WHAT DO YOU WANT TO DO?
What Do You Want To Do?
v1.3.30 | Find any action in seconds.
How to open anything
Press Ctrl+K and type the panel's name, or find it under ☰ WORKSPACE (things you do) or ⚙ SYSTEM (things you configure). The names used in the tables below are the names you will see in those menus.
The old toolbar was retired in v1.2.0 — if you are looking for a button along the top, it is now a menu entry.
Chat & Agents
| I want to… | How |
|---|---|
| Send a message | Type in the chat box → Enter |
| Start a new line without sending | Shift+Enter |
| Write a multi-paragraph prompt | Just type — the box grows as you go, up to eight lines, then scrolls |
| Use a specific agent | Toggle on/off in the left panel |
| Use all agents at once | Toggle all on in the left panel |
| Get a final verdict from EMMA | Toggle EMMA on (pink) |
| Have agents debate each other | Ctrl+D or click DEBATE |
| Let AI pick the best agent automatically | Click Auto-routing (turns purple) |
| Set my own routing rules | Click ROUTE → add keyword + target agent |
| Let EMMA take autonomous actions | EMMA panel → ⚡ AGENT_MODE |
| Use voice to talk to EMMA | Say your wake phrase ("Hey EMMA") |
| Change the wake phrase | EMMA panel → WAKE PHRASE input |
| Stop a streaming response | Click red ⏹ STOP button (appears while streaming) |
| Regenerate the last response | Click ↺ REGENERATE after response completes |
| Set response length | Click BRIEF / NORMAL / DETAILED pills in send bar |
| Enable extended thinking (Anthropic only) | Click 🧠 THINK toggle in send bar — model reasons step-by-step before responding; thinking shown as collapsible block above reply |
| Fork a conversation from any point | Click ⑂ icon on any user message → new session created |
| Share a session as a read-only link | Click ↗ on session tab → link copied to clipboard |
| Paste an image into chat | Ctrl+V with image in clipboard → thumbnail appears → SEND |
| Attach a document to my next message | Click 📎, or drag the file onto the chat panel — it shows DROP TO ATTACH |
| Attach several documents at once | Not supported — the first is attached and HARBOUR names the ones it ignored |
| Focus the message input | Ctrl+/ |
| Open the command palette | Ctrl+K — searches every panel, tool and action |
| Toggle BELLA | Ctrl+1 |
| Toggle SAPPHIRE | Ctrl+2 |
| Toggle JADE | Ctrl+3 |
| Toggle ELLIE | Ctrl+4 |
| Toggle EMMA | Ctrl+E |
| Open EMMA from any app | Ctrl+Shift+H |
Documents & Files
| I want to… | How |
|---|---|
| Upload a document for this session | Click RAG / Documents → upload PDF, DOCX, TXT, or CSV |
| Upload documents all agents always see | Click Company Knowledge Base → upload file |
| Delete a KB document | Company Knowledge Base → remove (Power User or Admin only) |
| Attach a file directly to a chat message | Click 📎 in send bar → pick file → green badge → SEND |
| Analyse a video | Click 🎥 in send bar → pick MP4/WebM/MOV/AVI → optional question → SEND |
| Generate a legal document | Document Generator → pick template → describe parties → GENERATE & DOWNLOAD DOCX |
| Analyse a spreadsheet | Data Analysis (CSV) → upload CSV/XLSX → optional question → ▶ ANALYSE DATA |
| Compare two contracts | Contract Compare & Compliance → CONTRACT COMPARE → upload A and B → COMPARE |
| Check a document for compliance | Contract Compare & Compliance → COMPLIANCE CHECK → upload → pick framework → RUN |
| Scan a physical document | OCR Scanner → upload image or use webcam → SEND TO EMMA ▶ |
| Export a chat | Click ↓ MD (Markdown) or ↓ PDF |
| Export all sessions at once | GET /sessions/export-all, or Backup now for a full data zip |
| Export meeting notes | Meeting Assistant → ↓ MD after the meeting ends |
| Export a compliance or contract result | Contract Compare & Compliance → ↓ MD |
Research, Code & Artifacts
| I want to… | How |
|---|---|
| Run autonomous multi-step research | Click Deep Research → type question → pick depth → RUN |
| Change research depth | RESEARCH panel → Quick (3 queries) / Standard (5) / Deep (8) |
| Export a research report | RESEARCH panel → ↓ MD |
