# Hazel Documentation

- [Welcome to Hazel Documentation](https://docs.hazel.ai/index.md)
- [Intro to Hazel](https://docs.hazel.ai/guides/getting-started/introduction.md)
- [Onboarding](https://docs.hazel.ai/guides/getting-started/onboarding.md)
- [Overview](https://docs.hazel.ai/guides/ask-hazel-chat/overview.md)
- [Best Practices](https://docs.hazel.ai/guides/ask-hazel-chat/best-practices.md)
- [Introduction](https://docs.hazel.ai/guides/intelligent-client-profiles/Overview/Introduction.md)
- [Getting Started](https://docs.hazel.ai/guides/intelligent-client-profiles/Overview/getting-started.md)
- [Adding Client Data](https://docs.hazel.ai/guides/intelligent-client-profiles/managing-client-data/adding-client-data.md)
- [Reviewing & Verifying](https://docs.hazel.ai/guides/intelligent-client-profiles/managing-client-data/reviewing-and-verifying.md)
- [Arching & Rebuilding](https://docs.hazel.ai/guides/intelligent-client-profiles/managing-client-data/archiving-and-rebuilding.md)
- [What ICP Can & Can't Do](https://docs.hazel.ai/guides/intelligent-client-profiles/managing-client-data/what-icp-can-and-cant-do.md)
- [Best Practices](https://docs.hazel.ai/guides/intelligent-client-profiles/best-practices.md)
- [Troubleshooting and FAQ](https://docs.hazel.ai/guides/intelligent-client-profiles/troubleshooting-and-faq.md)
- [What is the Financial Planning Agent?](https://docs.hazel.ai/guides/financial-planning/overview/introduction.md): Hazel reads what your firm already holds on a household, runs the math, and gives you a financial plan you can change by asking.
- [Getting started](https://docs.hazel.ai/guides/financial-planning/overview/getting-started.md): Where to start a plan, what happens while it builds, and what to look at when it lands.
- [What it can and can't do](https://docs.hazel.ai/guides/financial-planning/overview/what-it-can-and-cant-do.md): What the Financial Planning Agent builds, what Hazel will not invent, and which calls stay with you.
- [Access and availability](https://docs.hazel.ai/guides/financial-planning/overview/access-and-availability.md): Where planning opens, who can open a plan, and what a firm owner sets for everyone.
- [How planning uses the client profile](https://docs.hazel.ai/guides/financial-planning/your-data/how-hazel-uses-the-profile.md): Which household facts a plan reads, how confirmed and unconfirmed facts are treated, and what to check before you build.
- [Documents and CRM data](https://docs.hazel.ai/guides/financial-planning/your-data/documents-and-crm.md): What your connected systems keep current, which documents change a plan most, what Hazel can read, and when a household has enough.
- [Front-loading the brief](https://docs.hazel.ai/guides/financial-planning/your-data/front-loading-the-brief.md): Put your context, goals and constraints in the message that asks for the plan, so the first draft comes back as the draft you wanted.
- [Where every number comes from](https://docs.hazel.ai/guides/financial-planning/your-data/where-numbers-come-from.md): Trace any figure back to its sources, calculation and assumptions, and audit a plan before you present it.
- [Anatomy of a plan](https://docs.hazel.ai/guides/financial-planning/the-plan/anatomy-of-a-plan.md): What each part of a plan does: the rail, the five sections, the top bar on both surfaces, the Appendix, plan settings, the staging bar, and feedback.
- [How Hazel visualizes data](https://docs.hazel.ai/guides/financial-planning/the-plan/how-hazel-visualizes-data.md): Hazel picks a visual for the argument the plan needs to make. What each family of form is for, and how to ask for a different one.
- [Levers and scenarios](https://docs.hazel.ai/guides/financial-planning/the-plan/levers-and-scenarios.md): Move a control and the figures it feeds recalculate in front of you. Where levers live, what moving one does, how to put it back, how to make a moved value stick, and when to ask for a comparison.
- [Changing a plan with chat](https://docs.hazel.ai/guides/financial-planning/the-plan/changing-a-plan-with-chat.md): Where to ask, how specific to be, what Hazel pushes back on, and what comes back.
- [Editing a plan directly](https://docs.hazel.ai/guides/financial-planning/the-plan/editing-a-plan-directly.md): Rewrite the plan's prose in your own words: what carries a pencil, how to keep an edit or drop one, why a figure cannot be typed over, and what survives afterwards.
- [Versions and regenerating](https://docs.hazel.ai/guides/financial-planning/the-plan/versions-and-regenerating.md): Nothing is overwritten. How to step through a plan's history, which buttons create a version, and when to regenerate.
