Industry Setup

Industry Setup is the second of Horizon’s three onboarding flows: you select your industry, Horizon recommends apps for it, and you deploy the ones you want. It takes about 30 minutes.

Caution

This page has been corrected. It previously told you to choose one of three “tracks” — Accounting & Finance, Sales & CRM, or Operations & Project Management — and to deploy named apps such as Accounting Assistant, Sales Copilot, Pipeline Reporter and Project Tracker. None of those tracks or app names exist in Horizon. If you searched the Store for them and found nothing, that is why. Horizon asks for your industry, not a track, and recommends apps from the live catalog.

Before you start

Complete the Quick Start first. You need an account and an organization.

The guided flow

Horizon presents onboarding at /onboarding under the heading Welcome to Horizon, offering three flows: Quick Start (~15 min), Industry Setup (~30 min) and Full Configuration (1–2 hours). Industry Setup runs in three steps.

1. Select your industry

   Horizon offers ten industries:

   Industry	Covers
   Construction	General contracting, subcontracting, and project management
   Professional Services	Consulting, accounting, and advisory firms
   Financial Services	Banking, insurance, and investment management
   Healthcare
   Technology
   Manufacturing
   Real Estate
   Retail
   Non-Profit
   Other

   Your selection drives the app recommendations in the next step. It is not a permanent classification — you can deploy anything in the Store regardless of what you pick here.

2. Review the recommended apps

   Horizon returns app recommendations for the industry you chose. Select the ones you want.

   Note

   The Store catalog is per-environment and changes as apps publish, so this page does not list what you will see. Browse Store > Apps for the current catalog.

3. Deploy

   Deploying installs the selected apps into your organization. You can deploy more at any time from Store > Apps.

Doing it manually

Everything the flow does is also available from the left rail, which is where you go once onboarding is behind you.

Connect a service

Go to Workspace > Connections and select Connect Service. Horizon shows a service picker — each service connects by OAuth, by API key, or by service-specific credentials, depending on the service.

Setup differs per service, so each has its own page:

• QuickBooks
• Sage Intacct
• Salesforce
• HubSpot
• Slack
• Microsoft 365
• Google Workspace
• Jira

A healthy connection shows Active. If one shows an error, open it and re-authorize.

Deploy apps

Go to Store > Apps and deploy what fits your work. The Store also carries Agents, Skills and Community.

Create a department

Go to Workspace > Departments and select Create Department. A department has a name and description, and holds the agents and connections its members work with.

Departments scope agent context and control who sees what. Add people to one from Settings > Users.

Try it

Open a conversation with a deployed agent and ask it something it should be able to answer from a connected service — a report for last quarter, the status of a record, a summary of recent activity. What an agent can actually do depends on the app it came from and the services you have connected.

Next steps

• Full Configuration — company profile, departments, all platforms, and the Operator.
• Connections overview — every supported integration.
• Building agents — custom agents with your own instructions.