Harmony Ops Onboarding Assistant
Get instant answers to onboarding questions without waiting on support.
This assistant responds based on your Harmony Ops tier and shows you what’s available to you.
Harmony Ops Onboarding Assistant
Get instant answers to onboarding questions without waiting on support.
This assistant responds based on your Harmony Ops tier and shows you what’s available to you.
HOW THIS PAGE WORKS
Use the assistant below to:
Ask onboarding or setup questions
Understand what features are included in your plan
Learn how to activate tools you already have access to
See what additional capabilities exist in higher tiers
Example: “Do I have access to calendars?” or “How do I turn on missed-call text back?”
HOW THIS PAGE WORKS
Use the assistant below to:
Ask onboarding or setup questions
Understand what features are included in your plan
Learn how to activate tools you already have access to
See what additional capabilities exist in higher tiers
Example: “Do I have access to calendars?” or “How do I turn on missed-call text back?”
TIER OVERVIEW INTRO
Harmony Ops Tiers at a Glance
Each tier builds on the one before it. You may not need every feature listed — but they are available to you, and the assistant can help you use what you have.
Starter Tier
Stable AI Front Desk & CRM Foundation
Best for: Early-stage or micro DPC clinics, or busy practices that need reliable call/chat handling and compliance.
What You Get
AI website chat trained on your site
Answers FAQs (insurance, DPC, hours, location)
Lead capture + automatic CRM contact creation
New lead, call, and missed-call notifications
Voice AI Lite + missed-call text-back
Custom voice greeting + call routing
HIPAA-enabled system with BAA
New patient onboarding workflow
Lead nurture sequence (5 email/SMS touches)
1 custom form
Phone app access
Up to 2 users
$20 AI usage credit / 28 days
Support
Weekly group calls (4 weeks)
Harmony Ops CENTRAL community
Meta Ads course
Not Included
Social planner & Content AI
Reputation management
Scheduling calendars
One-on-one onboarding
Growth Tier
Automated Follow-Up, Social & Reputation Growth
Best for: Practices ready to increase lead flow, automate follow-up, and build visibility.
Everything in Starter, plus:
Expanded Systems
2 calendars (meet & greet, consults)
Google Calendar integration
Advanced CRM pipelines
2 total custom forms
Up to 5 users
$30 AI usage credit / 28 days
Marketing & Visibility
Social Planner & Content AI (HIPAA)
Reputation management (HIPAA)
Email & SMS broadcasts
Monthly newsletter
Blog, website builder, forms, surveys (tool access)
Support
One-on-one systems walkthrough
Weekly support calls (4 weeks)
Monthly social media challenges
Not Included
Client communities or courses
Payments
Custom automation builds
Advanced AI training
API / Zapier connections
Premium Tier
Advanced Automation & Full Personalization
Best for: Practices that want deeper automation, lifecycle marketing, and brand refinement — without DIY builds.
Everything in Growth, plus:
Advanced Automations
Cold lead reactivation
Referral booster workflows
Birthday & anniversary automations
3 calendars
Seasonal or launch email/SMS campaigns
Messaging & Brand Refinement
FAQ rewriting & standardization
Brand voice and tone alignment
Practice-specific AI customization
Content & Reputation
Monthly newsletter template
Enhanced review request workflows
Access
Unlimited users
$50 AI usage credit / 28 days
TIER OVERVIEW INTRO
Harmony Ops Tiers at a Glance
Each tier builds on the one before it. You may not need every feature listed — but they are available to you, and the assistant can help you use what you have.
Starter Tier
Stable AI Front Desk & CRM Foundation
Best for: Early-stage or micro DPC clinics, or busy practices that need reliable call/chat handling and compliance.
What You Get
AI website chat trained on your site
Answers FAQs (insurance, DPC, hours, location)
Lead capture + automatic CRM contact creation
New lead, call, and missed-call notifications
Voice AI Lite + missed-call text-back
Custom voice greeting + call routing
HIPAA-enabled system with BAA
New patient onboarding workflow
Lead nurture sequence (5 email/SMS touches)
1 custom form
Phone app access
Up to 2 users
$20 AI usage credit / 28 days
Support
Weekly group calls (4 weeks)
Harmony Ops CENTRAL community
Meta Ads course
Not Included
Social planner & Content AI
Reputation management
Scheduling calendars
One-on-one onboarding
Growth Tier
Automated Follow-Up, Social & Reputation Growth
Best for: Practices ready to increase lead flow, automate follow-up, and build visibility.
Everything in Starter, plus:
Expanded Systems
2 calendars (meet & greet, consults)
Google Calendar integration
Advanced CRM pipelines
2 total custom forms
Up to 5 users
$30 AI usage credit / 28 days
Marketing & Visibility
Social Planner & Content AI (HIPAA)
Reputation management (HIPAA)
Email & SMS broadcasts
Monthly newsletter
Blog, website builder, forms, surveys (tool access)
Support
One-on-one systems walkthrough
Weekly support calls (4 weeks)
Monthly social media challenges
Not Included
Client communities or courses
Payments
Custom automation builds
Advanced AI training
API / Zapier connections
Premium Tier
Advanced Automation & Full Personalization
Best for: Practices that want deeper automation, lifecycle marketing, and brand refinement — without DIY builds.
Everything in Growth, plus:
Advanced Automations
Cold lead reactivation
Referral booster workflows
Birthday & anniversary automations
3 calendars
Seasonal or launch email/SMS campaigns
Messaging & Brand Refinement
FAQ rewriting & standardization
Brand voice and tone alignment
Practice-specific AI customization
Content & Reputation
Monthly newsletter template
Enhanced review request workflows
Access
Unlimited users
$50 AI usage credit / 28 days
Ask the Onboarding Assistant
Not sure where to start? Ask the assistant what you can do on your plan or what your next step should be.
Try Asking…
“What features are included in my current tier?”
“How do I activate missed-call text back?”
“Do I have access to social posting or reputation tools?”
“What automations are already set up for me?”
“What would I gain by upgrading to the next tier?”
Ask the Onboarding Assistant
Not sure where to start? Ask the assistant what you can do on your plan or what your next step should be.
Try Asking…
“What features are included in my current tier?”
“How do I activate missed-call text back?”
“Do I have access to social posting or reputation tools?”
“What automations are already set up for me?”
“What would I gain by upgrading to the next tier?”
If something appears broken or you’re fully blocked, reach out in the Harmony Ops community.
For setup, feature access, and next steps — use the assistant first.
This onboarding assistant is designed to help you move faster and get more value from Harmony Ops — at your pace.
If something appears broken or you’re fully blocked, reach out in the Harmony Ops community.
For setup, feature access, and next steps — use the assistant first.
This onboarding assistant is designed to help you move faster and get more value from Harmony Ops — at your pace.
Copyrights 2025 Harmony Ops Health™ a DBA of Crescendo Operations LLC™ | Terms & Condition | Privacy Policy
Copyrights 2025 Harmony Ops Health™ a DBA of Crescendo Operations LLC™ | Terms & Condition | Privacy Policy