| Queue a background research task | Click Research Queue → enter title + question → pick depth → ▶ QUEUE |
| Check research queue status | Research Queue → status badges (QUEUED / RUNNING / DONE / FAILED) |
| Read a completed research report | Research Queue → find DONE task → ▼ VIEW REPORT |
| Delete a queued or completed task | Research Queue → ✕ on the task row |
| Run Python code in a sandbox | Click Code Sandbox → write code → RUN → SEND TO CHAT |
| View a code block as a live preview | Click ARTIFACT on any code block → opens preview panel |
| Switch between preview and code | ARTIFACT panel → PREVIEW / CODE tabs |
| Edit an artifact directly | ARTIFACT panel → EDIT tab → modify → APPLY |
| AI-refine an artifact in plain English | ARTIFACT panel → REFINE bar → describe change → AI rewrites it |
| Open artifact in a new window | ARTIFACT panel → ↗ button |
| Download an artifact | ARTIFACT panel → ↓ button |
Projects / Spaces
| I want to… | How |
|---|---|
| Create a project | Click Projects / Spaces → + NEW PROJECT |
| Add a session to a project | Projects / Spaces → open project → + ADD SESSION |
| Set default agent for a project | Projects / Spaces → edit project → Default Agent |
| Add persistent instructions for a project | Projects / Spaces → edit project → Instructions field |
| Attach documents to a project | Projects / Spaces → open project → KNOWLEDGE → upload file |
| Remove a document from a project | Projects / Spaces → KNOWLEDGE → delete item |
| Delete a project | Projects / Spaces → open project → DELETE |
Email & Communication
| I want to… | How |
|---|---|
| Analyse an email | Mail / Ghost-writing → paste email → ANALYSE → ▶ RUN |
| Draft a reply to an email | Mail / Ghost-writing → paste email → DRAFT REPLY → ▶ RUN |
| Summarise an email | Mail / Ghost-writing → paste email → SUMMARISE → ▶ RUN |
| Check an email for compliance | Mail / Ghost-writing → paste email → COMPLIANCE → ▶ RUN |
| Save the email result | Mail / Ghost-writing → ↓ TXT |
| Connect my inbox | Integrations → Email tab → enter IMAP settings → SAVE |
| Connect Outlook | IMAP: imap.outlook.com:993, SMTP: smtp.office365.com:465 |
| Connect Gmail | IMAP: imap.gmail.com:993, SMTP: smtp.gmail.com:465 (App Password) |
| Post to Microsoft Teams | Integrations → Teams tab → paste webhook URL → SAVE |
| Add my calendar | Integrations → Calendar tab → paste ICS URL → SAVE & LOAD TODAY |
Meetings & Transcription
| I want to… | How |
|---|---|
| Record and transcribe a meeting | Meeting Assistant → START RECORDING → STOP → EMMA generates summary |
| Get action points from a meeting | Automatically included in meeting summary |
| Export meeting notes | Meeting Assistant → ↓ MD |
| Transcribe voice input in chat | Click 🎤 → speak → click again to stop |
| Change transcription model size | Model & Providers → Whisper model size (tiny → medium) |
| Dictate into the chat box | Click 🎤 beside the message box → speak → click again to stop |
Compliance & Legal
| I want to… | How |
|---|---|
| Scan every AI response for compliance | Compliance Autopilot → toggle on → pick framework |
| Check against UK GDPR | AUTOPILOT or COMPLIANCE CHECK → select UK GDPR |
| Check against FCA Consumer Duty | AUTOPILOT or COMPLIANCE CHECK → select FCA Consumer Duty |
| Check against KCSIE 2023 | AUTOPILOT or COMPLIANCE CHECK → select KCSIE 2023 |
| Check against CQC standards | AUTOPILOT or COMPLIANCE CHECK → select CQC |
| Check against employment law | AUTOPILOT or COMPLIANCE CHECK → select Employment Law |
| Generate an NDA | Document Generator → NDA template |
| Generate a Letter Before Action | Document Generator → Letter Before Action template |
| Generate a Written Warning | Document Generator → Employee Written Warning template |
| Install all UK legal templates at once | Templates → Sector Packs → ⚖ Legal |
Automation & Scheduling
| I want to… | How |
|---|---|
| Chain agents into a pipeline | Workflow Builder → + NEW → add steps → SAVE → ▶ RUN |
| Use the previous step's output in a pipeline | Use {{input}} in the step prompt |
| Schedule a recurring AI report | Scheduled Reports → + NEW REPORT → set agent, prompt, schedule |
