Introduction

Harmony is Docebo's conversational AI experience. It brings together multiple features that are enabled and configured independently:

• Search and content discovery— allows all platform users to ask questions, discover content, and perform keyword searches in a unified panel.
• Tutoring (Beta) — allows learners to use Harmony as a tutor inside courses and learning plans, with answers grounded on the learning content.
• Platform guidance— provides contextual platform guidance, step-by-step instructions, and administrative support for Superadmins and Power Users.

Harmony is available in all the platform-supported languages and is continuously evolving. Keep an eye on the Product updates page for newly supported capabilities.

This article explains how to enable and configure Harmony features. For information on how users interact with Harmony once it is enabled, see Harmony.

Accessing the Harmony configuration

You can access the Harmony configuration page in the following ways:

1. open the Launch pad page, locate the Harmony features section and click Configure next to one of the Harmony features
2. open the Configuration menu, locate the Platform setup and tools section, and select Artificial intelligence. Locate the Harmony card and click Configure.

Tip: You can also use the search bar in the header to quickly navigate to the Harmony configuration page by searching for Launch pad or Artificial intelligence.

Prerequisites

Doceboai.cloud domains

For the Harmony search page to load correctly, your firewall or network infrastructure must not be blocking the *.doceboai.cloud domains. Check with your IT department to ensure that *.doceboai.cloud domains are placed on the allow list.

Enabling and managing Harmony features

The Harmony configuration page contains one section per Harmony feature: Search and content discovery, Tutoring and Platform guidance. Each feature can be enabled or disabled independently using the dropdown at the top right of its section. The dropdown has three options:

• Disabled: the feature is not available to any user.
• Preview mode: only for you: the feature is enabled only for you, to test it before making it available to everyone.
• Enabled for all users: the feature is active for its intended audience (all users for Search and content discovery and Tutoring; Superadmins and Power Users with the Harmony Copilot permission for Platform guidance).

To enable or disable all Harmony features at once, click Enable all or Disable all at the top right of the Harmony configuration page (one option or the other will be shown, depending on the features’ enablement status).

Some Harmony features offer additional settings that further refine their behavior. The sections below describe each feature in detail.

Search and content discovery

Users can ask questions and get AI answers from platform content, and discover related learning resources. Set the availability of this feature using the dropdown at the top right of the card, and configure the following options:

• Allow general AI knowledge in responses: when selected, if platform content doesn't provide an answer, Harmony may use its general knowledge. Deselect to restrict responses to the indexed platform content only.
• Allow catalog content in responses: when selected, answers will also draw from free catalog content visible to the user. Deselect to restrict responses to the courses and learning plans in which the user is actively enrolled.

Learn more on the content used for Harmony responses.

Tutoring

Users can ask questions, get clear explanations, and receive helpful suggestions about the course or learning plan they are viewing. Set the availability of this feature using the dropdown at the top right of the card, and configure the following option:

• Allow Tutoring in all courses and learning plans by default: when selected, Harmony tutor is automatically active on all courses and learning plans. When deselected, Harmony tutor must be enabled explicitly from the details section of each course or learning plan.

The setting defined here acts as the default for every course and learning plan on the platform. Administrators can override the default on individual courses and learning plans — see Configuring the course player and Managing learning plans’ properties.

Platform guidance

Superadmins and Power Users can get contextual platform guidance, step-by-step instructions, and administrative support from Harmony. Set the availability of this feature using the dropdown at the top right of the section.

Granting Platform guidance access to Power Users

As a Superadmin, you can grant Power Users access to Platform guidance by adding the Harmony Copilot permission to their Power User profile. Once this permission is assigned, all Power Users associated with that profile will see the Harmony icon in the platform header and can use Platform guidance.

For more information on how to assign permissions to Power User profiles, see Creating and managing Power Users.

Harmony on extended enterprise

On extended enterprise clients, the Artificial intelligence settings have not yet been updated to the new unified Harmony configuration page. Each extended enterprise client still uses the previous interface, with separate Harmony search and Harmony copilot settings.

Tutoring does not have a dedicated setting for extended enterprise clients and automatically inherits the configuration set on the main platform. Administrators can still enable or disable tutoring granularly on individual courses and learning plans.

Harmony search on extended enterprise

On extended enterprise platforms, you have the option of enabling or disabling Harmony search selectively, only on specified domains. 

To access the configuration:

1. Select Navigation menu > Configuration (spanner icon) > Platform setup and tools > Extended enterprise management
2. In the list, locate the extended enterprise client of interest and click the gear icon on its row. This will open the settings page for that client.
3. In the vertical navigation, select Artificial intelligence and locate the Custom settings option.

Client without custom settings:

If a client has the Custom settings check box de-selected, then the settings of the main platform will apply. Accordingly, these clients will inherit the same Harmony search enablement (Enabled for all users, Disabled, or Preview mode) and options (Allow general AI knowledge, Allow catalog content in responses) that you have configured on the main platform.

Client with custom settings:

On the other hand, for an extended enterprise client that has Custom settings enabled, you can enable or disable Harmony search independently of the root platform. Specifically, in the Harmony search options you can choose: 

• Enable Harmony search for all users: Select this check box to enable the feature for all users on this client, even if it is disabled or in Preview mode on the main platform. 
  When enabled you can also set whether to Allow general AI knowledge in responses  and Allow catalog content in responses on this client.
• Deselect the check box Enable Harmony search for all users to disable the feature for all users on this client, even if it is enabled on the main platform. 
  →Note, however, that if you enabled Preview mode on the main platform, Harmony search will continue to be visible, only to you, also on this client.  For more information see the chapter Preview mode and extended enterprise.

Harmony Copilot on extended enterprise

On extended enterprise platforms, you have the option of enabling or disabling Harmony copilot selectively, only on specified domains. 

To do this:

1. Select Navigation menu > Configuration (spanner icon) > Platform setup and tools > Extended enterprise management
2. In the list, locate the extended enterprise client of interest and click the gear icon on its row. This will open the settings page for that client.
3. In the vertical navigation, select Artificial intelligence and locate the Custom settings option.
4. If a client has the Custom settings check box deselected, then the settings of the main platform will apply. Accordingly, these clients will inherit the same Harmony copilot settings (Enabled for all administrators, Disabled, or Preview mode) that you have configured on the main platform.
5. On the other hand, for an extended enterprise client that has Custom settings enabled, you can enable or disable Harmony copilot independently of the root platform by checking or unchecking the Enable Harmony copilot for all administrators option.
   Please note. If you enabled Preview mode on the main platform, Harmony copilot will continue to be visible, only to you, also on this client.  For more information, see the chapter Preview mode and extended enterprise.

Preview mode and extended enterprise

Preview mode of any Harmony feature can only be enabled on the main platform. When a feature is in Preview mode on the main platform, it is visible only to you in:

• The main platform.
• Extended enterprise clients without Custom settings for Artificial intelligence.
• Extended enterprise clients with Custom settings for Artificial intelligence and the feature disabled.

On extended enterprise clients with Custom settings for Artificial intelligence and the feature Enabled for all users, the feature will be visible to everyone on that client, even if it is in Preview mode on the main platform.

Note on Harmony feature modes

Preview mode, where a Harmony feature is enabled only for you, is a client-side setting stored in your browser. If you clear cache/cookies, open an incognito window, switch browsers, or sign in from a different device, the preview flag is removed. In those cases, the platform reverts the feature to its disabled state.

When a feature is enabled for all users, however, the setting is persistent and does not depend on your browser.