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Ask Hazel FAQ

Simply click on the plus icon within the Ask Hazel search bar, type in your prompt, and press enter! Hazel will analyze the file and provide you with a response.
No, you cannot edit your Altruist data within Hazel. Hazel has read-only access to your custodial data in Altruist.
In chat, no. Chat only relies on individual account data, meaning you have to connect to your Altruist account connected to view any custodial data.In meeting agendas, perhaps. Meeting prep and agendas rely on the calendar event owner’s Altruist connection, so your Altruist account data could be shared if other Hazel team members in your firm have access to the same meeting via the household participant permission. More on household permissions here.

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Meetings FAQ

FaqeditspeakerlabelsTo edit speaker labels in a Meeting transcript:
  1. Open the Transcript tab in the Meeting you would like to update.
  2. Click on the name of a Speaker label. You will be presented with the option to:
    • Rename Manually
    • Rename as Client
    • Swap Labels
  3. Click Save

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Email FAQ

On the follow up emails, you can tweak the prompt and give Hazel instructions and example quotes of things you’d likely say. By instructing Hazel in the prompt, you can set rules for tones to follow.On the the email assistant that auto drafts inbound emails, you cannot set rules or give Hazel instructions on how to formulate emails.
Yes, you can edit the screening criteria and adjust the prompt Hazel uses to filter inbound emails within Settings / Account / Email Preferences.

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Altruist Integation FAQ

No. Hazel has read-only access to your custodial data in Altruist.
In chat, no. Chat only relies on individual account data, meaning you have to connect to your Altruist account to view any custodial data.In meeting agendas, perhaps. Meeting prep and agendas rely on the calendar event owner’s altruist connection, so your Altruist account data could be shared if other Hazel team members in your firm have access to the same meeting via the household participant permission. More on household permissions here.
We can only pull contacts from your CRM at this time, not Altruist.The Altruist integration is completely separate from contacts. Meaning if you go into chat today and ask it for custodial data, it would fetch the appropriate Altruist contact and the relevant details.

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Billing FAQ

Each firm has one free trial period. It’s advised that all users in the firm test Hazel through that free trial. Reach out to support@hazel.ai if you have any questions on your free trial.
Each firm has one free 14 day trial period.
All users are billed on the 1st of the month in which their subscription is due.Monthly users are billed on the 1st of the month, each month they are subscribed.Annual users are billed on the 1st of the month after their annual subscription is due.
You can update your payment method in by editing the existing Hazel subscription in Settings → Subscriptions.
Only Owners can invite new members and manage roles.
Hazel charges will appear on your statement as ALTRUIST HAZEL.AI.
To unsubscribe manage billing, go to Settings -→ Subscriptions > Manage Billing.
Only Owners can invite new members and manage roles.
Yes. Reach out to support@hazel.ai to enroll in automatic invoices.

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Intelligent Client Profiles FAQ

In chat, in meeting prep, in financial planning, and on the household Summary tab. Ask Hazel (including the chat rail on the household page) reads the profile first when a question concerns a client; meeting prep and financial planning start from it. The Summary tab is written from it, sentence by sentence, with citations. It works in both directions: you can also update the profile from chat by telling Hazel what changed and confirming. When Hazel uses a fact you haven’t verified, the fact is flagged as unverified rather than presented as settled. Archived records are left out entirely.
Tell Hazel, in plain English: “Update Bob’s 401(k) balance to 612,000,""theyopeneda529forMayaatFidelity,612,000," "they opened a 529 for Maya at Fidelity, 25,000 to start,” or “fix the owner on the term policy, it’s Sarah’s.” Hazel shows you the exact updates planned; confirm, and they’re applied as your entries: verified, and visible in each value’s History. Nothing changes without your confirmation, and you need edit access to the client, just like on the Data tab.
Your CRM is where you put information; the profile is what Hazel learns from meetings, client emails, documents, and notes, including things CRMs rarely hold (goals, concerns, family context, “we’re thinking about selling the rental”), each tied to the conversation or document it came from. It complements your CRM and never writes to it.
No. Hazel can use unverified facts; they’re just labeled as unverified whenever they come up. Verifying is how you promote what Hazel heard into what your firm has confirmed, so a practical habit is a one-minute pass through Review after each meeting: verify what’s right, correct what isn’t. Facts from documents, and anything you enter yourself, arrive already verified.
Yes. The profile always keeps the most recent statement of a fact, by source date. If a client gives a new number next month, it replaces the one you verified, and the old value moves into History. Verification marks a value as confirmed; it doesn’t freeze it. The same goes for archived records: a later meeting or document showing something is active again brings it back. What can’t happen is an older source overwriting newer information. An out-of-date statement or an old document never displaces fresher information.
It’s a hard reset: Hazel erases everything currently known about the household, then relearns it from the recorded meetings and uploaded documents, oldest to newest. Three things to understand before using it: your manual edits and verification marks are erased; the Archive is emptied; and facts that came only from emails or notes are not relearned. It usually takes a few minutes (longer for a long history) and you can keep working while it runs. Use it when a profile has gone wrong beyond spot-fixing; for one wrong value, Edit is the right tool.
PDF, Word (DOCX), Excel (XLSX), and images, up to 10 MB per file, on the client’s Documents tab. Legacy .doc and .xls need re-saving in the modern format first. Password-protected PDFs prompt for the password, which is used on your device and never leaves your browser.
The facts Hazel extracted from it are removed from the profile too; the delete confirmation warns you. If a document’s fact had replaced an earlier value, the earlier value comes back. The upload itself is gone; re-upload if you deleted by mistake.
Yes, through chat. Tell Hazel about the new account, goal, or policy (“add a term life policy for Sarah, 2MthroughBanner,2M through Banner, 180 a month”), review what Hazel proposes, and confirm; it takes its place in the right section as your verified entry. The Data tab itself has no create-a-record form (it’s for correcting and managing what’s already captured), so for new facts, use chat, write a note, upload a document, or bring it up in a recorded meeting.
If something ended (account closed, goal reached), Archive the record. It stops populating the profile, stays readable with its history, and can be unarchived. If a value is wrong, Edit it. If a whole record was never true (misheard, or entered in error), remove it: Hazel asks you to confirm, and removal is permanent. When in doubt, archive first; you can always remove later, but not the reverse.
Yes, two ways. Uploading documents brings in the past instantly: statements and tax returns carry their own dates, so history files correctly. And on a client whose profile is still new, Rebuild profile relearns from the household’s full recorded meeting history plus every uploaded document, oldest to newest. On an empty profile there’s nothing to lose, which makes it a quick way to bootstrap a long-standing client. (On an established profile, rebuild is a last resort because it erases manual edits; see the Rebuild question above.)
Anyone with access to that client, following the same rules as the rest of the client’s record. There’s one shared profile per client, so teammates see each other’s verifications and corrections. Owners can see every client. Clients themselves never see it.
Hazel records it internally, but it isn’t shown on the page today. If you need to know for a specific record, email support@hazel.ai and we can check.
No. The profile reads emails your clients send you; your outgoing messages aren’t captured. If you shared something important in an outgoing email, tell Hazel in chat, upload the underlying document, or mention it in your next recorded meeting.
Probably not. A joint fact is one record with two owners, shown under each owner’s view. Expand it and check the Owner row: if it lists both spouses, it’s one shared record. A true duplicate can be cleaned up by archiving the extra record.