Welcome to Hazel!

Hazel is designed to be your AI assistant — helping you prioritize, organize, and stay ahead of client needs. To unlock Hazel’s full potential, the first step is connecting your CRM and email. Once synced, Hazel brings in your client details and communications so it can highlight what matters most, when it matters most.

With Hazel connected, you’ll no longer spend time digging through CRM records or searching emails before a meeting. Instead, Hazel surfaces tasks, emails, and meetings that deserve your attention and organizes them on your Your Day, Prioritized page. You’ll also see this intelligence in Chat, the Notetaker, and Contacts.

By Setting up your CRM and Email, Hazel can…

• Pull together client history in seconds so you’re always prepared.
• Proactively highlight follow-ups, deadlines, and opportunities.
• Give you a daily prioritized view of tasks, meetings, and emails.
• Eliminate the need to jump between tools — everything lives in Hazel.

Onboarding

Getting started with Hazel is quick and simple. Watch this short video below and complete the steps below to unlock Hazel’s full potential.

hazelgetstarted4k.mp4

1. Sign in via Preferred Method

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Log in by selecting your email provider or Altruist SSO.