How can we help?

Common questions

• How do I log in to the owner console?

  Go to /console/login and request a magic link with your owner email. If email is not configured yet, the shared dev password may still work in local environments — check with your Harmony admin.

• What is the Find → XRAY → Deploy workflow?

  Find adds a lead, XRAY scans the practice website and builds a knowledge pack with leak insights, and Deploy provisions your AI receptionist line. Run XRAY from the client detail page, then Deploy when the scan is READY.

• How does the office portal work?

  Each client can have a portal access token. Staff open /portal/login with the token to view activity, appointments, and limited settings — no owner console password required.

• How do patients book online?

  Owners can create a public booking link at /book/[token] from the client detail page. Patients pick a slot without logging in. This is separate from the website chat embed.

• How do appointment reminders work?

  When configured, a cron job calls /api/cron/appointment-reminders about 24 hours before appointments. Set CRON_SECRET in Admin / Keys and schedule the job in your hosting provider (see production docs).

• Where do I add API keys?

  Open Admin / Keys in the owner console. Retell, Twilio, Stripe, LLM, Firecrawl, and other integrations are stored encrypted — never paste keys into chat or commit them to git.

• How is Harmony Reception priced?

  Harmony uses usage-based monthly pricing tied to estimated phone leak (a percentage of leak, not a flat SaaS tier). Exact quotes appear on XRAY reports and client detail — contact hello@harmonyreception.com for sales questions.

• What is the website chat embed?

  The embed at /embed/chat/[businessId] is patient-facing office chat for a specific practice. This /support page is product help for Harmony customers — not patient chat.

• How do I pause or resume my AI agent?

  On the client detail page, use Agent controls to pause or resume the LIVE agent. Deploy must have completed first. Pausing is a database status — live telephony pause depends on your Retell/Twilio setup.

• How do SMS confirmations work?

  When Twilio keys are in Admin / Keys, appointment confirm and cancel actions can send SMS templates you configure. Without keys, SMS steps soft-fail in stub mode — the appointment still updates in Harmony.

Chat with help

Ask a question — answers come from the FAQ above. Signed-in portal sessions unlock client connectivity/diagnosis tools; owner sessions unlock platform go-live tools. With an LLM key in Admin / Keys, replies can be more conversational.