Full Configuration

This guide walks through every aspect of setting up a Horizon organization from scratch. Work through it end-to-end for a complete production-ready deployment, or use the table of contents to jump to the sections you need.

Note

If you haven’t already, complete the Quick Start first. This guide builds on that foundation and assumes you have an active Horizon account and organization.

1. Company profile and identity

Your company profile provides context that agents use when generating responses, writing communications, and making decisions. The more complete it is, the more relevant your agents’ output will be.

1. Complete your company profile

   Navigate to Company > Profile and fill in every field:

   • Company name and legal entity name — used in formal communications and reports.
   • Industry and sub-industry — helps agents understand your business context and use appropriate terminology.
   • Company size — affects default configurations and recommended workflows.
   • Description — a 2-3 sentence summary of what your company does. Agents reference this when they need to explain your business to external parties or generate context-aware responses.
   • Website, phone, and address — referenced in generated documents and communications.
   • Logo — displayed in reports and exported documents.

   Tip

   Your company description is particularly important. Write it the way you’d describe your company to a new employee: what you do, who you serve, and what makes you different. Agents use this as grounding context across all interactions.

2. Define company goals

   Navigate to Company > Goals and set up your organization’s key objectives. Goals give agents strategic context so they can prioritize recommendations and flag information that’s relevant to what your organization is trying to achieve.

   For each goal, provide:

   • A clear name (e.g., “Increase Q2 revenue by 15%”)
   • A description with context about why it matters
   • Target metrics if applicable
   • A time frame

   Agents will reference these goals when generating reports, analyzing data, and making recommendations.

See Company > Profile and Company > Goals for full details.

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2. Organization settings and user management

1. Configure organization settings

   Navigate to Settings > Organization and review:

   • Organization name and slug — the slug is used in URLs and API endpoints.
   • Default timezone — affects how agents interpret dates and schedule jobs.
   • Default language — sets the language for agent responses (agents can still respond in other languages when asked).
   • Data retention policies — configure how long conversation history and agent memory are retained.

2. Set up roles

   Navigate to Settings > Roles to define access levels. Horizon comes with default roles, but you should customize them to match your organization:

   • Admin — full access to all settings, billing, connections, and agent configuration.
   • Manager — can deploy apps, manage agents, and view reports. Cannot modify billing or organization settings.
   • Member — can interact with agents and view deployed apps. Cannot modify configurations.
   • Viewer — read-only access to dashboards and reports.

   You can create custom roles with granular permissions for specific features. For example, a “Finance Manager” role that can manage accounting connections and agents but not sales-related resources.

3. Invite users

   Navigate to Settings > Users and click Invite User. Enter their email address and assign a role. Horizon sends an invitation email with a sign-up link.

   For larger teams, you can invite users in bulk by uploading a CSV file with email addresses and role assignments.

   Assign users to the appropriate departments (configured in the next section) so they see relevant agents and data when they log in.

4. Configure partner access (optional)

   If you work with external partners (accountants, consultants, managed service providers), navigate to Settings > Partners to set up partner accounts. Partners get scoped access to specific areas of your workspace without full organization membership.

See Settings > Organization, Settings > Roles, and Settings > Users for full details.

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3. Workspace configuration

Departments

1. Create departments

   Navigate to Workspace > Departments and create a department for each functional area of your organization. Common setups include:

   • Finance / Accounting — for agents handling QuickBooks, Sage Intacct, and financial reporting.
   • Sales — for agents working with Salesforce, HubSpot, and pipeline management.
   • Operations / Engineering — for agents connected to Jira and project management tools.
   • Executive / Leadership — for agents that aggregate data across departments for executive summaries.
   • Customer Success — for agents that combine CRM and support data.

   For each department, configure:

   • Name and description
   • Assigned agents — which agents are available to department members
   • Default connections — which integrations agents in this department should prioritize
   • Members — which users belong to this department

See Workspace > Departments for full details.

Connections

Connect every external service your organization uses. The more connections you establish, the more capable your agents become.

