# Company Agent > **Limited Access:** Sales Agents is currently available to select customers only. To get access, reach out to . ### 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 ask questions about the company. 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?" #### Understanding Responses Responses include: * **Reasoning** (collapsible) — The agent's thought process, shown with elapsed time tracking. * **Answer** — Formatted response with the agent's analysis and recommendations. #### Conversation Management * Chat history persists during your browser session. * Click **New Chat** to start a fresh conversation. * Previous messages are loaded when you return to the same company. ### 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. ### 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 **Q: Why don't I see the Agent tab on a company page?** A: The agents feature must be enabled for your workspace. Contact your admin or reach out to . **Q: Why is the toolbar not visible?** A: The toolbar is hidden when prospecting is disabled. Enable prospecting in the Configuration settings. **Q: Can I generate tasks for multiple motions?** A: Yes, but one at a time. Select a motion, generate tasks, wait for completion, then select a different motion and generate again. **Q: What happens when I regenerate context?** A: The AI refreshes its knowledge with the latest company data (signals, contacts, activity). This does not affect existing tasks. **Q: Why does the motion dropdown show "Select motion"?** A: You need to choose a motion before generating tasks. If the dropdown is empty, check that you have enabled motions in your Configuration. **Q: Can multiple team members use the company agent?** A: Yes. The company's context is shared, but each user has their own chat conversation. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.hockeystack.com/revenue-agents/company-agent.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.