Sandbox release disclaimer: Some content in this article outlines how to use functionalities that will be publicly released to all clients at the end of April 2026. If you see differences between this article and your platform, check back at that time. Learn more about the release cycle.

Introduction

Harmony is a conversational AI experience available to all platform users. It brings together search, content discovery, and platform guidance into a single unified panel, accessible from the platform header. 

Users can ask questions in natural language and receive AI-powered answers sourced from platform content, or ask Harmony to suggest learning content to explore. Superadmins and Power Users with the Harmony Copilot permission can also use Harmony for contextual platform guidance, step-by-step task instructions, and administrative support.

A fully featured Harmony panel includes a history panel to refer back to and resume previous conversations.

Users can also still perform conventional keyword searches, to receive a list of relevant results that can be richly filtered–for example by content type, language, or date–to more easily locate the desired items.

This article explains how to use Harmony once it has been enabled on your platform. If you are a Superadmin or Power User looking to enable or configure Harmony, see Enabling Harmony.

The Harmony experience 

When Harmony is enabled, in place of the legacy search field with magnifying glass, users will see the new Search or ask a question field in the platform header. Here they can: 

• Enter conventional search keywords
• Ask a question in natural language
• Click the Harmony  icon to directly open the Harmony panel

Note that if you are operating in Preview mode (Harmony is visible only to you), you will see this indicated in the search field.  

Conversational or keyword search 

Starting from the search field, you can do both conversational and traditional searches. In the search field, just type either some keywords or a question in natural language, then click Submit. 

The system will automatically determine whether your whether your request was in question form or keyword-based. Depending on this, the Harmony panel will open with your answer, or you will be taken to a search results page. 

Harmony chat window	Search results page
The response you see in the AI chat window will include links to the platform content from which the answer was sourced. You can click these to consult them directly. You can also ask a follow-up question  and use the Knowledge sources filter to narrow down which sources the AI should reference. → For more information see the chapter Harmony chat window	The search results page will directly list links to the platform content relevant to your query. You can use the filters on the right to narrow down what types of content (for example, only content in which you are enrolled, only informal assets, or only Q&A and discussions) should be displayed in the results. → For more information see the chapter Search results page

You can also manually direct the system–irrespective of your query type–to go to an AI response or the Search results page. To do this, enter your search query into the field and, before clicking Submit: 

• Click the Ask Harmony bar to go directly to the Harmony panel
• Under the suggested content, Click View all results to go directly to  the Search results page. 

The Harmony panel

The Harmony panel is where you can ask conversational questions and get answers sourced from platform content. Instead of clicking on and looking through different search results, Harmony will summarize the relevant information, also providing reference links to relevant platform content.

Please note: Harmony chat provides answers referencing only the supported platform content that is also visible to the user. For more information see the chapter Content used for Harmony responses.

You can switch between two view modes using the icons in the top right corner of the panel:

• Panel view: a side panel that keeps your platform content visible alongside the rest of the platform. Click the Panel view icon to switch to this mode.
• Immersive view: a full-screen view for focused sessions. Click the Immersive view icon to switch to this mode.

Please note: The platform remembers your last view selection and applies it as the default the next time you open Harmony. You can switch modes at any time using the same icons.

Open Harmony

You can open the Harmony panel in various ways:

From the search bar

The search bar gives you access to both search results and the Harmony panel:

• When you start typing a search query, click Ask Harmony to jump directly to the Harmony chat window
• When you start typing a query, click Ask next to any suggested content, to jump to a chat about that item.
• From the search results page, you can similarly click Ask next to any content item, to jump to a chat about that item.
• When you type a question-form request into the Harmony search field and click Submit, you will automatically receive an answer in the Harmony chat window.
• Click View all results if you want to go to the search results page.

From the Harmony icon

You can also open the Harmony panel directly by clicking the Harmony icon in the top right corner of the platform. When opening Harmony this way, the panel opens in chat mode — keyword search and search results routing are only available from the search bar.

Provide feedback for answers

After the Harmony search completes a reply, use the thumb-up and thumb-down buttons to provide your feedback on the answer you received. 

When you select thumbs down, a panel will open to provide more details on why you are not satisfied with the answer. 

