Harmonix is a comprehensive SaaS platform for creating AI-powered agents with custom knowledge bases. Businesses can build intelligent AI employees that answer questions using uploaded documents and connected APIs, with source citations.

Adding Knowledge to Your AI Employee

There are three ways to add knowledge. All content is chunked, embedded, and retrieved with source citations at chat time.

1. File Upload

Upload one or more files in a single drag-and-drop. Supported formats: .pdf, .docx, .txt, .csv, .md. Maximum 10 MB per file. Unsupported types (.xlsx, images, .zip, etc.) are blocked at the upload dialog with a clear error message so you never wait through a broken upload.

2. URL & Sitemap Import

Scrape any public webpage or bulk-import from a sitemap. Click Add URL and paste the address, or Import Sitemap with a sitemap.xml URL to ingest an entire site at once.

3. Manual Text

Paste content directly via Add Text. Useful for FAQs, policies, or short answers that don't warrant a full document.

Confidentiality

The agent is hard-coded to refuse enumeration attempts like "list all files", "how many documents", or "show me your first document". These prompts are caught before retrieval, so the AI never receives file names for meta questions — and never leaks them to visitors.

Defining AI Employee Behavior

Rules are instructions that control how your AI agent responds. Unlike the system prompt, rules are specific directives.

Example Rules

• "Always greet users by name if they provide it"
• "Never discuss competitor products"
• "If asked about pricing, offer to schedule a call with sales"
• "Keep responses under 3 sentences unless asked for more detail"

Rules at the top have higher priority when conflicts occur.

Session Policy

Harmonix follows the same session model as GitHub, Linear, and Vercel:

• 14-day inactivity window. If you don't use the app for 14 days, you're signed out.
• Sliding renewal. The session only extends when it has 7 days or fewer left, so active users stay in without the "never expires" feeling.
• 30-day absolute cap. No matter how active you are, every session forces a fresh sign-in after 30 days.
• Multi-tab safe. Opening a new tab reads the same session so you don't bounce back to the login page.

Trusted Devices

Every device you sign in from is tracked under Settings → Security → Trusted Devices. From there you can:

• Star a device to mark it trusted — future sign-ins from that device skip the "new device sign-in" email alert.
• Un-trust a device to make future sign-ins from it trigger an alert again.
• Revoke a device to instantly sign out every active session on that fingerprint. Handy for a lost phone or a shared laptop.

You can't revoke your current device — use the standard Sign Out button for that.

Active Sessions

The Active Sessions card lists every browser you're currently signed in on. Use Sign out of all other devices to keep your current session and drop every other one at once.

New Device Sign-In Alert

The first time an unrecognised device signs into your account you'll receive an email at your registered address showing the approximate location, browser, and time. Trusting the device silences future alerts for it.

Role Permissions (Sub-admins)

System admins can invite sub-admins and grant fine-grained access via Admin → Users → Shield icon. Per-user permission overrides layer on top of the assigned role — so you can grant one moderator write access to Roles without promoting them to full System Admin.

Connecting External Systems

Harmonix hooks into your stack in three ways: outbound webhooks (fire when events happen), inbound API calls to enrich agent responses, and native channel connectors (WhatsApp, Slack, etc.). Webhooks are configured per-agent under the Integrations section — the older "Add URL" knowledge tab has been retired.

Outbound Webhooks

1. Open your agent's Integrations tab
2. Click Add Webhook and paste your endpoint URL (must be HTTPS)
3. Select the events you want to receive
4. Use Send Test to verify your endpoint before going live

Available Events

• chat.session.started — a new conversation begins
• chat.message.received — a visitor sent a message
• chat.message.sent — the agent replied
• lead.created — a lead was captured into your CRM pipeline
• booking.created — a calendar appointment was scheduled
• document.processed — a knowledge document finished ingestion
• agent.activated / agent.paused — lifecycle events

Security

Every webhook body is signed with HMAC-SHA256 in the X-Harmonix-Signature header so your server can verify authenticity. Retries are automatic with exponential back-off; failed deliveries surface in the Integrations tab.

Common uses: sync leads into your CRM (Salesforce, HubSpot, Pipedrive), trigger Zapier / n8n workflows, or post to internal Slack channels.

Customizing Your Chat Widget

Make the chat widget match your brand by customizing its appearance.

Theme Options

• Primary Color: Main button and header color
• Secondary Color: Accent color for gradients
• Position: Bottom-left or bottom-right of the screen
• Border Radius: Sharp or rounded corners

Preview your changes in real-time with the Test Chat button.

Customizing Your Chat Widget

Go to your agent's Appearance tab to fully customize how the chat button looks on your website.

Widget Style

• Floating Button — A circle button at the bottom-right or bottom-left corner of the page. Classic and widely recognized.
• Side Tab — A vertical pill pinned to the right or left edge of the screen, centered vertically. Great for not covering page content at the bottom.

Chat Button Icon

Pick from 9 icon styles for your button:

• Chat — Classic message bubble (default)
• Bot — Robot icon to signal AI
• Support — Headphones for customer service feel
• AI — Sparkles for a modern, AI-forward brand
• Help — Question mark for information desks
• Phone — Phone icon for call-oriented businesses
• Friendly — Heart for wellness or care brands
• Premium — Star for high-end or rated services
• Fast — Lightning bolt for instant-response positioning

Button Label

Add an optional text label (up to 20 characters) such as "Chat with us", "Get Help", or "Book Now". The label appears next to the icon or in the side tab.

Embed Code

Your settings are automatically reflected in the embed code:

<script src="https://www.harmonix.info/widget.js" 
  data-chatbot-id="YOUR_ID" 
  data-api-key="YOUR_KEY"
  data-widget-style="side_tab"
  data-position="right"
  data-button-icon="sparkles"
  data-button-text="Chat now"></script>

Copy from the Deploy tab — it always reflects your latest settings.

Managing Your Leads Pipeline

The Leads section in the dashboard provides a full CRM pipeline to track and manage leads captured by your AI agents.

Pipeline Stages

• New: Freshly captured leads from conversations
• Contacted: Leads you've reached out to
• Qualified: Leads confirmed as good prospects
• Proposal: Leads with active proposals
• Won: Successfully converted leads
• Lost: Leads that didn't convert

CSV Lead Import

You can bulk import leads from a CSV file:

1. Click the Import dropdown on the Leads page
2. Select CSV Import
3. Upload your CSV file or download a template first
4. Map your CSV headers to lead fields (name, email, phone, company)
5. Choose whether to skip duplicates
6. Click Import to add all leads

Bulk Actions

Select multiple leads using checkboxes, then use the action bar to:

• Move to Stage: Bulk-move leads to any pipeline stage
• Export: Download selected leads as a CSV file
• Delete: Remove selected leads with confirmation

Creating an AI Employee with the Wizard

The 5-step guided wizard makes creating a new AI agent easy:

Step 1: Basic Info

Enter the agent's name, choose a template (Customer Support, Sales, Appointments, or Custom), and select the workspace.

Step 2: Knowledge Base

Upload documents or add URLs for the AI to learn from. Supports PDF, Word, and text files.

Step 3: Personality

Define the agent's system prompt, tone, and behavior rules. Set how it should respond and what topics to avoid.

Step 4: Theme

Customize the chat widget's colors, position, and branding to match your website.

Step 5: Deploy

Copy the embed code and add it to your website. Your AI agent is now live!

Legal Documents & Policies

Review our legal documents to understand how we protect your data and the terms of using Harmonix.

All payments are processed securely by Stripe. For any legal questions, contact legal@harmonix.info.