Live tenant feed

Alert Hub

Centralised AI-assisted alerts from email & documents

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BACKUP / STORAGE
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M365 Emails

Live feed of AI-summarised emails from your M365 tenant.

No email alerts yet. As new emails are ingested they'll appear here.

Source
From
Status
Alert
Last activity
Actions

Google Drive

Mirrors the Drive column from Simple Feed – AI summaries for files.

No Google Drive items yet from the live feed.

Source
From
Status
Alert
Last activity
Actions

Local / S3 (Coming soon)

This tab will surface documents ingested from local file shares and S3.

Operations & Runbook (Coming soon)

Ops console for ingestion jobs and runbook shortcuts.

To-Do / Actions

Items tagged for follow-up (via Assign, Route or Add to To-Do) appear here.

Use the workflow actions on each card to move alerts into or out of this view in real time.

No To-Do items yet. Items flagged for follow-up will show here.

Google Drive Backups

Documents backed up to your connected Google Drive.

0 backed up 0 pending 0 failed 0 deleted

No backups yet. Documents with attachments will be backed up automatically.

Source
File Name
Backed Up
Status

Welcome to Alert Hub

Your unified AI document and alert hub

Connect your business apps to start receiving intelligent alerts, AI-powered summaries, and unified document management.

You can also access connections anytime from the sidebar menu.

Connections

Manage your connected apps and backup destinations

Your Connections

Active data source connections for your account

Connector Library

Available integrations you can add to your account

Gmail

Email Alerts & Attachments

Available

Ingest Gmail emails as alerts with AI summarization. Google Drive backup is already available in Backup Destinations.

Freshdesk

Tickets, Contacts, Knowledge Base

Coming Soon

Connect Freshdesk to receive alerts for support tickets and customer inquiries.

PropertyMe

Properties, Tenants, Maintenance

Coming Soon

Connect PropertyMe to track property management activities and tenant communications.

DOM

Domain

Listings, Inquiries, Leads

Available

Connect Domain to receive real estate listing alerts and inquiry notifications.

MYOB

MYOB

Invoices, Payroll, Banking

Coming Soon

MYOB integration is in development. Contact support to request priority access.

DocuSign

Contracts, Signatures, Templates

Coming Soon

DocuSign integration is in development. Contact support to request priority access.

Salesforce

Leads, Opportunities, Accounts

Planned

Salesforce integration is on our roadmap. Contact support to express interest.

Backup Destinations

Configure where attachments and documents are backed up

SharePoint

Microsoft SharePoint backup

Connected
Backed up this month: 1.2 GB Last backup: 5 min ago
Sources backing up here:
M365 Xero

Google Drive

Google Drive backup

Connected
Backed up this month: 850 MB Last backup: 3 min ago
Sources backing up here:
M365

UAOL Vault Lite

Complete record archive

Disabled

Archives complete alert records: AI summaries, full email content, and attachments to encrypted storage.

Full email bodies preserved AI summaries included Independent of source account Configurable retention (1-7 years)

Platform Admin

Manage tenants, users, and capabilities

Loading tenants...
Account
Your profile and organisation details.
Profile
Your identity within this tenant
Display NameYour name as shown in the app
EmailYour primary login address
TenantYour organisation identifier
pkwconsulting
RoleYour permission level in this organisation
member
Your Pricing
AMLGuard verification costs for your agency (AUD, exc GST). Managed by your platform administrator.
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Preferences
Display and notification settings for your account.
Appearance & Notifications
Personalise how Alert Hub looks and keeps you informed
ThemeChoose your preferred colour scheme
Email NotificationsReceive email alerts for important events
Auto-refresh IntervalHow often to check for new alerts
AI & Enrichment
Control how AI analyses and enriches your alerts and documents.
AI Processing
Configure AI enrichment behaviour for your tenant
AI SummariesGenerate AI summaries for emails and documents
Risk DetectionHighlight potential compliance or security risks in alerts
AI Model Configured centrally to ensure consistent quality and cost control
Claude Sonnet via AWS Bedrock Managed
Workflow
Configure how investigations, evidence, and exports behave for your team.
Investigations
Control review, evidence, and export behaviour
Review WorkflowRequire approval before investigations are finalised. Disable for solo users.
Evidence LockingAllow investigation layers to be locked as tamper-evident evidence
PRO
Export FormatsAvailable formats when exporting investigation reports
JSON
Email
Manage email templates and signatures used when contacting prospects.
Branding
Upload your agency logo for use on compliance reports and CDD documents.
Agency Logo
This logo appears in CDD reports and case summary exports. Recommended: landscape orientation, PNG or JPEG, 200-800px wide.
No logo uploaded
Users & Roles
Manage team members and control what each person can access.
Source Priority
Set the default order your agency trusts data sources. When the same contact appears in multiple files, the highest-ranked source wins — unless a more recent settlement date is found, which always takes priority.
Default matching priority
Choose a preset or drag rows to set a custom order. Rank 1 is most trusted. Applies to all new batches.
Admin only
Settlement date always wins. Regardless of source rank, a contact with a more recent settlement date takes priority over one from a higher-ranked source. This cannot be overridden.
Allow per-batch priority override (advanced users only)
Default Territory
Configure a tenant-level default territory source. Individual batches can override this when territory filter is enabled.
Territory configuration
Set a default source type for territory boundary filtering
Admin only

Default Territory configuration is coming in a future release.
Territory is currently set per-batch when adding sources.

Source Type Templates
Manage the source type templates that appear when uploading data files to a batch.
Tenant source type templates
Custom templates are available to all users in your organisation
Admin only

Source Type Template management is accessed via the
source upload flow in a ProspectBase batch.

SEARCH
→

Search your alerts

Find emails, documents, and attachments by content, sender, or AI-generated tags.

Try searching for:

  • "invoice" - Find all invoice-related items
  • "overdue" - Items flagged as overdue
  • "contract renewal" - Specific document types

Investigations

Build audit trails and document findings across your data sources

Investigation

Draft
0 Layers 0 Items Findings: 0 High, 0 Med

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ProspectBase

Create matching batches to identify and deduplicate entities across your data sources

Owner Details

Contact Details

Phone
Email

DNC Status

Activity Timeline

📋

No contact activity recorded

Use Log Call or Log Email to record activity

Log Call

Log Email

M365 Recovery

Microsoft 365 Backup Storage - Protect and restore Exchange, OneDrive, and SharePoint

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UAOL M365 Recovery powered by Microsoft 365 Backup Storage API
$4.00/user/month • Storage: 25GB included per user