Please note: Feedback provided through the thumbs up and thumbs down buttons is collected anonymously and used internally by Docebo to improve Harmony. It is not shared with other administrators or used to provide customer support.

Ask follow-up questions

When you get a response from Harmony, it will include links to the relevant platform content on which this answer was based. You can click any link to consult the source material directly. 

You can also continue the chat, and ask further questions to clarify the original answer. 

Ask about a specific piece of content

Instead of clicking on and examining a particular piece of content, you can just ask questions about it in Harmony. You can do this from a new conversation or from an ongoing chat. 

• In the input field, click Knowledge sources and select the piece of platform content you would like to chat about. 
  → You can use the search field to help you find a particular item
• You can repeat this action to select up to 10 pieces of content
• Then type your question and click the Send button

Harmony will give you an answer referencing only the content that you specified.  

Start a new conversation 

At any time, you can initiate a new harmony chat by clicking the + (New chat) button in the left panel. You may want to do this to clear the context of your preceding conversation when switching to a new topic. 

Resume previous chats 

To review or resume a previous conversation, click the History button in the top left corner to open the History panel. Here you can see your previous chats in reverse chronological order. 

• Click on any chat to view or continue it

You can also organize your chat history by renaming specific chats or deleting the ones that are no longer needed:

• Click the ellipsis icon alongside a chat and then select the desired action: Delete to remove the conversation from your history, or Rename to give it a different title in the panel for ease of reference.

Please note: Your conversation history is visible only to you (or to administrators who can log in with your account), and is retained for a maximum of 90 days. Chats that you do not interact with for more than 90 days will be automatically deleted from the system.

Find learning content

In addition to asking questions, you can ask Harmony to suggest learning content using natural language. When Harmony detects that you are looking for content to explore rather than a specific answer, it automatically routes your request to the content discovery agent, which returns a ranked list of relevant learning items.

For example:

• "Can you suggest courses about leadership?"
• "Show me advanced AI videos in Spanish."
• "I want to learn more about project management — where do I start?"

Harmony can only suggest content that exists in your platform catalog: if no relevant content is available, no results will be returned. Results are presented as a ranked list with a direct link to access each item. Results include all content types available in your catalog and are filtered according to your catalog entitlements, so you only see content you are authorized to access.

You can refine results by continuing the conversation. For example, after asking for "marketing" courses, you can follow up with "Show me the advanced ones" and Harmony will apply the context of the previous exchange. You can also filter by language or content type directly in your query (for example, "Show me Spanish videos only").

Content used for Harmony responses

To ensure that Harmony chat operates only on recent, relevant and fully supported content, avoiding incomplete or inaccurate responses, AI answers are based on a controlled and curated set of data. 

AI answers will be based on the platform content that: 
- is one of the supported content types 
- has a good-quality transcript available
- is relatively recent, see the date requirements for referenced content 
- and that is also accessible to the user according to the criteria set out in User-visible content for AI chat. 
→ Note that the content eligibility and user visibility rules for AI chat are more stringent than those that apply for traditional keyword search.

Please note: In addition to using eligible platform content, some Harmony responses may include general AI knowledge not directly drawn from platform content. 

Supported content types for AI processing

The supported content types are set out in the following table.

✴Private content (content requiring authentication to be accessed) is not supported

Please note: Other content types not listed in this table are not supported for AI answers. These include: Assignment, Docebo Learning Impact (DLI), LTI, Observation checklist, Survey, Test, Elucidat, archive, Playlist, shape, AICC and TinCan (xAPI).

Transcript available 

In addition to being a supported content type, the content must also have an actual generated transcript. For example, if a video is a supported type but contains only background music and no speech, no transcript will be generated, and therefore it will not contribute to AI-generated answers.

In addition: 

• The transcript must be clear and complete enough to be processed effectively
• The transcript must contain at least 30 words. If it is shorter than this threshold, it will not be usable in AI answers.
• Transcripts are not generated for private content (requiring authentication to access)
• It may be difficult to generate transcripts from certain SCORM content created with authoring tools that embed text directly into programming files or compress images to a degree that prevents accurate Optical Character Recognition (OCR).