| Run a report immediately | Scheduled Reports → ▶ RUN NOW |
| Email a report automatically | Scheduled Reports → enter email address in the report settings |
| Schedule a one-off task | Scheduler |
| Set up a morning briefing | EMMA panel → ☀ MORNING BRIEFING → ON → set time → SAVE |
| Run the morning briefing now | EMMA panel → MORNING BRIEFING → ▶ RUN NOW |
| View background jobs | ☰ WORKSPACE → Agents & Automation → Jobs |
Automation & External Integrations
| I want to… | How |
|---|---|
| Send a message to HARBOUR from Zapier | Zapier HTTP action → POST http://localhost:8000/webhook/trigger · header X-HARBOUR-AI-KEY: <key> · body {"message":"...","agent_id":"EMMA","model":"phi4-mini:latest"} |
| Send a message from Make (Integromat) | Make HTTP module → same URL, header, and body as Zapier |
| Send a message from n8n | n8n HTTP Request node → POST http://localhost:8000/webhook/trigger · Authentication: Header Auth · Header name: X-HARBOUR-AI-KEY |
| Verify the webhook URL is live | GET http://localhost:8000/webhook/trigger → returns {"status":"ok"} |
| Get a HARBOUR API key for webhooks | Public API panel → type a label for the key → GENERATE → copy the key |
| Use HARBOUR AI inside Outlook | Model & Providers panel → OFFICE ADD-INS → Outlook → Download Manifest → sideload via Insert → Add-ins → Upload My Add-in |
| Use HARBOUR AI inside Word | Model & Providers panel → OFFICE ADD-INS → Word → Download Manifest → sideload in Word |
| Use HARBOUR AI inside Excel | Model & Providers panel → OFFICE ADD-INS → Excel → Download Manifest → sideload in Excel |
| Analyse an email inside Outlook | Outlook add-in → email auto-loads → ▶ ANALYSE |
| Draft a reply inside Outlook | Outlook add-in → ✉ DRAFT REPLY |
| Summarise a document in Word | Word add-in → ↓ LOAD SELECTION → ≡ SUMMARISE |
| Insert AI result back into Word | Word add-in → after getting response → ↑ INSERT INTO DOC |
| Analyse spreadsheet data in Excel | Excel add-in → ↓ LOAD SELECTION → 📊 ANALYSE DATA |
| Generate a formula in Excel | Excel add-in → describe what you need → ✦ GENERATE FORMULA |
| Change the app language | Model & Providers panel → LANGUAGE → select English / Français / Deutsch / Español |
Customisation & Agents
| I want to… | How |
|---|---|
| Create a custom agent | Click + AGENT |
| Browse the agent marketplace | Click Marketplace (67 agents, 9 categories) |
| Install a sector pack | Templates → Sector Packs → pick pack |
| Add a prompt to the library | Prompt Library → add |
| Use a saved prompt | Prompt Library → select and insert |
| Add facts agents always remember | Memory → add a fact |
| Share memory facts with my team | Memory → add fact → scope to TEAM (Business licence) |
| Save any agent response to memory | Click 💾 button on the response |
| Save a fact from the chat input | Type /remember <fact> → Enter |
| Let HARBOUR AI learn from conversations | Automatic — facts extracted every 10 messages and saved to memory |
| Add a reusable skill manually | Memory → ⚡ LEARNED SKILLS → type instruction → + |
| Edit an existing skill | Memory → ⚡ LEARNED SKILLS → ✎ on the skill → edit → ✓ |
| Teach HARBOUR AI a workflow or style | Memory → 📚 TEACH → describe approach → pick count → EXTRACT & SAVE SKILLS |
| Teach HARBOUR AI from a good response | Click 👍 thumbs-up on any agent response — skill auto-extracted in background |
| Install a plugin | Plugins → install |
| Change the AI model | Model & Providers → select model |
| Connect a different AI provider | Model & Providers → AI PROVIDER → set type, URL, key → TEST → SAVE |
| Give each agent its own AI provider | Model & Providers → PER-AGENT PROVIDER → expand agent → configure |
| Enable image generation (local) | Model & Providers → 🖼 IMAGE GENERATION → set AUTOMATIC1111 URL → SAVE → ON |
| Enable DALL-E 3 image generation | Model & Providers → IMAGE GENERATION → DALL-E 3 tab → enter OpenAI key |
| Generate an image in chat | Type "generate an image of..." or "/imagine ..." |
| Use HARBOUR AI from an external tool | Copy URL from Public API panel → use /v1/chat/completions with any OpenAI SDK |
