Toolbox and membersDokumentationsmenü

Workers

Toolbox and members

Choose the agents, connections and integrations a Worker can use, add members with roles, and follow activity, presence and notifications.

Die Dokumentation gibt es auf Englisch und Türkisch, so wie die Harmona-Oberfläche. Diese Seite wird auf Englisch angezeigt.

A Worker reaches only what is in its toolbox. Its members decide what goes in, and everyone in the Worker sees the same dashboard, notes and chats. This page covers both, and how you stay informed.

The toolbox

The toolbox holds three kinds of resources, each shown on its own tile once it has something in it:

  • Agents the Worker can ask for an answer.
  • Connections: databases and document sources it can query and search.
  • Integrations: apps such as Jira, HubSpot or Zoho Desk it can read from and act in.
  1. 1Tell the Worker what it may use, for example “add the Support agent and our Zoho Desk to your toolbox”. Agents are built in Studio, connections in Knowledge sources and integrations under Integrations.
  2. 2Approve the Add to toolbox card.
  3. 3Later, click Add on a toolbox tile to pick more from a list, or Remove from toolbox to take one out.

You can add only what you are allowed to use yourself. Once a resource is in the toolbox, every member uses it through the Worker. If the person who added it loses access or leaves the organization, the tile marks it and the Worker stops using it until a member with use rights adds it again.

Achtung

Adding something to a shared Worker's toolbox lets every member use it through the Worker, even members it was never shared with. Check the member list before you add a connection or integration with sensitive data.
Your own accounts, such as your Gmail or Outlook, are always available to the Worker when you are the one chatting. In the add list they are marked Your own account.

Members and roles

Only people added to a Worker can open it. Its chat, widgets and notes are shared by all of its members. Memory stays personal.

  1. 1Click Share in the Worker header.
  2. 2Add people by name or e-mail and pick a role.
  3. 3Click Save. New members get an Added to a worker item in their inbox.
RoleWhat the member can do
Can viewOpen the Worker and read everything in it.
Can manageAlso change the dashboard, notes, rules, tasks and toolbox.
OwnerAlso manage members, rename the Worker and delete it. Hand over with Make owner.

Presence

The header shows who else has the Worker open, as Viewing now with their names. When another member's request is running, you see Working for and their name. Messages written by a task show Task run · on behalf of the person who created it.

Activity

The bell in the header opens Activity: who added, edited, pinned or removed widgets and notes, who added rules or members, which tasks were delegated, finished or failed, which files were saved and what changed in the toolbox. It also shows approvals waiting for you. Unread items are counted per member.

Notifications and e-mail

Task reports and reminders always reach your Inbox, where Open worker and Open the task conversation take you back. To get them by e-mail too:

  1. 1Open the bell in any Worker header.
  2. 2Under E-mail me, switch on Task reports, Reminders or both.

The e-mails come from Harmona to your account e-mail and cover every Worker you are in.

Aktualisiert 2026-09-24

ZurückTasks and delegationWeiter Starter packs