Working with AI Agents
Understanding AI Agents
Harmony AI agents are automated workflows that perform tasks such as software compliance checks, employee onboarding, device recovery, app access requests, password resets, and more. Agents are configured per workflow, can run on a schedule or manually, and may require approval before executing certain actions.
Agent Types
Software Management
Application Access Request
Automates application access requests with approval workflow and identity provider provisioning.
License Expiration Monitoring
Tracks software license expiration dates and creates tickets when licenses are nearing expiration.
Software Compliance Report
Runs periodic software access compliance reviews with manager acknowledgment.
Access Control
Device Recovery
Automates device recovery requests with identity verification and secure recovery key delivery.
Password Reset Request
Automates password resets for identity provider users with identity verification.
Hardware Management
Device Uptime Monitoring
Identifies devices that have been running for an extended period without a restart.
Low Storage Device Monitoring
Finds devices with critically low free storage and creates tickets for IT remediation.
Employee Lifecycle
Employee Onboarding
Automates employee onboarding by creating parent and linked tickets for new hire preparation.
Employee Account Termination
Automates employee offboarding with approval workflow and identity provider account deactivation.
Managing Agents
Navigating the Agents List
Open Agents from the sidebar to view the list. The Agents page displays all available agents organized by category with the following features:
Filters button - Filter agents by category, status, or approval requirements
Search bar - Search agents by name or description
View toggles - Switch between card view and table view
Refresh button - Reload the agents list
Each agent card shows:
Agent name and icon - Identifies the agent type
Category - Software Management, Access Control, Hardware Management, Employee Lifecycle, or Compliance
Status badge - Enabled (green) or Disabled (gray)
Description - Brief explanation of what the agent does
Approval requirement - "Needs approval" or "No approval needed"
Run statistics - Number of runs and last run time
Integration icons - Shows which integrations the agent uses
Viewing Agent Cards vs Table View
Toggle between Card layout and Table layout to change how agents are displayed:
Card view - Shows larger cards with agent details, descriptions, and visual status indicators
Table view - Displays a compact data table with sortable columns for quick scanning
Viewing Agent Details
Click an agent card to open its detail page. The page has tabs: Overview, Runs history, and Provisioning (when applicable). The Overview tab shows the agent's workflow triggers, steps, and configuration panel.
Running and Monitoring Agents
Running Agents Manually
On the agent detail page, click Run to open the run dialog. Fill in the required inputs (e.g., employee, device, application) and click Run to start the workflow. The dialog varies by agent type.
Understanding Agent Runs
Each run has a unique Run ID, status, subject, duration, requester, and start time. Runs are triggered by schedules, events, or manual execution.
Viewing Agent Run Details
Click a run in the Runs history table to open the run details page. The page shows run metadata, step-by-step execution status, and outputs. Expand steps to see inputs, outputs, and errors.
Viewing Agent Execution History
On the agent detail page, open the Runs history tab. The table lists past runs with Run ID, Status, Subject, Duration, Requester, and Start Time. Use search and the status filter to find specific runs. Sort by column headers.
Understanding Agent Run Status
Running
Execution in progress.
Completed
All steps finished successfully.
Failed
One or more steps failed.
Aborted
Run was cancelled by user.
Time out
Run exceeded the time limit.
Skipped
Run or step was skipped.
Monitoring Active Agent Runs
Runs with status Running show a live duration timer in the Runs history. Open the run details page to see which step is running and monitor progress in real time.
Aborting Agent Runs
On the run details page, for runs that are still Running, click Abort to stop execution. Confirm in the dialog. Aborting stops all remaining steps, actions already completed in external systems may need manual review.
Exporting Agent Data
Exporting Agent Run History
To export agent run history to CSV:
Open the agent detail page
Click the Runs history tab
Apply any filters or search criteria you want (optional)
Click Export in the toolbar
The CSV file will download with the format
{agent-slug}-runs-YYYY-MM-DD.csv
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