- [Sharing and delivering](https://docs.hazel.ai/guides/financial-planning/the-plan/sharing-and-delivering.md): Getting a plan to the client: the PDF export, presenting live, and the two firm-wide rules behind anything client-facing.
- [Visual reference](https://docs.hazel.ai/guides/financial-planning/the-plan/visual-reference.md): Every block Hazel can put in a plan, what each one says, and what it needs to work.
- [Planning settings](https://docs.hazel.ai/guides/financial-planning/settings/overview.md): Set how your firm builds plans once, in Settings → Planning: Plan templates, Client personas, and the two assumption editors.
- [The base template](https://docs.hazel.ai/guides/financial-planning/settings/base-template.md): Your firm's default plan: your plan shape, house instructions, firm-specific planning assumptions, and the guardrails no plan may cross.
- [Client personas](https://docs.hazel.ai/guides/financial-planning/settings/personas/overview.md): Describe the client types your firm plans for once, so Hazel matches each household to the right one and builds the plan that fits.
- [Default templates](https://docs.hazel.ai/guides/financial-planning/settings/personas/default-templates.md): The three Client personas your firm starts with: HENRY, Pre-Retiree, and Retiree / Decumulator. What each one emphasizes, what it changes, and which ones to keep.
- [Creating a persona](https://docs.hazel.ai/guides/financial-planning/settings/personas/creating-a-persona.md): Add a Client persona of your own: pick a starting template, name it, write the description Hazel matches households against, then give it instructions and a plan design.
- [Instructions](https://docs.hazel.ai/guides/financial-planning/settings/personas/instructions.md): Your firm's house guidance for how Hazel writes plans, as an ordered list: what belongs in it, which list runs when a persona matches, how to write entries Hazel can act on, and how the editor behaves.
- [Strictness](https://docs.hazel.ai/guides/financial-planning/settings/personas/strictness.md): How closely Hazel follows your plan design: Exact, Guided, or Flexible, and how to tell which setting a plan was built on.
- [Inheritance and re-syncing](https://docs.hazel.ai/guides/financial-planning/settings/personas/inheritance.md): How to tell whether a persona follows your base template or has a design of its own, and how to put it back on the base.
- [Plan design](https://docs.hazel.ai/guides/financial-planning/plan-design/overview.md): Set the shape every plan starts from, and read the design your firm already has.
- [Using the layout editor](https://docs.hazel.ai/guides/financial-planning/plan-design/using-the-editor.md): The Design layout editor: the rails, the canvas, Sample data, adding and removing, undo, zoom, and saving.
- [Sections and tabs](https://docs.hazel.ai/guides/financial-planning/plan-design/sections-and-tabs.md): Top-level sections, the tabs inside them, and how to add, order and name each one.
- [Modules](https://docs.hazel.ai/guides/financial-planning/plan-design/modules.md): How to add a module, remove one, build your own, and what leaving one out means.
- [Block settings](https://docs.hazel.ai/guides/financial-planning/plan-design/block-settings.md): A pinned heading, instructions for that block alone, when it shows up, and the one case it may be skipped.
- [Module reference](https://docs.hazel.ai/guides/financial-planning/plan-design/module-reference.md): All nineteen modules Hazel ships: what each adds, where it lands, and what a household's data needs for it to have something to say.
- [Solver assumptions](https://docs.hazel.ai/guides/financial-planning/assumptions/solver-assumptions.md): Your firm's planning policy in one place: probability, fees and taxes, and decumulation strategy.
- [Market assumptions](https://docs.hazel.ai/guides/financial-planning/assumptions/market-assumptions.md): The return, volatility, inflation and tax figures every plan is built on: how your firm edits the set, how much detail to model, and how a plan shows which figures it used.
- [Guardrails](https://docs.hazel.ai/guides/financial-planning/assumptions/guardrails.md): Your firm's never-do list: the rules nothing overrides. What ships turned on, how to write your own, and where a plan records them.
- [Assumptions reference](https://docs.hazel.ai/guides/financial-planning/assumptions/reference.md): Hazel's shipped value for every planning assumption, what it drives, and which layer can change it.
- [Best practices](https://docs.hazel.ai/guides/financial-planning/best-practices.md): The habits behind plans that need fewer corrections: firm setup, household data, the brief, the audit, settings upkeep.
- [Troubleshooting and FAQ](https://docs.hazel.ai/guides/financial-planning/troubleshooting-and-faq.md): Match what you are seeing to the symptom, and get the answers advisors and firm owners ask most.
- [Glossary](https://docs.hazel.ai/guides/financial-planning/glossary.md): Plain-English definitions for the words the Financial Planning Agent uses, from plans and versions to templates, strictness and assumptions.
