How to Set Up a Project
A Project is the container for everything Harmony extracts from a specific business initiative — a product launch, a coaching programme, a quarterly review. It holds the Insight Definitions the AI runs, the Project Criteria that decide which conversations are in scope, the Teams whose conversations enter the project, the Language the AI works in, and the Project Knowledge the AI is given as context.
Projects live under Data Lake in the sidebar (the database icon, route /org/{slug}/insights).
Create a new project
To create a new project in Harmony, begin by navigating to the Data Lake section, which you’ll find in the sidebar with a database icon. Once you’ve opened Data Lake, look to the top-right corner of the header and click the + icon to start the project creation process.
At this point, Harmony presents you with up to three ways to proceed, depending on the configuration of your workspace. If the insights-wizard feature is enabled, you’ll see three distinct options on the choice screen. The first is the AI-powered Wizard: this guided assistant invites you to describe your business goal or initiative in plain English. Based on your input, Harmony automatically generates a project name and suggests a complete set of insight definitions that align with your intent. The Wizard walks you through three intuitive steps—Describe, Review, and Confirm—allowing you to refine both the name and the generated definitions before finalizing your project. This approach is especially useful if you’re starting with a new business goal and want a thoughtfully constructed set of definitions from the outset.
Alternatively, you can opt for Create manually. Choosing this path opens a blank project form, where you specify essential information such as the project’s name, the default language for AI analysis, the teams whose conversations should be included, and any background knowledge that will give the AI context. This method is ideal if you already have a clear vision of what definitions you want to use, or if you prefer to begin with a minimal project and add definitions gradually over time. After creating the project, you will add insight definitions one by one from the Configuration tab.
The third option, Add to existing project, is available when you want to enhance an ongoing project by leveraging the AI Wizard to suggest new definitions. In this case, you select an existing project, and Harmony analyzes its current setup to recommend additional insight definitions that could complement your project’s objectives. This way, your project can evolve in response to changing needs, without starting from scratch.
It’s worth noting that if the insights-wizard feature is disabled for your workspace, clicking the + button will take you straight to the manual project creation form, bypassing the AI Wizard choices.
When filling out the manual project form, you’ll be prompted to provide a few key pieces of information. The Name field is required and should be descriptive—try to summarize your business initiative clearly (for example, “Q3 Competitive Analysis”). The Language field is also required and will default to English (en), but Harmony supports several options, including German, Spanish, Mexican Spanish, Polish, and Brazilian Portuguese; this dictates which language the AI will use to generate insights. Assigning one or more Teams to your project is strongly recommended, as this defines which conversations will be analyzed under the project. Projects without any assigned teams are considered inactive and will not process conversations. Finally, there is the Project Knowledge field, where you can provide supplementary free-text context for the AI to use alongside every insight prompt. While optional, adding project knowledge will help the AI generate more relevant and accurate insights. For more about crafting useful project context, see the Project knowledge documentation.
Once you’re satisfied with your entries, click Create to complete the process. Harmony will then take you directly to the new project’s Reports tab. Keep in mind that this tab will remain empty until you define at least one Insight Definition for Harmony to analyze.
Tip: Harmony’s multilingual capabilities mean that teams can, for example, conduct calls in Spanish or Polish, yet have the analysis generated in English. This makes it easy for global organizations to measure and compare performance across different regions using one unified set of metrics.
Understanding the Project Page: The Six Tabs
After creating a project, you’ll find yourself on a page organized with a header and six main tabs, each serving a different purpose in managing and understanding your project’s setup and results.
The Reports tab serves as the main dashboard for your project. Here, you’ll see visual summaries (such as charts and lists) for each active insight definition. You can toggle between graphical and tabular views and download the project’s data as a CSV file.
The Configuration tab is where you add, rename, reorder, pause, or delete Insight Definitions. This is the heart of how Harmony knows what to analyze—see the Generating insights guide to learn how to configure these.
Within the Criteria tab, you can view and update the Project Criteria. These are filters used to decide which conversations are relevant to your project, ensuring only pertinent data is analyzed.
On the Teams tab, you’ll assign or edit the teams associated with the project. This is functionally equivalent to changing the teams from the project header and determines which group’s conversations are eligible for AI analysis.
The Revisions tab (available only if enabled for your workspace) allows you to trigger a “rerun” of project analysis for past conversations—useful if you add new definitions or need to recalculate insights on historic data. This tab is your entry point for managing project versions and seeing how changes would affect past results. For more on this, refer to Reports and exports.
Finally, the Basics tab lets you edit core project properties such as name, language, project knowledge, and assigned teams. This is also where you keep fundamental aspects of the project up to date.
Harmony keeps your navigation intuitive by always indicating the active tab in the page URL (e.g., ?tab=...). This means you can bookmark or share a link to a specific project tab for easy reference.
Project Status: Live, Inactive, Paused, and Archived
Unlike a simple static state, a Harmony project’s status is determined dynamically based on its setup and your management actions. There are four possible statuses you should know:
A project is considered Live (sometimes shown as “Active”) when it has at least one active insight definition and at least one team assigned, and it is neither paused nor archived. When your project is live, Harmony automatically runs insights on new conversations as soon as an assigned team’s meeting is completed.
If your project is Inactive, it means that either no active insight definitions exist, or no teams have been assigned to the project. In this state, Harmony won’t process new conversations for insights until you address the missing element—either by assigning teams or adding active definitions.
Projects can also be Paused. This is a manual action you take (for example, if you need to temporarily stop analysis on new conversations). While paused, no new insight runs are triggered, but all previously generated results are preserved and accessible. You can always resume the project when you’re ready for analysis to continue.
Finally, a project can be Archived. Archiving removes the project from the default Data Lake view, cleaning up your active workspace without deleting data. At any time, you can “Unarchive” the project, returning it to active use.
This dynamic status setup helps ensure that projects reflect your organization’s current needs and state, allowing for easy management as your priorities evolve.
Manage teams in a project
Harmony only analyses conversations whose conversation team is one of the project's assigned teams. To update the list:
- From the project header, click the team chips and pick teams in the dropdown.
- Or go to the Teams tab and edit the selection there.
If you're using Project Criteria to narrow the conversation set further, see Generating insights.
What's next
Once your project exists and has teams:
- Add Insight Definitions under the Configuration tab — see Generating insights.
- (Optional) Add Project Criteria under the Criteria tab to narrow which conversations the project runs on.
- Add Project Knowledge to give the AI helpful context — see Project knowledge.
- New conversations from the assigned teams will start producing insight results within minutes of finishing transcription. Past conversations are not back-filled automatically — see Reports and exports for how to re-run on existing data.