> ## 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.

# Companies

> The Companies page provides a filterable, sortable view of all accounts in your system. Use it to browse companies, assess engagement, review scoring. 

<Snippet file="early-access.mdx" />

## Overview

The Companies page provides a filterable, sortable view of all accounts in your system. Use it to browse companies, assess engagement, review scoring, and drill into individual account pages for deeper analysis and agent interactions.

## Companies List

### What You See

The companies table displays the following columns:

| Column       | Description                                                               |
| ------------ | ------------------------------------------------------------------------- |
| **Company**  | Company name, domain, logo, and links to CRM records (Salesforce/HubSpot) |
| **Stage**    | Current lifecycle stage and the date it was reached                       |
| **Score**    | Account intelligence score (0–100) when enabled                           |
| **Owner**    | The assigned sales rep ("No Owner" if unassigned)                         |
| **Activity** | Touchpoint activity over the last 90 days shown as a mini timeline        |

Column visibility may vary based on your workspace's enabled features.

### Views

The companies list supports saved views:

* **My Companies** (default) — Filtered to show companies owned by you.
* **All Companies** — Shows every company without owner filtering.
* **Custom Views** — Create your own views with specific filters. You can rename, duplicate, and delete custom views.

For best practices on structuring views for your team for Task Generation, see [Sales Views](/sales-agents/sales-views).

### Filtering

Filter companies using the filter bar. Available filter categories include:

* **Company Properties** — Name, domain, industry, employee count, country, state, city, annual revenue
* **Stage and Deal filters** — Filter by pipeline stage or deal attributes
* **Touchpoint filters** — Filter by engagement activity

Active filters are encoded in the URL, so you can share filtered views with teammates.

### Sorting

Click any column header to sort. Default sort is by **Score** (descending). Hold Shift and click to add multi-column sorting.

### Pagination

The list shows 25 companies per page with manual pagination.

## Company Detail Page

Click a company name to open its detail page.

### Header

Displays the company name, logo, domain (clickable), and account intelligence score (when enabled). Links to the corresponding Salesforce or HubSpot record are shown if integrated.

### Properties Sidebar

A collapsible right-side panel showing company attributes:

* **Base properties**: Company Name, Owner, Industry, Type, Country, Employees, Annual Revenue
* **Custom properties**: Additional properties configured for your workspace
* Click **See All** to expand and view every available property

### Tabs

| Tab          | Description                                                                                                              | Availability                         |
| ------------ | ------------------------------------------------------------------------------------------------------------------------ | ------------------------------------ |
| **Overview** | Account summary and key metrics                                                                                          | When Account Intelligence is enabled |
| **Signals**  | AI-generated signal summary, scores, and AI Property research results. See [Signals](/sales-agents/signals)              | Always                               |
| **Journey**  | Full engagement timeline and activity history                                                                            | Always                               |
| **People**   | Discovered contacts with filtering by department, seniority, persona, and engagement. See [People](/sales-agents/people) | When agents feature is enabled       |
| **Contacts** | People associated with this company in CRM                                                                               | Always                               |
| **Deals**    | Deals linked to this company in CRM                                                                                      | Always                               |
| **Tasks**    | AI-generated and manual tasks for this company                                                                           | When agents feature is enabled       |
| **Agent**    | AI company agent for chat, context, and task generation. See [Company Agent](/sales-agents/company-agent)                | When agents feature is enabled       |

## Constraints

* Company data is sourced from your CRM. Properties are read-only in HockeyStack.
* Scoring and signals require Account Intelligence to be enabled.
* The Agent, Tasks, and People tabs require the agents feature to be enabled.

## FAQ

<AccordionGroup>
  <Accordion title="Why don't I see the Score or Signals columns?">
    These columns require Account Intelligence to be enabled for your workspace. Contact your admin.
  </Accordion>

  <Accordion title="Can I create custom views?">
    Yes. Apply your desired filters, then save the current view with a custom name. You can rename, duplicate, or delete custom views at any time.
  </Accordion>

  <Accordion title="How do I see a company's CRM record?">
    If Salesforce or HubSpot is connected, links to the CRM record appear next to the company name in both the list and detail views.
  </Accordion>

  <Accordion title="What does the Activity column show?">
    It displays a mini timeline of touchpoint activity over the past 90 days, giving you a quick visual of engagement levels.
  </Accordion>

  <Accordion title="How is the Score calculated?">
    The score is generated by the Account Intelligence model based on engagement signals, firmographic fit, and behavioral indicators. Scores range from 0 to 100.
  </Accordion>
</AccordionGroup>