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Setup guide

Here is how to get started with Harmony today: create or access your account, complete the workspace setup wizard when it appears, connect your tools, and optionally install the desktop app.

Platform availability​

Harmony runs in the web app and in the desktop app.

  • Web app: Use app.heyharmony.com for the main workspace experience.
  • Desktop app: Available for macOS and Windows from heyharmony.com/download.
  • Linux and mobile: Not currently distributed as primary public apps.

Create or access your account​

There are three current account paths:

  • Direct sign-up with email, password, and a Harmony invitation code.
  • Google sign-in where Google is enabled for your email domain.
  • Admin-created account when a workspace admin creates your user from Workspace Settings → Users and shares credentials with you.

Direct sign-up is invite-only. If you don't have an invitation code or admin-provided credentials, contact your Harmony admin, sales contact, or support. The other SSO buttons you may see on the sign-in screen (Microsoft, Apple, generic SAML) are placeholders and don't currently complete authentication for self-serve users — Enterprise SAML SSO is configured separately as part of an enterprise contract.

Complete workspace setup​

After direct sign-up, Harmony opens a five-step onboarding wizard:

  1. Welcome: Start the setup flow.
  2. Name your workspace: Choose the organization name. Harmony creates the workspace slug automatically.
  3. What kind of work do you do?: Optionally choose a work type so Harmony can personalize setup.
  4. Setting up your workspace: Harmony creates the workspace, roles and permissions, billing setup, and final configuration.
  5. Sync your tools: Connect onboarding integrations if any are available in your deployment.

If you already belong to a workspace, Harmony skips onboarding and sends you to the workspace or workspace selector.

Connect integrations​

Use Marketplace from the workspace sidebar to connect tools.

  • Use Apps to browse and connect integrations.
  • Use Installed to manage active integrations.
  • Personal integrations, such as Google Calendar or Gmail, are connected from Marketplace.
  • Workspace integrations, such as CRMs or telephony platforms, are also connected from Marketplace and may require admin permissions.

If an OAuth popup is blocked, allow popups for Harmony and try again.

Connect your calendar​

Google Calendar is the only natively-supported calendar today, and you connect it per user from Marketplace → Apps → Google Calendar. Once connected and synced, upcoming events appear in the Meetings start view, and — if your workspace has auto-join enabled and the bot-auto-join flag is on for your account — synced events with supported meeting links can be evaluated for automatic Companion Bot scheduling. There is no native Microsoft Outlook / Microsoft 365 or Apple iCloud calendar integration; the standard workaround is to forward those calendars into Google.

Install the desktop app​

The desktop app is optional, but useful when you want to:

  • Record screen, system audio, microphone audio, or optional camera overlay locally.
  • Capture calls on platforms the Companion Bot does not support.
  • Use the floating Companion window while working in other apps.

Download it from heyharmony.com/download. The desktop app updates automatically from Harmony’s release service.

Start using Harmony​

After setup, common next steps are:

  • Open Meetings to record, upload, or browse conversations.
  • Open Companion to ask questions or start a new thread.
  • Open Workspace Settings to manage products, models, roles, teams, users, billing, API keys, and webhooks.
  • Open Marketplace to connect more apps or browse models.