Date requirements for referenced content

To avoid referencing outdated or obsolete content, AI answers will reference only training materials or assets (of supported type with transcript) that also meet at least one of the following timeliness criteria:  

• Added to the platform in the year 2025 or later
• Accessed at least once since January 1, 2024
• (only for training materials) Belongs to a course or learning plan that was completed in 2025 or later

These rules now apply to all supported content types, including SCORM packages and Creator lessons. 

Tip: Remember that, in addition to the content requirements discussed so far, any individual AI response to a user will use only the subset of supported content that is visible to that particular user, according to the rules set out in the chapter User-visible content for AI chat.

User-visible platform content for AI chat

To ensure that AI responses reference only content which the user can readily consult, the AI chat (and source citations) will use only the subset of eligible platform content (of supported type, with transcript, and recent) that is also accessible to the user according to the following rules: 

Learners:

• Courses and learning plans: By default, AI answers are based on content of published courses in which the user is actively enrolled (not in Expired, Archived, or Waiting list status).The content must not be Locked or have any unmet prerequisites.
  → You can enable Allow catalog content in responses to let AI answers also reference free catalog content that is available for self-enrollment to the user, even if the user is not yet enrolled.
• Assets and channels: AI answers are based exclusively on assets belonging to channels which the user can access, or on assets which the user has shared. 

Tip: The specific requirements for referencing non-enrolled content are as follows: 

• The course is free (or the e-commerce app is not active)
• The course belongs to at least one catalog that the user can access

The catalog options of the course are set so that the course is visible and available for direct self-enrollment without any intervention by an administrator: 
Course visibility in catalogs: “Show the course in internal and external catalogs” or “Show the course in internal catalogs only”
Course self-enrollment: “Self-enrollments are available”, or “Self-enrollments are available during a specific time period” and we are currently within that period
Course enrollment policy: “Self-enrollment”

Power Users:

• For Power Users, the same rules apply as for learners. 

Superadmins:  

• Superadmins will receive AI answers from all content on the platform, unless the content is part of an Unpublished course. 

Search results page

The search results page is where you can view the links to the content found when you perform a keyword type search. 

It operates with the same logic as the legacy global search. In particular: 

• The content areas displayed in the search results page are controlled by the platform advanced settings for global search.  For details see the chapter Search result content areas.
• Compared to AI answers, the keyword search can return a wider array of results. For example, if the Courses and learning plans content area is enabled, results can include content in which users are not enrolled, provided it would be visible to them in the platform’s Course catalogs page. 
  → For more information see the chapter Visibility rules for keyword search results

In all cases, the search is carried out only on Published courses and does not take into account courses Under Maintenance, or the content inside them. 

• For information about what content fields are searched see the legacy global search article > Which search criteria should I use?
• For information about how the results are sorted see the legacy global search article > How are search results sorted?

Access the search results page 

The search results page can be accessed in the following ways: 

• You will automatically reach the conventional search results page when you enter a keyword-type query and click Submit.
• You can also manually go to the search results page–irrespective of query type–by clicking the View all results link at the bottom of the suggested content. 

→ The View all results link is always visible, irrespective of the type of query you are typing. If you click it after having typed a conversational query, you will go to the search results page.

View search results by content area  

On the right hand side of the search results page, you can click one of the navigation items to narrow down which results are displayed. These let you browse the results grouped by content area. 

• For example, click My enrollments to see only results from courses or learning plans in which you are enrolled.
• You can only select one content area at a time. 

→ The content areas available in the search results depend on the global search advanced settings configured on the platform. If a particular content area has been disabled in those settings, its content will be entirely excluded from the search results.

Search result content areas

The content areas that are included in the search results are configured in Admin menu > Advanced settings > Global search. There, you can select the check-box next to each content area that should be displayed on this page, and also set their ordering. These are the same settings that control the tabs in legacy global search. 

• If you disable a particular content area (for example, Assets) then results from that area will be entirely excluded from the search results page. This means that, even on clicking All results, results from that area will not be displayed.
• For example, if you want users to see only search results from their enrolled courses, you can disable Courses and learning plans and Lessons, and leave the My enrollments content area.

Please note: These content area settings apply only to the search results page. They do not affect AI chat answers which follow different visibility rules.

The following table describes the content areas you can select in Advanced settings. Note that the names of some areas change when you switch from Harmony to legacy search.

