Harbiz Assistant is a conversational AI tool built directly into the platform to act as your business analyst. You can query it about your clients using plain, natural language to receive real-time data presented through clear text summaries, graphs, or tables. It interprets behavior patterns and suggests follow-up actions you can execute without ever leaving the chat.
Benefits of Harbiz Assistant
Quick Detection: Identify at a glance which clients are at risk, who hasn't logged a workout, or whose adherence has dropped—without having to check profiles one by one.
In-Depth Analysis: Get progress trends, comparisons, check-in responses, and workout volume in seconds. It prioritizes direct client feedback, including workout comments, RPE, and questionnaire responses.
Immediate Action: Draft personalized messages and generate progress reports right inside your workflow.
Time Savings: Turn multi-screen, manual lookups into instant, structured answers.
Role-Based Access: Available to primary professional accounts as well as collaborators (collaborators can only view their assigned clients).
Where to Find the AI Assistant
No extra setup is required. Simply log in to your Harbiz account and click "AI Assistant" in the main top navigation bar. Selecting it opens a side panel that shifts your screen content slightly, allowing you to keep your current page in view.
Tip: You can expand this side panel to full screen at any time to view your complete chat history along the left panel.
What Information It Can Access
Harbiz Assistant can read and analyze the following data for active clients:
Client Profile: Name, email, phone number, status, and assigned membership plan.
Activity History: Workouts, cardiovascular training, body measurements, questionnaires, completed sessions, and progress photos for any specified time frame.
Health Metrics: Goals, injuries, allergies, and logged medical notes.
Tracking Notes: Your ongoing client notes, including content inside attached files.
Check-ins & Forms: Latest check-in submissions and progress trends for energy, sleep quality, hunger, or stress levels.
🔒 Read-Only Assistant: All retrieved information is used strictly for analysis. The assistant cannot create, edit, or delete account data on its own. |
How It Knows Which Client You Mean
@ Mentions: Type
@followed by a client's name to select one or multiple clients from the search dropdown.Automatic Page Context: The panel automatically detects your current section (Clients, Library, Calendar, Business, Marketing, or Team) and uses it to refine its responses. If you are viewing a specific client's profile, the assistant's greeting and suggestions will automatically adapt to that client.
Mention Priority: Explicitly tagging a client using |
Common Prompt Examples
👥 Clients: "Which clients haven't trained in the last 7 days?" · "Who should I prioritize this week?"
📈 Progress: "Show me @María's adherence trend." · "Compare her performance today versus 3 weeks ago."
📝 Check-ins: "What were her responses on the last check-in?" · "How have her energy and sleep levels been over the past few weeks?"
🏋️ Workouts: "What program is currently assigned to @María?" · "Show exercise volume over the last month."
📅 Bookings: "Which sessions did this client attend this month?"
🏥 Health: "Does this client have any recorded injuries or allergies?"
📊 Reports & Outreach: "Generate a progress summary for @María." · "Draft a congratulations message for her recent achievements."
Response Formats
The assistant automatically selects the clearest format to display your data:
Highlighted Text Callouts: For direct insights and key performance trends.
Line Charts: For tracking changes over time (e.g., body weight, adherence rates, strength PRs).
Bar Charts: For exercise volume breakdowns, accompanied by summary cards displaying total tonnage, sets, and percentage changes compared to the previous week.
Comparison Tables: Side-by-side time period comparisons that can be exported directly to Excel.
Client Risk Rankings: Groupings that categorize clients by risk level (High, Medium, or Low).
Drafted Messages: Pre-written outreach messages tailored to your client, ready for review and editing.
Actions You Can Execute From the Chat
While the assistant cannot alter your database independently, it can prepare and execute tasks under your direct supervision:
Send Direct Messages: The assistant drafts the message inside the chat interface. You can review or edit the text before approving it with a single click.
Generate Follow-Up Reports: View executive summaries inside the chat or send full PDF reports via email to yourself or your client.
Bulk Actions: Mention multiple clients with
@to trigger group actions (e.g., "Send message to all 5" or "Download reports for all 5").Contextual Shortcuts: Built-in action buttons allow you to jump straight to a client's profile, copy response text, or export tables to Excel.
🔒 Manual Approval Required: No messages or emails are ever sent automatically. Every outreach task requires your explicit confirmation. |
Document & File Analysis
You can upload files in PDF, Excel, or image formats (via the paperclip icon or by dragging and dropping them into the panel). The assistant will process the content to answer your questions.
Common Use Cases:
Reviewing external medical reports to identify client injuries or restrictions.
Analyzing external adherence, sales, or performance records.
Extracting data from handwritten or scanned workout sheets.
Tone & Conversation Management
Communication Style: Direct and approachable, using bold highlights for key figures. It avoids technical jargon, database query terminology, and internal system IDs.
Handling Unsupported Requests: If you ask for an action the assistant cannot complete, it will explain why, point you to the appropriate Harbiz screen, or suggest alternative available data.
Conversation History: Chats are saved automatically with editable titles. You can filter past conversations by date, rename them, or delete them. Expanding the window fixes your history panel to the left side.
Feedback System: Rate individual responses using the 👍 or 👎 icons to help train and refine response accuracy.
Current Limitations (What It Cannot Do Yet)
To maintain absolute data integrity, Harbiz Assistant currently operates under the following intentional constraints:
Content Creation: It cannot build or assign workout programs, create exercises, schedule calendar events, or onboard new clients.
Client Scope: It analyzes active clients only; leads and prospects are not currently accessible.
Global Library Access: It cannot browse your general master library (global workouts, exercise banks, recipes, or templates). It only reads content currently assigned to a specific client.
Nutritional Breakdown: It does not calculate or breakdown calories or macronutrients for nutrition plans.
Data Accuracy Standard: If requested data does not exist in your account, the assistant will inform you rather than generating speculative estimates.
Frequently Asked Questions
Do I need to configure settings or sign up separately?
No. It is fully integrated and active whenever you log in to your Harbiz account. |
Can I see data for clients managed by other professionals on my team?
No. Data access strictly respects your team's role permissions. You can only view your own client roster, and collaborators can only see clients explicitly assigned to them. |
Can the assistant send messages to clients without my approval?
No. The assistant drafts the text, but sending requires you to review and click the confirmation button. |
What language does it respond in?
The interface elements adapt to your account settings, and the assistant answers in whichever language you use to write your prompts. |
Does it remember earlier context within the same conversation?
Yes, as long as the chat session remains open. If you mention |
Is there a message usage limit?
Yes, reasonable usage caps are in place to prevent system abuse. If reached, the assistant will notify you, and access will resume after a brief cooldown period. |
Can it build workouts or assign plans?
Not yet. Action-based features like creating content, scheduling sessions, and logging client notes are currently on the product roadmap. |
Can it list items from my global library?
No. The assistant focuses strictly on client data. It can view programs currently assigned to a client, but it cannot catalog your master library of exercises, workouts, recipes, or templates. |
Can it provide calorie or macronutrient breakdowns?
Not at this time. To prevent inaccurate figures, nutritional data points without full macronutrient structures are excluded from queries. |
Does this replace the client chat system?
No. The assistant is a back-office tool designed for you. It uses your platform chat solely as a delivery channel to send authorized messages to your clients. |