| View my usage stats and charts | ⚙ SYSTEM → Account → Usage |
| Connect an MCP server | ☰ WORKSPACE → Agents & Automation → MCP Servers → add server |
| Enable web search for an agent | Toggle WEB on for that agent |
| Run private web search | Start SearXNG: docker run -d -p 8080:8080 searxng/searxng |
| Enable tool calling | Toggle TOOLS on |
| Enable vision / webcam | Toggle VISION in the header |
Search & History
| I want to… | How |
|---|---|
| Search all conversations | ☰ WORKSPACE → Chat & Session → Search conversations |
| Find a specific session | Search conversations → type keywords |
| Export all sessions (GDPR / data portability) | GET /sessions/export-all |
Team & Collaboration
| I want to… | How |
|---|---|
| Share a live session with a colleague | Click 👥 icon next to session name → share session ID |
| See team activity | Team panel (Business licence) |
| Assign a session for review | Admin → Sessions → select session → assign reviewer |
| Review an assigned session | Review → click session → read inline |
| Promote a user to Power User | Admin → Users → change role |
| Manage team usage | Team → 7-day histogram + per-member stats |
Browser & Mobile
| I want to… | How |
|---|---|
| Use HARBOUR AI while browsing the web | Select text on any page → click ⚓ Ask HARBOUR |
| Right-click to ask HARBOUR AI | Right-click selection → Ask HARBOUR AI |
| Install the browser extension | Load unpacked from browser_extension/ in Chrome/Edge developer mode |
| Set my auth token in the extension | Extension popup → ⚙ SETTINGS |
| Use HARBOUR AI on my phone | Install Expo Go → npx expo start from mobile/ → scan QR code |
Security & Privacy
| I want to… | How |
|---|---|
| Enable two-factor authentication | Two-Factor Auth → ENABLE 2FA → scan QR → enter code → ACTIVATE |
| Disable two-factor authentication | Two-Factor Auth → enter current TOTP code → DISABLE 2FA |
| Stop personal data reaching the AI | Admin → PII → toggle ON — messages scanned before agents see them |
| Manage API keys | ⚙ SYSTEM → Connections → Public API |
| See where my data is stored | ~/.harbour-ai/ (Linux) or C:\Users\<name>\.harbour-ai\ (Windows) |
| Delete all my data | Delete the ~/.harbour-ai/ folder |
| Back up all data | Backup now, or ⚙ SYSTEM → Diagnostics → Backups & restore → BACK UP NOW. Everything: documents, accounts, settings, licence |
| Encrypt my backups | Backups & restore → Encryption → enter a passphrase twice → TURN ON ENCRYPTION. Write it down. |
| Copy backups to a USB drive or NAS automatically | Backups & restore → Second copy → enter the folder → SAVE |
| Restore a backup | Backups & restore → pick it → passphrase if encrypted → Restore → restart |
| Restore a backup file from a USB drive | Backups & restore → Restore from a file |
| Move HARBOUR to a new computer | Install HARBOUR → first screen → Moving to a new computer? Restore from a backup (no licence key, no internet) |
| See the GDPR compliance statement | harbour-ai.co.uk/gdpr |
Admin
| I want to… | How |
|---|---|
| Open the admin dashboard | Admin |
| See all users | Admin → Users |
| See all sessions | Admin → Sessions |
| Export the audit log | Admin → Audit → Export CSV |
| Verify the audit log has not been tampered with | Admin → Audit → VERIFY CHAIN |
| Enable PII auto-redaction | Admin → PII → toggle ON |
| View PII redaction stats | Admin → PII → stats panel (total events, by type) |
| Change app branding | Admin → Branding |
| Set message limits per user | Admin → QUOTAS → set daily/monthly limit → SAVE |
| Remove a user's message limit | Admin → QUOTAS → clear both fields → SAVE |
| Set up SSO / Active Directory | Admin → SSO (Enterprise licence) |
| Configure LDAP | Admin → SSO → LDAP → enter details → TEST |
| Configure SAML 2.0 (Entra, Okta, Google) | Admin → SSO → SAML → download SP metadata |
| Set up a shared model cache (NHS/slow broadband) | Admin → Model Cache → set network Ollama path |
| Turn automatic updates off | ⚙ SYSTEM → Diagnostics → Software updates → Never → SAVE (or HARBOUR_AUTO_UPDATE=0) |
| Point to an internal update server | Software updates → From an update folder on this network → address → SAVE (or HARBOUR_UPDATE_SERVER=http://your-server/) |
