create_log_note
Append a log note with optional follow-up task to a client's record. Use this to document phone calls, emails, summaries, or any interaction visible in HawkSoft.
Instructions
Append a log note (and optional follow-up task) to a client's record.
The single most useful write tool — call this whenever the agent does anything that should be visible in HawkSoft: a phone call, an email, a conversation summary, a carrier touch.
Args:
agency_id: HawkSoft agency ID.
client_id: HawkSoft client number.
channel: Friendly channel name (e.g. "Phone From Insured") or LogAction int.
description: One-sentence summary shown in the activity feed.
body: Full note text. May be multi-line.
ref_id: Unique UUID for idempotency. Auto-generated if omitted.
ts: ISO 8601 timestamp. Defaults to now (UTC).
policy_id: Optional policy GUID to link the note to.
policy_index: Optional 1-based index on the policy.
action: Optional action code.
task_title: Set to create a follow-up task.
task_description: Task description.
task_due_date: ISO 8601 due date.
task_assigned_to_role: One of SpecifiedUser, Producer, CSR, Agent1, Agent2, Agent3.
task_assigned_to_email: Required when assigned_to_role is SpecifiedUser.
task_category: Optional category label.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ts | No | ||
| body | Yes | ||
| action | No | ||
| ref_id | No | ||
| channel | Yes | ||
| agency_id | Yes | ||
| client_id | Yes | ||
| policy_id | No | ||
| task_title | No | ||
| description | Yes | ||
| policy_index | No | ||
| task_category | No | ||
| task_due_date | No | ||
| task_description | No | ||
| task_assigned_to_role | No | ||
| task_assigned_to_email | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |