Sales Agents connects to your CRM, call recordings, and engagement data to build a complete picture of every deal and account — then generates specific, actionable tasks your reps can execute immediately.Documentation Index
Fetch the complete documentation index at: https://agents-docs.hockeystack.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Understand what Sales Agents does and how it fits into your sales workflow.
Getting started
Walk through the full setup process from data sources to task generation.
Tasks
Manage AI-generated tasks, review recommendations, and track daily progress.
Companies
Browse accounts, review signals, and drill into company-level intelligence.
Core capabilities
Deal tasks
AI-generated next steps for every open deal based on call transcripts, emails, and CRM activity.
Prospecting
Automated outreach tasks targeting the right contacts at the right accounts.
AI properties
Custom research signals evaluated across your pipeline with structured, evidence-backed answers.
Signals
AI-generated fit, timing, and context scores for every account.
Stakeholders
Automatic contact discovery and enrichment across your target accounts.
Team
Track team execution, acceptance rates, and identify coaching opportunities.