| Reset the administrator password when locked out | Sign-in screen → Forgotten the administrator password? → CREATE A RECOVERY CODE → paste the code from recovery-token.txt in the data folder |
| Generate reseller client keys | Admin → Reseller → enter HARBOUR-RSL key |
Activation & Licence
| I want to… | How |
|---|---|
| Start a free trial | First launch → Start Free 14-Day Trial |
| Enter a licence key | First launch → Enter Licence Key → paste HARBOUR-XXXX-XXXX-XXXX-XXXX (needs internet once) |
| Tell HARBOUR about my firm | Setup wizard on first sign-in, or ⚙ SYSTEM → Onboarding Wizard → step 2 |
| Earn referral commission | harbour-ai.co.uk/refer → enter licence key → share REF-XXXXXX link |
| Buy a Business licence | harbour-ai.co.uk → £999 (Solo £149 · Reseller £2,499) |
Audio, Voice & Video
| I want to… | How |
|---|---|
| Turn documents into a podcast | Audio Overview → BROWSE FILES (PDF, DOCX, TXT, MD) → 🎙 GENERATE PODCAST → play inline or download the WAV |
| Have a live real-time voice conversation with EMMA | Live Voice → allow microphone → speak naturally |
| Interrupt EMMA while it is speaking | Start speaking — EMMA stops its response immediately |
| Clear the live voice conversation history | Live Voice → 🔄 CLEAR HISTORY |
| Switch agent in a live voice session | Live Voice → CHANGE AGENT → pick agent |
| Generate an AI video | Video Generation → describe the scene → pick a provider → 🎬 GENERATE VIDEO |
| Play or download a generated video | Video Generation → find completed video → ▶ PLAY or ↓ DOWNLOAD |
EMMA Always-On Monitors
| I want to… | How |
|---|---|
| Watch a file for changes | Always-On Monitors → + ADD MONITOR → type: File Watch → enter file path |
| Scan a folder on a schedule | Always-On Monitors → + ADD MONITOR → type: Folder Scan → enter path + interval |
| Run a prompt automatically on a timer | Always-On Monitors → + ADD MONITOR → type: Scheduled Prompt → enter prompt + interval |
| Enable or disable a monitor | Always-On Monitors → toggle on/off next to the monitor |
| Test a monitor immediately | Always-On Monitors → ▶ RUN NOW on any monitor |
| Read an EMMA alert | Always-On Monitors → ALERTS tab → expand any alert |
| Mark all alerts as read | Always-On Monitors → ALERTS → MARK ALL READ |
Company Brain
| I want to… | How |
|---|---|
| Extract entities from a conversation | Company Brain → EXTRACT FROM CHAT on any session |
| Browse the business knowledge graph | Company Brain → ENTITIES tab → search or scroll |
| Ask a question about my business | Company Brain → ASK tab → type question → ▶ ASK |
| Delete a brain entity | Company Brain → ENTITIES → ✕ on the entry |
| See entity count by type | Company Brain → STATS tab |
Computer Operator
| I want to… | How |
|---|---|
| Let EMMA control my desktop | Computer Operator → describe the task → ▶ START |
| Approve an operator action | Computer Operator → APPROVE on the action preview |
| Reject an operator action | Computer Operator → DENY on the action preview |
| Emergency stop the operator | Move mouse to any screen corner (pyautogui FAILSAFE) |
Collaborative Documents
| I want to… | How |
|---|---|
| Create a shared document | Collaborative Docs → + NEW → give it a title → write → 💾 SAVE |
| Invite a collaborator | Collaborative Docs → open document → INVITE → enter username |
| Edit a document collaboratively | Collaborative Docs → open document → type in editor — changes sync in real time |
| Ask EMMA to assist with the document | Collaborative Docs → ASK EMMA → EMMA reads current content and appends a response |
Grant Writing
| I want to… | How |
|---|---|
| Set up my company profile for grants | Grants → COMPANY PROFILE tab → fill in details → SAVE |
| Add a grant opportunity | Grants → GRANTS tab → + ADD GRANT → fill in name, funder, deadline, description |
| Check if a grant fits my company | Grants → open grant → ANALYSE FIT — EMMA scores 0–10 with reasoning |
| Draft a grant application | Grants → open grant → DRAFT APPLICATION → EMMA writes the answer |
