Industry Setup

This guide helps you configure Horizon for the way your team actually works. Rather than setting up everything at once, pick the track that matches your primary use case and follow the steps. You can always come back and add more tracks later.

Note

This guide assumes you’ve already completed the Quick Start. You should have a Horizon account, an organization, and at least one deployed app before continuing.

Choose your track

Accounting & Finance

QuickBooks, Sage Intacct, financial reporting, reconciliation, and cash flow analysis.

Sales & CRM

Salesforce, HubSpot, pipeline management, deal tracking, and customer insights.

Operations & Project Management

Jira, project tracking, status reporting, and cross-team coordination.

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Accounting & Finance track

Best for: CFOs, controllers, bookkeepers, and finance teams who want agents that can pull reports, answer questions about financial data, and automate routine accounting tasks.

Connect your accounting platform

1. Connect QuickBooks or Sage Intacct

   Navigate to Workspace > Connections and add the connection for your accounting platform.

   For QuickBooks Online:

   • Click Add Connection and select QuickBooks.
   • Sign in with your Intuit credentials and select the company file.
   • Authorize the connection. Horizon requests read access to your chart of accounts, transactions, invoices, customers, and reports.
   • Once connected, verify the status shows Active.

   For Sage Intacct:

   • Click Add Connection and select Sage Intacct.
   • Enter your Sage Intacct company ID, user ID, and password. Horizon uses the Sage Intacct Web Services API.
   • Select the entities (top-level or specific) you want agents to access.
   • Verify the connection status.

   Tip

   If you use both QuickBooks and Sage Intacct (for example, different entities on different platforms), you can connect both. Agents will use the appropriate connection based on context.

2. Connect a communication channel

   Finance teams typically want agent responses delivered to Slack or Microsoft Teams in addition to the Horizon dashboard.

   Go to Workspace > Connections and add Slack or Microsoft 365 (which includes Teams). This lets agents post financial summaries, alert you about anomalies, and respond to questions directly in your team channels.

3. Deploy accounting apps

   Navigate to Store > Apps and look for apps tagged with Accounting or Finance. Recommended apps include:

   • Accounting Assistant — a general-purpose financial agent that can pull P&L reports, query transactions, look up customer balances, and explain variances.
   • Month-End Close — an agent workflow designed to help with reconciliation checklists and close tasks.

   Deploy each app by clicking Deploy and confirming the configuration.

4. Set up the Finance department

   Navigate to Workspace > Departments and click Create Department. Name it “Finance” (or “Accounting”), and assign the agents you just deployed to this department.

   Departments serve two purposes: they scope agent context so that finance agents prioritize financial data, and they control which team members have access. Add relevant team members to the department in Settings > Users.

5. Test with real queries

   Open a conversation with your Accounting Assistant agent and try these:

   • “Pull the Profit and Loss report for last quarter.”
   • “Show me all uncleared transactions over $5,000.”
   • “What were our top 10 customers by revenue last month?”
   • “Compare this month’s expenses to the same month last year.”

   If you connected Sage Intacct, try:

   • “Query AP bill items for the current period.”
   • “Show me GL detail for account 4000 this year.”
   • “Run an interactive report on revenue by department.”

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Sales & CRM track

Best for: sales leaders, account executives, revenue operations teams, and anyone who wants agents to help manage customer relationships and pipeline.

Connect your CRM

1. Connect Salesforce or HubSpot

   Navigate to Workspace > Connections and add your CRM connection.

   For Salesforce:

   • Click Add Connection and select Salesforce.
   • Sign in to your Salesforce org (Production or Sandbox).
   • Authorize the Horizon connected app. Horizon requests access to your standard and custom objects, reports, and dashboards.
   • Choose whether to connect to production data or a sandbox for initial testing.

   For HubSpot:

   • Click Add Connection and select HubSpot.
   • Sign in to your HubSpot account and select the portal.
   • Authorize the requested scopes for contacts, companies, deals, and engagement tracking.

