> ## 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.

# Company Agent

> 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 ...

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

## 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

1. Navigate to a company's detail page.
2. Open the **Agent** tab.
3. Click **Generate Context** to initialize the AI with the company's data.
4. 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

1. Ensure context has been generated.
2. Select a **motion** from the dropdown.
3. Click **Generate Tasks**.
4. Progress is shown in the toolbar.
5. On completion, tasks appear in the company's Tasks tab.

See the Company Prospecting Task Generation documentation for full details.

## User Flow

1. **Generate Context** — One-time setup to load company data into the AI.
2. **Chat** — Ask the agent questions to understand the account.
3. **Select Motion** — Choose the outreach strategy that fits.
4. **Generate Tasks** — Get AI-recommended prospecting actions.
5. **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.

When new data becomes available (new CRM activity, emails, or calls), click **Regenerate** to refresh the agent's knowledge.

## 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](/sales-agents/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

<AccordionGroup>
  <Accordion title={"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](mailto:support@hockeystack.com).
  </Accordion>

  <Accordion title={"Why is the toolbar not visible?"}>
    The toolbar is hidden when prospecting is disabled. Enable prospecting in the Configuration settings.
  </Accordion>

  <Accordion title={"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.
  </Accordion>

  <Accordion title={"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.
  </Accordion>

  <Accordion title={"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.
  </Accordion>

  <Accordion title={"Can multiple team members use the company agent?"}>
    Yes. The company's context is shared, but each user has their own chat conversation.
  </Accordion>
</AccordionGroup>