| Update grant application status | Grants → open grant → status dropdown (New / Applied / Awarded / Rejected) |
Email Ghost-Writing
| I want to… | How |
|---|---|
| Train EMMA on my writing style | Mail / Ghost-writing → 👻 GHOST → paste 2–10 sent emails separated by --- → TRAIN EMMA |
| Draft an email in my voice | Mail / Ghost-writing → 👻 GHOST → enter topic + optional recipient/context → GHOST-WRITE EMAIL |
| Draft a reply in my voice | Mail / Ghost-writing → 👻 GHOST → paste the email I'm replying to in Reply-To field → GHOST-WRITE EMAIL |
| Copy the drafted email | Mail / Ghost-writing → 👻 GHOST → COPY button on the result |
| Download the drafted email | Mail / Ghost-writing → 👻 GHOST → ↓ TXT button |
| Retrain EMMA with new samples | Mail / Ghost-writing → 👻 GHOST → RETRAIN (wipes current profile) |
| Check my style profile | Mail / Ghost-writing → 👻 GHOST → profile summary shown when trained |
Meeting Pre-Brief
| I want to… | How |
|---|---|
| Enable meeting pre-briefs | EMMA panel → 📅 MEETING PRE-BRIEF toggle → ON |
| Connect my calendar | Integrations → Calendar → paste ICS URL → SAVE |
| Trigger a pre-brief now | EMMA panel → 📅 MEETING PRE-BRIEF → ▶ RUN NOW |
| See upcoming meetings | EMMA panel → 📅 MEETING PRE-BRIEF → RUN NOW shows events in the window |
| Read my pre-brief | Always-On Monitors badge → click to open alert — brief appears as an EMMA alert |
| Disable meeting pre-briefs | EMMA panel → 📅 MEETING PRE-BRIEF toggle → OFF |
Post-Meeting Auto-Actions
| I want to… | How |
|---|---|
| See auto-extracted actions after a meeting | ☰ WORKSPACE → Meetings → Meeting Actions (menu entry shows the pending count) |
| View action details | Meeting Actions → each card shows task, meeting, owner, deadline |
| Draft a follow-up email from an action | Meeting Actions → email action card → 👻 DRAFT FOLLOW-UP EMAIL |
| Copy a drafted follow-up | Meeting Actions → email action → COPY |
| Mark an action as done | Meeting Actions → click status badge on the action card |
| Manually trigger action extraction | Meeting Actions → EXTRACT (on any meeting with a saved transcript) |
Screen Memory
| I want to… | How |
|---|---|
| Enable Screen Memory | EMMA panel → Screen Memory → ON |
| Set capture interval | EMMA panel → Screen Memory → interval setting |
| Search what I was working on | EMMA panel → 🖥 VIEW → type keyword → SEARCH |
| Ask EMMA about past activity | EMMA panel → 🖥 VIEW → type question → ASK EMMA |
| See recent window activity | EMMA panel → 🖥 VIEW → recent activity list |
| Clear all screen memory | EMMA panel → 🖥 VIEW → 🗑 CLEAR ALL |
| Disable Screen Memory | EMMA panel → Screen Memory → OFF |
Per-Agent Knowledge Base
| I want to… | How |
|---|---|
| Add a document to an agent's KB | Marketplace → installed agent → 📚 TRAIN → KNOWLEDGE DOCS → ↑ UPLOAD DOCUMENT |
| Upload a PDF to an agent | 📚 TRAIN → KNOWLEDGE DOCS → upload → select PDF |
| See what documents an agent has | Marketplace → installed agent → 📚 TRAIN → KNOWLEDGE DOCS tab |
| Remove a document from an agent | 📚 TRAIN → KNOWLEDGE DOCS → ✕ next to the document |
| Restrict which websites an agent searches | 📚 TRAIN → SEARCH SOURCES → enter domain → ADD |
| Remove a trusted search domain | 📚 TRAIN → SEARCH SOURCES → ✕ next to the domain |
| Open the Agent Intelligence panel | Marketplace → any installed agent → 📚 TRAIN button |
Proposals, invoices, slides and governance
| I want to… | How |
|---|---|
| Write a client proposal | Proposals → + NEW PROPOSAL → fill in the brief → ✦ CREATE & GENERATE PROPOSAL → ↓ DOWNLOAD DOCX |
| Process a supplier invoice | Invoices → upload a PDF, photo or DOCX → open it → check the fields → set unpaid / paid / disputed / cancelled |
| Make a slide deck | Everyday Tools → 📊 Slide Generator → brief, audience, number of slides → ⚡ GENERATE → ⬇ POWERPOINT |
| Draft a DPIA | ⚙ SYSTEM → DPIA → NEW → describe the processing → ✦ CREATE DPIA → ⚡ GENERATE DPIA WITH AI → ⬇ DOWNLOAD DOCX |
| Raise a concern confidentially | ⚙ SYSTEM → Whistleblowing → subject and disclosure → tick anonymous if you wish → 🛡 SUBMIT CONFIDENTIALLY → keep the access code |
| Handle whistleblowing cases (administrators only) | ⚙ SYSTEM → Whistleblowing → CASE HANDLING |
