Documentation Index
Fetch the complete documentation index at: https://docs.hazel.ai/llms.txt
Use this file to discover all available pages before exploring further.
March 2026
Modes
Create custom Modes that teach Hazel how you work. Set up your instructions, templates, and preferences once — then have them one click away in any new chat. Build a Firm Coach Mode so advisors can tap into firm best practices instantly or an Estate Planning Specialist Mode that produces a summary, asset distribution by scenario, and recommendations the moment you upload an estate plan. See the overview or visit our Modes prompt library to see how other advisors are putting Modes to work.
Tasks
You can now create, edit, and delete tasks from a dedicated Task view, or ask Hazel to create one for you in chat. For example: “Hey Hazel, create a high priority task due tomorrow to complete the ACAT for The Smith Family.” This view is great for advisors that see a surge of clients per day or for firm managers that want a way to see what’s been assigned and what’s still pending for their team at a glance.
Tax Mode and Chat reliability improvements
In Tax Mode, federal income tax brackets now include an improved visualization for ordinary income.