Harmony search content area	Results shown	Legacy name of same content area
	No filter applied. The page displays results from all the enabled content areas	All results
	Courses and learning plans in which you are enrolled. This is the same content that is visible to you in the My courses and learning plans page.	My courses and learning plans
	Courses or learning plans belonging to catalogs that are visible to you as a learner, even if you are not enrolled. This is the same content that is visible to you in the Course catalogs page.	Course catalogs
	Lessons belonging to any course that is visible to you as a learner, even if you are not enrolled. The search is carried out also on the training material tags and on its transcript.	Training materials
	Informal user-contributed learning assets (such as PDFs, images or videos) that are visible to you, either because uploaded by you, or because published in a channel that is visible to you.	Assets
	Any results that are questions & answers for which you have visibility, meaning the question was asked in a channel that you can view or a course in which you’re enrolled.	Questions and answers
	Any results from Communities in the platform	Communities

Search only within (content areas)

When you type a query into the search field, before clicking Submit you also have the option to click one of the Search only within buttons, to focus your search on a particular content area.  

When you do this, the suggested content list will be automatically filtered to show only content from the selected area.

And when you click submit the search results page will open already navigated to the selected content area.
→However you can still click other navigation items to view results from other content areas.

Note: The content areas you can choose to search within are the same ones shown in the right-hand navigation of the search results page. See the chapter View search results by content area.

Filter and sort your results within a content area

When viewing search results within a particular content area, you can apply specific filters to further narrow down your results, and set how you want the results to be sorted. 

→ The available filters and sort options are specific to each content area, and are the same ones that exist in the corresponding tabs of the legacy global search.

Note that filters and sort options are not available when you select to view All results. 

Ask about a specific search result 

From the search results page, instead of clicking on a link to examine that content, you can opt to directly ask questions about that material in Harmony. 

To do this, hover over the result link that interests you and click the Ask button that appears alongside. This will take you to the Harmony panel with that content already selected as a knowledge source. 

Note: The Ask button will only be available for content that can be used in a Harmony chat. See the chapter Content used for Harmony responses. For example, conventional search results may include courses in which you are not enrolled, but these cannot be used as a knowledge source for your AI answers. 

User visibility rules for keyword search results

The results returned by keyword search are limited to the content areas that are enabled in the global search settings.  And this applies platform-wide. 

In addition to this, the results returned to any individual user will be further restricted by visibility, meaning users only get links to content they are allowed to see.  
→ For example, in the Courses and learning plans content area, a learner will see only the content that would anyhow be visible to them in the platform’s Course catalog page.

The specific visibility rules that apply for search results depend on the user’s level: 

• Superadmins: Visibility of all platform content, within the enabled content areas. If a content area is excluded from global search, results from it will not be returned, even to Superadmins.
• Normal users: Within the enabled content areas, normal users can see all the content of which they have visibility as learners. For example, courses in which they are enrolled, assets in channels visible to them, content of catalogs that they are assigned to see, etc.
• Power Users: Within the enabled content areas, Power Users can view any content assigned to them as a resource and manage it as a Superadmin. For instance, if a learning plan completion flow includes prerequisites, the Power User will bypass them and access any course from the global search. In addition, Power Users also have the same visibility as normal users.
• Instructors: Within the enabled content areas, Instructors can view all content in the courses that they are assigned as instructors. In addition, Instructors also have the same visibility as normal users.

Other visibility notes:

• After a user enrolls in a course or learning plan from the Course catalogs tab, due to platform caching it may take a few minutes for that content to appear on the My courses and learning plans page, and hence in the My enrollments search results.
• When filtering search results for skills, users will only see the skills they have visibility on.

For Superadmins and Power Users 

The following capabilities are available to Superadmins and to Power Users who have been granted the Harmony permission on their Power User profile. For information on how to grant this permission, see Enable Harmony > Granting Harmony access to Power Users.

The Harmony panel for Superadmins and Power Users

Access the Harmony panel by clicking on the Harmony icon in the platform header. When you open the panel, Harmony automatically displays some suggested prompts relevant to your current page, helping you get started quickly without having to think of a question on your own. The suggested prompts automatically refresh as you navigate to different pages in the platform, ensuring the help you receive is always relevant to your current context.