AI Web Receptionist
| I want to… | How |
|---|---|
| Set up the web receptionist | Web Receptionist → ⚙ CONFIG → business name, receptionist name, greeting, business description → SAVE CONFIG |
| Get the embed code for my website | Web Receptionist → 🔗 EMBED → copy the <script> snippet → paste into your website · PREVIEW WIDGET → to try it |
| View website visitor leads | Web Receptionist → 👥 LEADS (a visitor becomes a lead when they type their email address) |
| Change the receptionist persona | Web Receptionist → ⚙ CONFIG → Custom Persona / Tone → SAVE CONFIG |
Smart Email Triage
| I want to… | How |
|---|---|
| Sync and triage my inbox | Email Triage / Inbox → ▶ SYNC NOW — fetches unread emails, EMMA classifies each one |
| Filter by label | Email Triage / Inbox → click URGENT / ACTION / FYI / SPAM filter pill |
| Read an email summary | Email Triage / Inbox → click any email row to expand |
| Send EMMA's draft reply | Email Triage / Inbox → expand email → edit draft → ✉ SEND REPLY |
| Re-label an email | Email Triage / Inbox → expand email → click a label button (URGENT / ACTION / FYI / SPAM) |
| Set up email for triage | Integrations → Email → enter IMAP + SMTP settings → SAVE |
Proposal & Quote Builder
| I want to… | How |
|---|---|
| Create a new proposal | Proposals → + NEW PROPOSAL → fill in brief → ✦ CREATE & GENERATE PROPOSAL |
| Regenerate a proposal | Proposals → open proposal → 🤖 GENERATE / REGENERATE |
| Download proposal as Word doc | Proposals → open proposal → ↓ DOWNLOAD DOCX |
| View all proposals | Proposals → list view (default) |
| Delete a proposal | Proposals → open proposal → 🗑 button |
Contract Lifecycle Manager
| I want to… | How |
|---|---|
| Add a contract | Contracts → + ADD tab → fill in details → + ADD CONTRACT |
| Extract key terms from a contract | Contracts → open contract → paste text → 🤖 EXTRACT KEY TERMS |
| See contracts due for renewal | Contracts → ⏰ RENEWALS tab |
| Set renewal alert threshold | Contracts → + ADD → set Alert Days Before Renewal field |
| Delete a contract | Contracts → open contract → 🗑 DELETE |
Client Portal
| I want to… | How |
|---|---|
| Create a client portal | Client Portal → + NEW CLIENT → fill in details → ✦ CREATE CLIENT PORTAL |
| Share a report with a client | Client Portal → open client → enter title + content → + SHARE WITH CLIENT |
| Get the client's portal URL | Client Portal → open client → copy the portal URL shown |
| Preview what the client sees | Client Portal → open client → 🌐 VIEW button |
| Remove a shared item | Client Portal → open client → ✕ on the item |
| Delete a client portal | Client Portal → open client → 🗑 DELETE |
Trust & Verification
| I want to… | How |
|---|---|
| See the signed receipt for an AI output | *Trust Layer → RECEIPTS* → click the receipt |
| Verify a receipt hasn't been altered | Click it — signature verifies on the spot (✓/✗) |
| Let a client/auditor verify a receipt themselves | EXPORT the receipt + COPY PUBLIC KEY → they use harbour-ai.co.uk/verify |
| Verify the audit ledger is untampered | *Trust Layer → LEDGER → 🔍 VERIFY LEDGER NOW* (admin) |
| Give an auditor the full audit log, provably intact | *Trust Layer → LEDGER → ⬇ SIGNED EXPORT* (admin) |
| Opt in/out of Harbour Collective (not yet live) | *Trust Layer → COLLECTIVE* → toggle participation |
| Store an API key encrypted | *Trust Layer → VAULT → handle + value → 🔐 STORE* (placeholder copied) |
| Use a stored secret in an MCP server | Paste {{secret:handle}} into the header/env value |
| Block hostile instructions hidden in web/docs | On by default — *Trust Layer → FIREWALL* to change mode or review events |
| Ban topics from AI responses | *Trust Layer → FIREWALL → OUTPUT GUARDRAILS → banned topics → 💾 SAVE* |
| Add a disclaimer to every AI response | Same place → required disclaimer |
| Sign a document or text | *Trust Layer → E-SIGN* → paste text / upload file → SIGN |
| Prove a file came from HARBOUR | *Trust Layer → E-SIGN → CREDENTIAL* → upload the export |
| Record a data subject's consent | COMPLIANCE → CONSENT (or /consent API) |