1. Connect accounting and finance tools

   Navigate to Workspace > Connections and set up:

   • QuickBooks — for accounting data, invoices, reports, and customer records.
   • Sage Intacct — for enterprise accounting, AP/AR, GL, and multi-entity reporting.

2. Connect CRM and sales tools

   • Salesforce — for opportunities, accounts, contacts, and pipeline data.
   • HubSpot — for contacts, deals, companies, and marketing data.

3. Connect communication platforms

   • Slack — for messaging, channel-based notifications, and conversational agent access.
   • Microsoft 365 — for Teams, Outlook email, OneDrive, and SharePoint.
   • Google Workspace — for Gmail, Calendar, Drive, and Docs.

4. Connect project and operations tools

   • Jira — for issue tracking, sprint management, and project boards.

5. Verify all connections

   Return to Workspace > Connections and confirm that every connection shows an Active status. If any connection shows an error, click into it to view the details and re-authorize if needed.

   Caution

   Some connections require periodic re-authorization (typically every 90 days for OAuth-based connections). Horizon will notify you before a connection expires, but it’s good practice to check connection health regularly.

See Connections > Overview for the full list of supported integrations and setup guides.

Deploy apps and configure agents

1. Deploy apps from the Store

   Navigate to Store > Apps and deploy all the apps relevant to your organization. Review the Store > Apps page to browse available options. For a comprehensive setup, deploy at least one app per department.

2. Customize agent instructions

   After deployment, go to Workspace > Agents and click on each agent to customize its instructions. Default instructions work well out of the box, but you’ll get better results by adding:

   • Your company’s specific terminology and abbreviations
   • Preferred reporting formats and frequencies
   • Escalation rules (when should the agent ask for human input vs. act autonomously)
   • Tone and communication style preferences

   See Building Agents > Instructions for guidance on writing effective agent instructions.

3. Configure agent memory

   Each agent has a memory that persists across conversations. You can pre-load important context that agents should always know, such as:

   • Key account names and their priorities
   • Internal processes and approval workflows
   • Fiscal year dates and reporting periods
   • Team structure and escalation contacts

   See Building Agents > Memory for details on managing agent memory.

4. Assign agents to departments

   Go back to Workspace > Departments and verify that each department has the right agents assigned. Agents can belong to multiple departments, but their behavior and available skills may be scoped based on department context.

See Workspace > Deployed Apps and Workspace > Agents for full details.

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4. Company features

1. Set up the Board

   Navigate to Company > Board to configure your organization’s high-level dashboard. The Board provides a visual overview of your company’s key metrics, agent activity, and progress toward goals. Customize the widgets and layout to show what matters most to your leadership team.

2. Configure Altitude Checks

   Navigate to Company > Altitude Checks to set up periodic automated reviews. Altitude Checks are scheduled agent runs that evaluate your business metrics, flag issues, and generate summaries. Configure them for:

   • Daily financial health checks
   • Weekly pipeline reviews
   • Monthly performance summaries

3. Set up the Operator

   The Operator (found at Company > Operator) is Horizon’s meta-agent. It helps you manage the platform itself: suggesting new skills, recommending configuration changes, and alerting you to issues. Review its default settings and customize its notification preferences.

4. Configure notifications

   Navigate to Company > Notifications to set up how and when you receive alerts from Horizon. Options include:

   • In-app notifications on the dashboard
   • Email digests (daily or weekly)
   • Slack or Teams messages for real-time alerts
   • Notification rules based on severity and category

   Also configure per-user notification preferences in Settings > Notifications.

See Company > Board, Company > Altitude Checks, Company > Operator, and Company > Notifications for full details.

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5. Billing and wallets

1. Set up wallets

   Navigate to Billing > Wallets to configure how your organization pays for Horizon usage. Wallets hold credits that are consumed when agents run skills and process conversations. You can create multiple wallets:

   • A primary wallet for general usage
   • Department wallets to track and limit spending by team
   • Project wallets for specific initiatives with defined budgets

   Fund your wallets via credit card, wire transfer, or through your partner/reseller.

