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Overview
The Onboarding Agent's Edge
New reps spend 15 hours a week in their first year hunting product information that veterans know by heart. And that institutional knowledge is walking out the door.
The Onboarding Agent captures tribal knowledge through closed deal history, key relationship mapping and intel, and expert-level sales angles, then makes it available for every new hire.
65%
Improvement in new rep onboarding speed
Common use cases
Where teams put it to work.
01
Day-one training paths
Tailored to the new hire's territory, product portfolio, and prior experience.
02
Ask the veteran
On-demand Q&A trained on retired and senior rep knowledge — preserved, not lost.
03
Account briefings
New rep inherits an account — agent delivers a complete overview in minutes.
04
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Ride-along prep
Pre-call briefings for new reps shadowing or running their first solo meetings.
Knowledge base
What this agent has access to.
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Account history
Product training decks
Sales playbooks + scripts
Key relationships and geography breakdowns
Territory market data
Past call recordings
Inputs & outputs
How work flows through the agent.
More Agents
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SALES AGENT
Every rep, your best rep.
Nothing kills a deal quicker than walking in with incomplete or innaccurate information. Equip your reps with the information they need to pursue and bid confidently, minimizing the reliance on a few key individuals.
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TECH SERVICE AGENT
24/7 application support.
Scale your technical service function by unlocking 75% more capacity to focus on consultative, engineered solutions for your customers.
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SUBMITTALS AGENT
Auto-generated packages.
75% reduction in the time sales reps spend parsing and structuring bid package documentation, going back and forth with your estimators, and preparing the final documentation.
See the onboarding agent in action.
See Hazel in Action
