> For the complete documentation index, see [llms.txt](https://docs.harmony.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.harmony.io/getting-started/getting-started-with-harmony-dashboard.md).

# Getting Started

{% hint style="info" %}
**Path:** `/dashboard`
{% endhint %}

### Welcome to Harmony Dashboard

Harmony Dashboard is your central command center for IT operations. The platform combines service desk ticketing, asset management, software inventory, AI agents, and workflow automation in one interface.

{% hint style="info" %}
**First time here?** This guide covers everything from what Harmony does to how to use the dashboard home screen. Navigation and advanced features are covered in separate guides.
{% endhint %}

### What is Harmony Dashboard?

Harmony Dashboard is an IT operations platform that unifies:

* **Service Desk** - Manage tickets across multiple desks with team-based routing
* **Asset Management** - Track hardware inventory, software licenses, and compliance
* **AI Agents** - Automate tasks like password resets, compliance checks, and onboarding
* **Workflows** - Build and run automation with the visual workflow builder
* **Analytics** - Custom dashboards with metrics on tickets, SLA, assets, and agents

Your experience depends on your role. Platform users (Admin, Agent, Observer) see the full dashboard. Desk-only users land on their tickets. Other users are directed to the Portal for self-service.

### Key Features Overview

The main sidebar gives access to core areas (based on your permissions):

| Section       | Description                                                            |
| ------------- | ---------------------------------------------------------------------- |
| **Dashboard** | Metrics and widgets for service desk, assets, AI agents, and workflows |
| **Tickets**   | Service desk with desks, ticket lists, and conversations               |
| **Agents**    | AI agents for compliance, acknowledgments, and automation              |
| **Workflows** | Visual workflow builder (when enabled)                                 |
| **Assets**    | Hardware inventory and details                                         |
| **Software**  | Software applications and licenses                                     |
| **People**    | Employee directory                                                     |
| **Settings**  | Configuration for desks, integrations, and preferences                 |

The sidebar is collapsible. Use the search icon or **Cmd+K** / **Ctrl+K** to open the command palette for quick navigation.

![Main sidebar with core sections](/files/e7fObMMjp1wPXH3dOO8t)

### System Requirements

Harmony runs in a web browser. Supported:

* Modern browsers (Chrome, Firefox, Safari, Edge)
* JavaScript enabled
* Network access to your Harmony tenant

The app uses React, TanStack Router, and Descope for authentication. Data is cached in the browser (IndexedDB) for offline resilience.

### Accessing the Dashboard

1. **Log in** at your tenant URL (e.g. `https://demo.harmony.io`).
2. **After login**, you're redirected by role:
   * **Platform roles** (Admin, Agent, Observer) → `/dashboard`
   * **Desk-only users** → first accessible ticket desk
   * **Other users** → `/portal`
3. **Dashboard URL**: `/dashboard` shows your default or system dashboard.

Admins can create custom dashboards; the system dashboard is read-only and serves as the default view.

#### Try Harmony with a demo account

Not ready to set up your own workspace? You can explore Harmony using a demo tenant account. A dedicated demo login flow lets you experience the full platform - tickets, assets, AI agents, workflows, and more - right away, without any setup required.

### First Login Experience

Authentication is handled by Descope. On first visit:

1. You're redirected to the login flow if not authenticated.
2. After login, the app loads with ThemeProvider, feature flags, and analytics.
3. Your tenant name appears in the sidebar header.
4. Permissions are checked to show the correct sidebar items.

If you land on `/portal` instead of `/dashboard`, your role may not include platform access.

### Install Harmony on Your Device

You can install Harmony so it feels and behaves like a native app, without being tied to a browser tab.

#### Progressive Web App (PWA)

Harmony supports installation as a Progressive Web App on desktop and mobile. Once installed, you can launch it directly from your home screen or app launcher. Key benefits include:

* **Faster load times** - A service worker keeps assets up to date with immediate cache invalidation whenever a new version ships, so you are never running stale code.
* **Push notifications** - Harmony can deliver timely alerts even when it is not your active browser tab.
* **Offline resilience** - Core assets are cached for improved reliability.

