Hatz Activate is your AI-as-a-service rollout command center, built into the Hatz Admin dashboard. It's not a funnel you run once — it's a set of tools you keep coming back to for every customer: continuous activation. Scan for Shadow AI, refresh use cases, and regenerate resources as your clients adopt Hatz over time.
Who Has Access
Primary Admins, Admins, and Sales Users
  • Sales User is a new role available under Admin > Settings > User and Roles
  • Find Activate by going to admin.hatz.ai and clicking on Activate in the top nav bar
Screenshot 2026-08-04 at 7
Bring In Your Customers
Start by getting every customer into one place. Sync from HaloPSA, ConnectWise, or Autotask, or upload a CSV — all customers land in one table with status, source, and tenant match on each row, so you can tell at a glance who's already a Hatz tenant and who isn't.
From there, run enrichment to add industry, company size, and data exposure risk, giving you a fuller picture before you reach out.
Size the Opportunity
A Revenue Calculator estimates your potential earnings based on customer count, margin, and package, so you can gauge what's on the table as you work each account.
Readiness & Shadow AI — Start Conversations With Authority
A customer's readiness and risk don't stay fixed, so neither should your read on them. The 10-question AI readiness assessment isn't one-and-done. Retake it any time, and every attempt is saved, so you can see how readiness has shifted since the last conversation.
Shadow AI Scan works the same way: it shows how many devices are using free consumer AI tools, which tools, and how risky, and you can re-run it whenever circumstances change rather than relying on a single snapshot to stay ahead of Shadow AI creep over time after Hatz is deployed to the client.
Use Cases and Resources — Built for This Customer, Updated as You Learn More
Nothing here is static. Use Cases proposes AI opportunities targeted to each customer's business, and you can add context or regenerate them any time as you learn more about what they actually need.
Custom Resources turns that into something you can hand a customer, or use internally — a sales deck, one-pager, objection guide, or onboarding template, personalized with their info, your branding, and any "Context for AI" notes you've added.
If a draft isn't quite right, tell the AI what to change — the whole document or just one section — and it revises on the spot instead of making you start over.
Reach Out
Draft and send emails straight from Hatz, cc'd to yourself, with any custom resources attached — and each one is saved to the customer's record, so the outreach history stays with them instead of living in your inbox.
Helpful Links