- [How Hazel’s notetaker works](https://docs.hazel.ai/guides/meeting-assistant/overview/how-it-works.md)
- [Set Yourself Up For Success](https://docs.hazel.ai/guides/meeting-assistant/overview/set-up-for-success.md)
- [Preparing for a Meeting](https://docs.hazel.ai/guides/meeting-assistant/preparing-for-a-meeting.md)
- [Recording a Meeting](https://docs.hazel.ai/guides/meeting-assistant/recording-a-meeting.md)
- [Debriefing a Meeting](https://docs.hazel.ai/guides/meeting-assistant/debriefing-a-meeting.md)
- [Performance Dashboard](https://docs.hazel.ai/guides/meeting-assistant/meeting-details/performance-dashboard.md)
- [Default Meeting Types](https://docs.hazel.ai/guides/meeting-assistant/meeting-types/default-meeting-types.md)
- [Adding Meeting Types](https://docs.hazel.ai/guides/meeting-assistant/meeting-types/adding-meeting-types.md)
- [Customizing Meeting Types](https://docs.hazel.ai/guides/meeting-assistant/meeting-types/customizing-meeting-types.md)
- [Overview](https://docs.hazel.ai/guides/modes/overview.md)
- [Custom Modes](https://docs.hazel.ai/guides/modes/custom-modes.md)
- [Tax Planning](https://docs.hazel.ai/guides/modes/tax-mode.md)
- [Billing](https://docs.hazel.ai/guides/settings/billing.md)
- [Integrations](https://docs.hazel.ai/guides/settings/integration-settings.md)
- [Meeting Settings](https://docs.hazel.ai/guides/settings/meeting-settings.md)
- [Roles and Permissions](https://docs.hazel.ai/guides/settings/members/roles-and-permissions.md)
- [Owner / Admin Capabilities](https://docs.hazel.ai/guides/settings/members/owner-capabilties.md)
- [Managing Teams](https://docs.hazel.ai/guides/settings/members/managing-teams.md)
- [Overview](https://docs.hazel.ai/guides/integrations/overview.md)
- [Altruist](https://docs.hazel.ai/guides/integrations/custodians/altruist.md)
- [Google](https://docs.hazel.ai/guides/integrations/calendar-and-emails/google.md)
- [Outlook](https://docs.hazel.ai/guides/integrations/calendar-and-emails/outlook.md)
- [Wealthbox](https://docs.hazel.ai/guides/integrations/crms/wealthbox.md)
- [Redtail](https://docs.hazel.ai/guides/integrations/crms/redtail.md)
- [Salesforce](https://docs.hazel.ai/guides/integrations/crms/salesforce.md)
- [Quivr](https://docs.hazel.ai/guides/integrations/crms/quivr.md)
- [HubSpot](https://docs.hazel.ai/guides/integrations/crms/hub-spot.md)
- [FAQ](https://docs.hazel.ai/guides/help/faq.md)
- [Troubleshooting](https://docs.hazel.ai/guides/help/troubleshooting.md)
- [Privacy & Security](https://docs.hazel.ai/guides/help/privacy-and-security/privacy-and-security.md)
- [Zero Data Retention](https://docs.hazel.ai/guides/help/privacy-and-security/zero-data-retention.md)
- [Go to Trust Center](https://docs.hazel.ai/guides/help/privacy-and-security/go-to-trust-center.md)
- [Go to Security Page](https://docs.hazel.ai/guides/help/privacy-and-security/hazel-security-page.md)
- [Pricing](https://docs.hazel.ai/guides/help/hazel-pricing-page.md)
- [Demo](https://docs.hazel.ai/demo.md)
- [Webinars](https://docs.hazel.ai/resources/webinars-and-podcasts/webinars.md)
- [Podcasts](https://docs.hazel.ai/resources/webinars-and-podcasts/podcasts.md)
- [Financial Planning](https://docs.hazel.ai/resources/prompt-library/financial-planning.md)
- [Ask Hazel](https://docs.hazel.ai/resources/prompt-library/ask-hazel.md)
- [Prompting Tips & Tricks](https://docs.hazel.ai/resources/prompt-library/prompting-tips-and-tricks.md)
- [Agenda](https://docs.hazel.ai/resources/prompt-library/meeting-types/agenda.md)
- [Reminder Email](https://docs.hazel.ai/resources/prompt-library/meeting-types/reminder-email.md)
- [Meeting Notes](https://docs.hazel.ai/resources/prompt-library/meeting-types/meeting-notes.md)
- [Follow-up Email](https://docs.hazel.ai/resources/prompt-library/meeting-types/follow-up-email.md)
- [Modes](https://docs.hazel.ai/resources/prompt-library/modes.md)
- [Release Notes](https://docs.hazel.ai/release-notes.md)

## Optional

- [Trust Center](https://trust.hazel.ai/)