Documentation Index
Fetch the complete documentation index at: https://help.harmonica.chat/llms.txt
Use this file to discover all available pages before exploring further.
What is a chain?
A chain is a sequence of sessions that run in order. Each step has its own facilitation focus and its own group of participants, but the output from one step flows automatically into the next as context. The final step sees the accumulated insight from every step before it. Chains are useful when you need structured progressions — a diverge-then-converge process, a panel of named roles deliberating in sequence, or a methodology that requires distinct phases. When you launch a chain, Harmonica automatically creates a project to contain all the steps. You can navigate between steps from any step’s results page.Start a chain
Chains start from the Templates page, not the main dashboard. Chain templates appear in their own section on that page.Go to Templates
Navigate to Templates from the top navigation. Scroll to the Methodology chains section to browse available chain templates.
Select a chain template
Click a chain template to open the chain overview. It shows the steps in order, what each step covers, and which roles (if any) each step requires.
Capture your roster (role chains)
If the chain uses named roles — for example, a Delphi panel or Six Thinking Hats — you’ll be prompted to add participant emails and assign each one a role before entering the wizard. Each step only activates for its assigned participants.For open-participation chains (no fixed roles), skip this screen.
Complete the session wizard
The wizard works the same as creating a standalone session. Fill in the objective, context, and any methodology-specific fields. The first step’s session is created when you launch.
Role-based steps
Some chain templates assign participants to specific roles. Each role gets a dedicated join link for their assigned step — they only participate in the steps they’re assigned to. For host-assigned chains, you assign participants to roles after the session launches. The step shows a waiting state until you make assignments; once you do, the step activates and participants can join. For round-robin and all-participants chains, role assignments happen automatically at launch based on your roster.Participants receive their step-specific join links once the step becomes active. If a step is waiting on role assignment or waiting for the previous step to finish, participants won’t see a joinable link yet.
How context flows between steps
When a step completes, its session summary automatically becomes part of the next step’s context. The facilitator in each new step knows what the previous group said. Depending on the chain template’s design, the next step may receive:- The previous step’s summary — the immediately preceding step only
- All prior summaries — everything the chain has produced so far
Navigate between steps
Once a chain is running, you can navigate its steps from any step’s results page. A step-progress widget shows the chain’s title, each step’s status (completed, current, or upcoming), and links to viewable steps. Public results pages include the same navigation, so stakeholders following the chain can move between visible steps without an account.Worked example: Wardley mapping
The Wardley Mapping chain template is a three-step process that ends with a rendered Wardley map:- Landscape scan — participants identify the components that make up the space: users, activities, and enabling capabilities.
- Evolution assessment — participants position each component on the evolution axis (genesis → custom → product → commodity).
- Strategic synthesis — the facilitator assembles findings into a rendered Wardley map, surfaced as a visual output artifact on the chain’s project page.
The Wardley map is assembled progressively across steps. You can open the map tab while the chain is still running to see the emerging picture — it updates as each step completes.
Related guides
Templates
Browse all templates, including methodology chains
Managing projects
Projects are created automatically for each chain
Session results
Reviewing results at each step
Context sources
Attach extra material to any step’s session