To install, look for the install prompt in your browser's address bar or menu, and follow the on-screen steps.

#### Android app (Google Play Store)

Harmony is also available as a native Android app on the Google Play Store. The app is built using a Trusted Web Activity (TWA), delivering the full Harmony web experience in a native Android wrapper. You can add it to your home screen, launch it like any other app, and enjoy a more integrated mobile experience.

Search for **Harmony** on the Google Play Store to download and install it on your Android device.

### Dashboard Home Screen

![Default dashboard home view with widgets](/files/fd0oqZOIuTYhwZnsxbXJ)

The dashboard shows a grid of widgets. You can change the date range, refresh data, and-for custom dashboards-edit the layout.

New workspaces start with an improved default layout, giving you a useful, well-organised view of your IT operations right from the start.

#### Default metrics (system dashboard)

The system dashboard includes:

**Number widgets:**

* Average Response Time
* Average Resolution Time
* SLA Compliance
* Total Tickets

**Chart widgets:**

* Ticket breakdown
* Software breakdown
* Asset breakdown by compliance
* Tickets resolved by employee
* Tickets solved by AI
* AI resolved vs escalated
* Tickets created by employee / AI
* Opened vs resolved
* SLA compliance
* Response vs resolution
* Ticket priority
* Agent ended by status
* Agent started by name / category

#### Date range

Use the date range selector for 1d, 7d, 30d, or 90d. All widgets use this range.

#### Custom dashboards

When you can edit:

* **Edit** - Enter edit mode to add, remove, or reposition widgets
* **Add widgets** - Open the widget library
* **Save & Exit** - Save layout changes
* **Cancel** - Discard edits

Widget types include line, bar, and donut charts plus number widgets.

### Harmony Copilot

Harmony Copilot is the AI assistant built into the platform, helping agents work faster and automating routine tasks. Copilot uses a curated, tagged set of platform APIs specifically optimised for AI-assisted interactions, so it consistently reaches for the right tools when helping you.

Recent improvements include:

* **More accurate API selection** - Copilot now uses path template matching in its API explorer, making it more reliable at locating and acting on the correct endpoints.
* **Better structured outputs** - Copilot's prompts include improved guidance for entity link formatting and auto-tagging, resulting in more consistent and readable responses.

### Getting Help and Support

Use the **Help** button in the sidebar (message circle icon) to open Intercom support.

You can also use the command palette (**Cmd+K** / **Ctrl+K**) to search for navigation and actions across the app.

![Command palette with search](/files/MMIZPfeLSu0454MnXAwD)

***

### Related Resources

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Navigating the Interface</strong></td><td>Master the sidebar, command palette, and keyboard shortcuts</td><td><a href="https://github.com/harmonyso/public-docs/tree/main/guides/navigating-the-interface/README.md">https://github.com/harmonyso/public-docs/tree/main/guides/navigating-the-interface/README.md</a></td></tr><tr><td><strong>Understanding Integrations</strong></td><td>Connect Slack, Okta, and other tools</td><td><a href="https://github.com/harmonyso/public-docs/tree/main/guides/understanding-integrations/README.md">https://github.com/harmonyso/public-docs/tree/main/guides/understanding-integrations/README.md</a></td></tr><tr><td><strong>Managing Your Profile</strong></td><td>Update your profile settings and preferences</td><td><a href="https://github.com/harmonyso/public-docs/tree/main/guides/managing-your-profile-and-preferences/README.md">https://github.com/harmonyso/public-docs/tree/main/guides/managing-your-profile-and-preferences/README.md</a></td></tr><tr><td><strong>Harmony Portal</strong></td><td>End-user portal for chat, tickets, and approvals</td><td><a href="https://github.com/harmonyso/public-docs/tree/main/guides/using-the-harmony-portal/README.md">https://github.com/harmonyso/public-docs/tree/main/guides/using-the-harmony-portal/README.md</a></td></tr></tbody></table>


---

# Agent Instructions
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