2. Review your subscription

   Navigate to Billing > Subscriptions to review your plan. Verify that your subscription tier supports the number of users, agents, and connections your organization needs. Upgrade if necessary.

   Review the usage limits for your plan, including:

   • Number of active agents
   • Monthly skill executions
   • Conversation history retention
   • Number of connections

See Billing > Wallets and Billing > Subscriptions for full details.

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6. API access and automation

This section is for teams that want to integrate Horizon into their own applications or automate workflows beyond what the dashboard provides.

1. Generate API keys

   Navigate to Settings > API Keys and click Create API Key. Give the key a descriptive name (e.g., “Production Backend” or “CI/CD Pipeline”) and select the appropriate scopes:

   • read — query agents, conversations, and reports
   • write — create conversations, execute skills, and update agent memory
   • admin — manage organization settings, users, and connections

   Caution

   Store your API keys securely. They are shown only once at creation time. If you lose a key, revoke it and create a new one. Never commit API keys to version control.

   See API > API Keys and API > Authentication for full details.

2. Set up scheduled jobs

   Scheduled jobs let you run agent tasks on a recurring basis without manual intervention. Navigate to the API or use the dashboard to configure jobs such as:

   • Daily morning briefing — an agent summarizes overnight activity and posts to Slack at 8 AM.
   • Weekly pipeline report — a sales agent generates a forecast every Monday.
   • Monthly close checklist — an accounting agent runs through reconciliation tasks on the last business day of each month.

   Jobs are managed through the Scheduled Jobs API and support cron-style scheduling with timezone awareness.

3. Configure webhooks

   Webhooks let Horizon push real-time events to your systems. Navigate to the webhook configuration (via the API or dashboard) and set up endpoints for events like:

   • conversation.completed — triggered when an agent finishes a conversation
   • skill.executed — triggered after each skill execution, with input/output data
   • connection.status_changed — triggered when a connection goes offline or comes back online
   • job.completed — triggered when a scheduled job finishes

   Provide your endpoint URL, select the events you want to receive, and optionally configure a signing secret for payload verification.

   See API > Webhooks for the full event catalog and payload formats.

4. Test your API setup

   Verify everything works by making a test API call. Using curl or your HTTP client of choice:

   curl -X POST https://api.horizonplatform.ai/v1/conversations \
     -H "Authorization: Bearer YOUR_API_KEY" \
     -H "Content-Type: application/json" \
     -d '{
       "agent_id": "your-agent-id",
       "message": "What is my company profile summary?"
     }'

   You should receive a JSON response with the agent’s reply. If you get an authentication error, double-check your API key and scopes.

   See API > Overview for the full API reference.

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Configuration checklist

Use this checklist to verify you’ve completed every step:

• Company profile filled in with name, industry, description, and logo
• Company goals defined with targets and time frames
• Organization settings configured (timezone, language, retention)
• Roles created and customized for your team structure
• All team members invited and assigned to roles
• Partner access configured (if applicable)
• Departments created for each functional area
• All relevant integrations connected and verified as Active
• Apps deployed from the Store for each department
• Agent instructions customized with company-specific context
• Agent memory pre-loaded with key business information
• Agents assigned to appropriate departments
• Board configured with relevant widgets
• Altitude Checks scheduled for automated reviews
• Operator preferences configured
• Notification preferences set for all users
• Wallets funded and department budgets set
• Subscription tier reviewed and adequate for your needs
• API keys generated with appropriate scopes
• Scheduled jobs configured for recurring tasks
• Webhooks set up for real-time event notifications
• End-to-end test completed (send a message, verify skill execution, check webhook delivery)

Next steps

Platform Guide Deep dive into every feature of the Horizon dashboard.

Building Custom Agents Go beyond pre-built apps and create agents tailored to your exact workflows.

Skill Reference Explore every available skill with parameter details and usage examples.

API Reference Full documentation for the Horizon REST API.