Overview
The Company Agent is an AI-powered assistant that operates at the account level. It provides an interactive chat interface where you can ask questions about a company, generate AI context from the company’s signals and activity, and trigger prospecting task generation based on configured motions.How It Differs from the Deal Agent
| Aspect | Company Agent | Deal Agent |
|---|---|---|
| Scope | Company level | Deal level |
| Task Type | Prospecting tasks via motions | Deal progression tasks |
| Context Sources | Company signals, contacts, activity, past deals | Deal-specific CRM data, calls, emails |
| Document Uploads | Not supported | Supports text and image uploads |
| Configuration | Uses motions from prospecting config | Uses deal task generation config |
Getting Started
- Navigate to a company’s detail page.
- Open the Agent tab.
- Click Generate Context to initialize the AI with the company’s data.
- Once context is ready, select a motion and generate tasks, or start chatting.
The Agent Toolbar
The toolbar provides controls for context and task generation:| State | What You See |
|---|---|
| No context | ”Generate Context” button |
| Context ready | ”AI Context Ready” with “Regenerate” button, motion dropdown, and “Generate Tasks” button |
| In progress | Spinner with step details and a “Cancel” button |
Motion Selector
When context is ready, a dropdown appears listing your enabled motions (sorted by priority). Select a motion before clicking “Generate Tasks” — each motion produces tasks tailored to its outreach strategy.Chat Interface
The chat panel lets you have a real-time conversation with the company agent. Type a question and press Enter. Examples of useful questions:- “What signals indicate this company is a good fit?”
- “Who are the key contacts we should reach out to?”
- “What has our engagement history looked like?”
- “What pain points might this company have?”
- “Based on their recent activity, what is the best outreach angle?”
Understanding Responses
Responses stream in real time and include two parts:- Reasoning (collapsible) — Shows the agent’s thought process with elapsed time. Reasoning auto-collapses once the answer starts streaming. Expand it to see how the agent arrived at its conclusions.
- Answer — The agent’s response, formatted with headings, lists, and emphasis.
Conversation Persistence
Your chat history is preserved per company. When you return to the same company, previous messages are loaded so you can continue the conversation. Click New Chat to clear the history and start a fresh conversation.Generating Prospecting Tasks
- Ensure context has been generated.
- Select a motion from the dropdown.
- Click Generate Tasks.
- Progress is shown in the toolbar.
- On completion, tasks appear in the company’s Tasks tab.
User Flow
- Generate Context — One-time setup to load company data into the AI.
- Chat — Ask the agent questions to understand the account.
- Select Motion — Choose the outreach strategy that fits.
- Generate Tasks — Get AI-recommended prospecting actions.
- Execute — Work through generated tasks in the Tasks tab.
Context Status
The toolbar displays the current state of the company’s AI context:- No context generated — “Generate Context” button is shown. Click to initialize.
- Context ready — Shows “AI Context Ready”. The “Regenerate” button, motion dropdown, and “Generate Tasks” button become available.
- In progress — Shows a spinner with the current step (e.g., “Fetching company data…”) and a “Cancel” button.
Constraints
- Context required: Chat and task generation are unavailable until context is generated.
- Motion required for tasks: You must select a motion from the dropdown before generating tasks. The button is disabled if no motion is selected.
- Prospecting must be enabled: The toolbar is hidden entirely if prospecting is disabled in your configuration. See the Configuration documentation.
- No document uploads: Unlike the deal agent, the company agent does not support uploading custom documents. Context is built entirely from system data.
FAQ
Why don't I see the Agent tab on a company page?
Why don't I see the Agent tab on a company page?
The agents feature must be enabled for your workspace. Contact your admin or reach out to support@hockeystack.com.
Why is the toolbar not visible?
Why is the toolbar not visible?
The toolbar is hidden when prospecting is disabled. Enable prospecting in the Configuration settings.
Can I generate tasks for multiple motions?
Can I generate tasks for multiple motions?
Yes, but one at a time. Select a motion, generate tasks, wait for completion, then select a different motion and generate again.
What happens when I regenerate context?
What happens when I regenerate context?
The AI refreshes its knowledge with the latest company data (signals, contacts, activity). This does not affect existing tasks.
Why does the motion dropdown show 'Select motion'?
Why does the motion dropdown show 'Select motion'?
You need to choose a motion before generating tasks. If the dropdown is empty, check that you have enabled motions in your Configuration.
Can multiple team members use the company agent?
Can multiple team members use the company agent?
Yes. The company’s context is shared, but each user has their own chat conversation.