once.
| Flow | Last step | Progress | Drop-offs |
|---|
AI insights i
Conversations over time i
Leads by type i
What Canada asks i
Portfolio-wide topic demand, with movement vs the previous period.
Sentiment i
By brokerage i
Click a column to sort; click a brokerage to manage it.
Brokerage
Provinces
Timezone
Their local time — drives analytics (busiest hours, after-hours demand).
Plan & modules
Unlocked modules are part of their plan and they can turn them on themselves. Locking removes a module from the plan and turns it off.
Users
| Name | Role |
|---|
Brokerage settings
Delete brokerage
Permanently removes this brokerage and everything in it — users, conversations, leads, analytics and settings. This cannot be undone.
Live Chats
Take over from Clair in real time — set yourself available, accept incoming chats, and talk to customers directly.
Sent automatically the second you accept a chat — {name} becomes your first name. Leave empty to skip.
Tick Sales and/or Service so Clair routes the right kind of customer to you — tick neither to take anything. Closing this console (or going Away) takes you offline automatically.
Waiting for a broker
No one is waiting right now.
My chats
No active chats — accept one from the queue when it appears. You'll get a ring wherever you are in the console.
Team status
| Broker | Status | Active chats | Takes |
|---|
Appointments
Phone calls Clair has booked, plus the weekly hours and time off that decide what it can offer.
Nothing booked yet — once Clair books a call, it shows up here.
My weekly availability
The recurring windows Clair may book calls into — in your own timezone.
Time off / blocks
Clair won't offer any times inside these blocks — holidays, training days, that dentist appointment.
| From | To | Reason |
|---|
Team & access
Invite teammates and control who can configure your assistant.
Invite a teammate
They'll get access automatically when they sign up with this email. Admins can configure everything; members can work leads and conversations.
Members
| Name | Role |
|---|
Pending invites
| Role | Invited |
|---|
Account settings
Manage your personal profile and password.