| Pull all consents for a DSAR | Consent panel → subject lookup by email |
| Check a hiring flow for bias | Bias auditor → outcomes by protected group → four-fifths result |
MSP Console
| I want to… | How |
|---|---|
| Restrict a tenant to specific models | MSP Tenants → open tenant → ⚙ LOAD CONFIG & USAGE → allowed models → 💾 SAVE |
| Block an agent for a whole tenant | Same place → blocked agents |
| See what to bill each tenant | *MSP Tenants → BILLING* — users, messages, tokens, est. cost (30 days) |
| See all client devices | *MSP Tenants → FLEET* |
| Remotely lock or wipe a lost device | FLEET → device → 🔒 LOCK / 💥 WIPE (signed; device verifies before executing) |
| Stop a role using an agent or tool | *MSP Tenants → RBAC* → add a DENY rule (e.g. role user → agent JADE) |
Certifications & New Sector Tools
| I want to… | How |
|---|---|
| Build Cyber Essentials evidence | *Vendor Certs → CYBER ESSENTIALS → pick control → describe practice → ⚡ GENERATE* |
| Build SOC 2 evidence | *Vendor Certs → SOC 2 → pick criteria → ⚡ GENERATE* |
| Hand over a provable evidence pack | *Vendor Certs → ⬇ DOWNLOAD SIGNED BUNDLE* |
| Review a property title register | 🧭 SECTORS → CONVEYANCING → Title Review |
| Compare two insurance policy wordings | 🧭 SECTORS → INSURANCE → Policy Comparison |
| Build candidate sourcing search strings | 🧭 SECTORS → RECRUITMENT → Sourcing Pack |
| Check a tenancy agreement for compliance | 🧭 SECTORS → PROPERTY / LETTINGS → Tenancy Agreement Review |
| Audit a rental property's legal compliance | 🧭 SECTORS → PROPERTY / LETTINGS → Landlord Compliance Audit |
Workflow Recorder
| I want to… | How |
|---|---|
| Turn a task I do manually into automation | Workflow Recorder → name it → ⏺ START → do the task in chat → ⏹ STOP → ⚙ CONVERT |
| Check recording is on | Toolbar shows red ⏺ REC ● |
| Run the recorded workflow | Workflow Builder → select it → ▶ RUN WORKFLOW |
Appearance, Diagnostics & Privacy Proof
| I want to… | How |
|---|---|
| Switch to light mode | Header → ☀ DAY / 🌙 NIGHT toggle |
| Change the accent colours | Header → palette dropdown (Neutral, Ocean, Teal, Amber, Rose, Violet) |
| Make the text bigger or smaller | ⚙ SYSTEM → Display → UI scale larger / smaller / reset to 100% |
| Check whether everything actually works | ⚙ SYSTEM → Diagnostics → Self-test — every check exercises the real feature |
| Re-test one thing after fixing it | Self-test → re-run on that row |
| Get a file to send to support | Self-test → ⬇ SUPPORT BUNDLE (logs + versions + results, scrubbed, saved locally) |
| Find out why a button did nothing | The ⚠ problems pill, bottom-left → the failed request and its reason |
| Prove nothing has left the machine | The egress pill, bottom-left — 🔒 0 B sent externally, click for the per-host breakdown |
| Block all outbound network traffic | Egress pill → tick kill-switch — refuse all external requests |
| Get a signed record of that for an auditor | ⚙ SYSTEM → Governance → Data residency attestation |
| Re-run the first-run setup | ⚙ SYSTEM → Display → Onboarding Wizard |
Troubleshooting
Start here: ⚙ SYSTEM → Diagnostics → Self-test.
| Problem | Fix |
|---|---|
| Something "does nothing" | Open the ⚠ problems tray, bottom-left |
| Windows Firewall prompt | Click Allow |
| Agents not responding | ollama serve |
| Model missing | ollama pull phi4-mini |
| AppImage won't launch (Linux) | sudo apt install libfuse2 |
| Blank white window on a VM, VDI or RDP session | No GPU available — start it with --disable-gpu |
| Slow responses | Close other apps, add a GPU |
| Ctrl+K wiped my chat | v1.3.8 and earlier — fixed in v1.3.9; until you update, open the palette with the cursor in the message box |
| Backend log (Linux) | ~/.harbour-ai/backend-startup.log |
| Log location (Windows) | C:\Users\<name>\.harbour-ai\harbour-ai.log |
| Extension not connecting | Ensure HARBOUR AI is running on localhost:8000 |
| Tesseract not found (OCR) | Linux: sudo apt install tesseract-ocr · Windows: UB-Mannheim installer |
Contact
- Website: harbour-ai.co.uk
- GitHub: github.com/LOOSEKEY/harbour-ai-releases
- Email: Gregorymoores@proton.me