   Caution

   If you’re connecting to a production Salesforce org, consider starting with read-only access until you’re comfortable with how agents interact with your data. You can expand permissions later in the connection settings.

2. Connect communication tools

   Sales teams benefit from Slack or Teams integration so agents can post deal updates, at-risk alerts, and pipeline summaries directly to sales channels.

   Also consider connecting Google Workspace or Microsoft 365 for email and calendar context. This allows agents to reference recent customer communications when analyzing deals.

3. Deploy sales apps

   Navigate to Store > Apps and look for apps tagged with Sales or CRM:

   • Sales Copilot — monitors your pipeline, summarizes deal activity, and answers questions about opportunities, accounts, and contacts.
   • Pipeline Reporter — generates scheduled pipeline reports and forecasts.

   Deploy the apps that fit your workflow.

4. Set up the Sales department

   Go to Workspace > Departments and create a “Sales” department. Assign your sales-focused agents and add your sales team members.

   If you have multiple sales teams (e.g., Enterprise, SMB, Channel), you can create separate departments for each with different agent configurations and data access scopes.

5. Test with real queries

   Open a conversation with your Sales Copilot and try:

   • “Show me all opportunities closing this month with a value over $50K.”
   • “Summarize the activity on the Acme Corp deal this week.”
   • “Which deals in my pipeline have gone stale with no activity in 14 days?”
   • “Draft a follow-up email for my meeting with Globex Corp yesterday.”

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Operations & Project Management track

Best for: engineering managers, project managers, operations leads, and teams that want agents to help coordinate work across tools.

Connect your project tools

1. Connect Jira

   Navigate to Workspace > Connections and add a Jira connection.

   • Click Add Connection and select Jira.
   • Sign in to your Atlassian account and select the Jira site.
   • Authorize access to projects, issues, boards, and sprints.
   • Select which Jira projects agents should have access to (you can choose all or limit to specific projects).

2. Connect communication and productivity tools

   Operations teams typically rely heavily on team communication. Connect Slack or Microsoft 365 (Teams) so agents can:

   • Create Jira tickets from Slack messages
   • Post sprint summaries and status updates to team channels
   • Alert project leads about blocked issues or missed deadlines

   If you use Google Workspace, connect it for access to Google Docs, Sheets, and Calendar, which agents can use for status reports and project planning.

3. Deploy operations apps

   Visit the Store > Apps and look for apps tagged with Operations or Project Management:

   • Project Tracker — monitors Jira projects, summarizes sprint progress, and flags blockers.
   • General Assistant — a flexible agent that can coordinate across multiple connected services.

   Deploy the relevant apps.

4. Set up the Operations department

   Go to Workspace > Departments and create an “Operations” or “Engineering” department. Assign the operations agents and relevant team members.

   For larger organizations, consider separate departments for each major function (Engineering, Product, DevOps) with tailored agent instructions and skill access.

5. Test with real queries

   Open a conversation with your Project Tracker agent and try:

   • “What’s the status of the current sprint in the PLATFORM project?”
   • “Create a bug ticket: login page returns a 500 error when using SSO.”
   • “Which issues are blocked right now and who’s assigned to them?”
   • “Give me a summary of what the team completed last week.”

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Combining tracks

Most organizations benefit from more than one track. Once you’ve completed your primary track, come back and work through additional ones. Agents can work across departments, so your finance agent can reference Salesforce data when analyzing revenue, and your sales agent can check QuickBooks for customer payment history.

To get the most from cross-functional agents:

1. Connect all relevant integrations from each track you use.
2. Create departments for each team but deploy some agents that span multiple departments.
3. Customize agent instructions to reflect your organization’s specific terminology and processes. See Building Agents > Instructions for details.

Next steps

Full Configuration Complete your organization setup with company profile, goals, user roles, API keys, scheduled jobs, and webhooks.

Connections Reference Detailed setup guides for every supported integration, including advanced configuration options.

Building Agents Learn how to create custom agents with tailored instructions, memory, and skill configurations.

Skill Reference Explore the complete reference for every skill available on the platform, with parameters and examples.