Every action in HARBOUR AI, organised by what you're trying to accomplish. Find it in seconds — no reading required.
| Open any panel by name | Press Ctrl+K and start typing — it matches names and keywords |
| Browse what you can do | ☰ WORKSPACE — chat, knowledge, research, agents, business, meetings, creation |
| Browse what you can configure | ⚙ SYSTEM — models, governance, diagnostics, account, connections, display |
| Find a button that used to be on the toolbar | The toolbar was retired in v1.2.0 — it is now a menu entry with the same job |
| 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 (up to 20 steps, tools include web search) |
| 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 |
| 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 |
| Toggle debate mode | Ctrl+D |
| Open EMMA from any app | Ctrl+Shift+H |
| Upload a document for this session | Click RAG / Documents → upload PDF, DOCX, TXT, or CSV |
| Attach a file directly to a chat message | Click 📎 in send bar → pick file → green badge → SEND |
| 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) |
| 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 with OCR | 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 meeting ends |
| Export a compliance or contract result | Contract Compare & Compliance → ↓ MD |
| Back up all data | Backup now → saves a timestamped zip |
| 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 |
| 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 |
| 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 |
| 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 |
| Write an email in my own voice | Mail / Ghost-writing → 👻 GHOST → train EMMA with sample emails → enter topic → GHOST-WRITE EMAIL |
| Train EMMA on my writing style | Mail / Ghost-writing → 👻 GHOST → paste 2–5 emails separated by --- → 🧠 TRAIN EMMA |
| Update my writing style profile | Mail / Ghost-writing → 👻 GHOST → RETRAIN → paste new samples → TRAIN EMMA |
| Ghost-write a reply to a specific email | Mail / Ghost-writing → 👻 GHOST → enter topic → paste original email in reply-to box → GHOST-WRITE EMAIL |
| 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 |
| Record and transcribe a meeting | Meeting Assistant → START RECORDING → hold meeting → STOP → EMMA generates summary |
| Get action points from a meeting | Automatically extracted when recording stops — see Meeting Actions |
| View pending meeting actions | ☰ WORKSPACE → Meetings → Meeting Actions (menu entry shows the pending count) |
| Mark a meeting action as done | Meeting Actions → ✓ DONE on that action |
| Draft a follow-up email for an action | Meeting Actions → 👻 DRAFT FOLLOW-UP EMAIL (uses your voice profile) |
| Get a meeting pre-brief | EMMA panel → 📅 MEETING PRE-BRIEF → ON (auto-fires 15 min before each event) |
| Manually run a meeting pre-brief | EMMA panel → MEETING PRE-BRIEF → ▶ RUN NOW |
| Export meeting notes | Meeting Assistant → ↓ MD |
| Transcribe voice input in chat | Click 🎤 → speak → click again to stop |
| Change the transcription model size | Model & Providers → Whisper model size (tiny → medium) |
| 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 |
| Generate an Employment Offer Letter | Document Generator → Employment Offer Letter template |
| Install all UK legal templates at once | Templates → Sector Packs → ⚖ Legal |
| 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 report settings |
| Schedule a one-off task | ☰ WORKSPACE → Agents & Automation → 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 |
| Enable meeting pre-briefs | EMMA panel → 📅 MEETING PRE-BRIEF → ON (requires calendar ICS connected) |
| View background jobs | ☰ WORKSPACE → Agents & Automation → Jobs |
| 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) |
| 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 | ⚙ Settings → 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 analysis | Toggle VISION in the header |
| Upload a document to an agent's knowledge base | Marketplace → installed agent → 📚 TRAIN → KNOWLEDGE DOCS → ↑ UPLOAD DOCUMENT |
| Give an agent specialist knowledge | 📚 TRAIN → KNOWLEDGE DOCS → upload PDF, DOCX, TXT or MD |
| Remove a document from an agent's KB | 📚 TRAIN → KNOWLEDGE DOCS → ✕ next to the document |
| Restrict which websites an agent can search | 📚 TRAIN → SEARCH SOURCES → enter domain (e.g. gov.uk) → ADD |
| Remove a trusted search domain from an agent | 📚 TRAIN → SEARCH SOURCES → ✕ next to the domain |
| Search all conversations | ☰ WORKSPACE → Chat & Session → Search conversations |
| Find a specific session | Search conversations → type keywords |
| Export all sessions (GDPR / data portability) | Admin → Sessions → bulk export |
| 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 |
| See per-member usage stats | Team → 7-day histogram + per-member favourites |
| Ask 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 → enter server URL |
| Enable two-factor authentication | 🔐 2FA → ENABLE 2FA → scan QR → enter code → ACTIVATE |
| Disable two-factor authentication | 🔐 2FA → enter current TOTP code → DISABLE 2FA |
| Stop personal data reaching the AI | Admin → PII → toggle ON — messages scanned and redacted before any agent sees them |
| Enable Screen Memory (ambient context) | EMMA panel → Screen Memory → ON (opt-in, disabled by default) |
| Ask EMMA what I was working on | EMMA panel → Screen Memory → VIEW → type query → ASK |
| Search my screen activity history | EMMA panel → Screen Memory → VIEW → type keyword → 🔍 |
| Clear all screen memory data | EMMA panel → Screen Memory → VIEW → CLEAR ALL |
| 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 → saves a timestamped zip |
| Read the GDPR compliance statement | harbour-ai.co.uk/gdpr |
| 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, breakdown by type) |
| Set message limits per user | Admin → Quotas → set daily/monthly limit → SAVE |
| Change app branding | Admin → Branding |
| 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 | Admin → Model Cache → set network Ollama path |
| Point to an internal update server | Set HARBOUR_UPDATE_SERVER=http://your-server/ in environment |
| Generate reseller client keys | Admin → Reseller → enter HARBOUR-RSL key |
| 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 |
| Earn referral commission | harbour-ai.co.uk/refer → enter licence key → share REF-XXXXXX link |
| Buy a Personal licence (£149) | harbour-ai.co.uk → Pricing |
| Buy a Business licence (£999) | harbour-ai.co.uk → Pricing |
| 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 |
| 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 (scrubbed, saved locally, nothing uploaded) |
| Find out why a button did nothing | The ⚠ problems pill, bottom-left |
| 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 the kill-switch |
| Get a signed record of that for an auditor | ⚙ SYSTEM → Governance → Data residency attestation |
| Dictate into the chat box | Click 🎤 beside the message box → speak → click again to stop |
| Re-run the first-run setup | ⚙ SYSTEM → Display → Onboarding Wizard |
| Windows Firewall prompt on launch | Click Allow |
| Agents not responding | Run ollama serve |
| Model missing | Run ollama pull llama3.1 |
| AppImage won't launch on Linux | sudo apt install libfuse2 |
| Slow responses | Close other apps, add a GPU |
| See the backend log (Linux) | ~/.harbour-ai/backend-startup.log |
| See the log on Windows | C:\Users\<name>\.harbour-ai\harbour-ai.log |
| Browser extension not connecting | Ensure HARBOUR AI is running on localhost:8000 |
| OCR: Tesseract not found | Linux: sudo apt install tesseract-ocr · Windows: UB-Mannheim installer |