You can start the conversation by using one of the suggested prompts or by typing a question in the text area. Prompts can be up to 500 characters long.

To explore all available prompts for your current page, click the View all suggestions button in the conversational panel. This opens a dedicated view with a complete, scrollable list of all contextual prompts available for the page. You can use the search or filtering options to find the right prompt for your task. When you select a prompt from this list, the system returns to the main conversational panel where you can modify the prompt or send it directly to start the conversation with Harmony.

After Harmony completes a reply, you can follow up with additional questions on the same topic or start a new chat on a different topic by clicking + (New chat) in the top left corner of the panel. You can also copy the answer content by clicking the Copy button located below the answer.

Click History to retrieve past conversations and resume them if needed.

Please note: Your conversation history is visible only to you (or to administrators who can log in with your account), and is retained for a maximum of 90 days. Chats that you do not interact with for more than 90 days will be automatically deleted from the system.

Selecting an agent 

By default, Harmony uses automatic routing to determine the most appropriate agent for your request. However, you can explicitly select a specific agent by clicking on the Agents icon in the text area.

When you click the icon, a menu displays the agents available for your role:

• Auto: Harmony automatically analyzes your prompt and routes it to the most suitable agent.
• Search: Ask questions about platform content or ask Harmony to suggest learning content to explore.
• Platform guidance: Get help with platform tasks, step-by-step instructions, and best practices. Available to Superadmins and Power Users with the Harmony Copilot permission only.

You can also select an agent by typing "@" followed by the agent name (e.g., @Search) in the text area. As you type, Harmony highlights the corresponding agent in the menu. Next, type your question.

Working with Harmony

Harmony is designed to help you in your daily activities, such as:

• Contextual help: The Platform guidance agent navigates you through the task you are trying to accomplish with step-by-step guidance on how to perform actions. Also, ask it about best practices, tips and tricks, and industry trends.
  • Prompt example: "Which is the best way to archive enrollments?"
• Platform navigation: Harmony proactively offers to navigate you to the right section of the platform.
  • Response example: "Would you like to be redirected to the Course management page to explore available options or create a custom webhook?"
• Brainstorming: Ask for suggestions for new learning initiatives, content formats, or engagement strategies.
  • Prompt example: "Can you suggest creative ideas for a gamification program?"
• Content creation and copy: Ask Harmony to generate emails, notifications, summaries, course titles, course descriptions, and documentation.
  • Prompt example: "Can you help me write the title and the description of a course on phishing?"
• Enhanced communication: Harmony can refine the tone and style of your communications.
  • Prompt example: "Rewrite the previous notification to convey maximum urgency for the deadline. Start it with a strong call-to-action verb."
• Multilanguage and translations: By default, Harmony communicates in your selected language. However, you can request it to respond in a different language during any conversation. In addition, it can translate its replies on demand.
  • Prompt example: "To unlock your certificate, complete the final review step of this learning plan. Make it sound more motivating and put it in French."
• Search content and discover learning materials: The Search agent supports two use cases: answering questions based on platform content, and discovering learning materials to explore. Ask Harmony to suggest courses or training materials — it returns a ranked list with direct links. You can refine results through follow-up queries and filter by language or content type.

Note for Power Users: All Harmony capabilities described are permission-aware. This means that Harmony will only operate within the platform areas and resources assigned to your profile. If you ask for guidance on a feature or resource you do not have access to, Harmony will explain the limitation and suggest contacting your Superadmin.

Harmony knowledge sources

To provide accurate and contextually relevant assistance, Harmony relies on its general knowledge and on curated sources of information about the Docebo platform:

• The Docebo knowledge base is the primary reference source for Harmony as it offers official documentation and support articles that span the full range of Docebo features, configuration settings, troubleshooting steps, and recommended best practices.
• The Product updates page ensures that Harmony responses remain current and trustworthy.
• Docebo Community guides offer curated tutorials that Harmony leverages as an additional knowledge source.

By combining these complementary sources, Harmony provides accurate, official responses and, beyond answering questions, helps you continuously improve your platform experience.

In addition, Harmony relies on the same platform sources as the Search agent to support you in retrieving information about platform content. Find out more.