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Overview

After creating a session, you can adjust its settings at any time. This guide covers the key settings available to hosts.

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Editing the facilitator prompt

The facilitator prompt controls how the AI guides conversations with participants. To edit it:
  1. Open your session and go to settings
  2. Click Edit facilitator prompt
  3. Modify the instructions using natural language
  4. Save your changes
The updated prompt will apply to all new conversations. Existing conversations that are already in progress will not be affected.
Changing the facilitator prompt mid-session may lead to inconsistencies between early and late participants. Consider making prompt changes before sharing the session link.

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Editing the summary prompt

The summary prompt controls how participant conversations are synthesized. To edit it:
  1. Go to the session results page
  2. Click Edit summary prompt
  3. Adjust the instructions to change what the summary focuses on or how it’s formatted
  4. Save to regenerate the summary

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Session status

Sessions can be toggled between:
  • Active — Participants can join and contribute via the session link
  • Inactive — The session link no longer accepts new participants, but existing results remain accessible
This is useful when you want to close a session to new responses without deleting it.

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Visibility settings

Control what participants and collaborators can see:
  • Configure which result tabs are visible (summary, responses, chat, etc.)
  • Set whether the session is public or private
  • Control access to the session link

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Sharing and invitations

Every session has a unique link in the format app.harmonica.chat/chat?s={sessionId}. You can:
  • Copy the link — Share it via email, messaging, or any other channel
  • Generate a QR code — Useful for in-person events or printed materials

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Email invitations

You can send session invitations directly from Harmonica:
  1. Go to the session’s share settings
  2. Enter participant email addresses
  3. Send invitations — participants will receive an email with a link to join

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Share settings

Configure how the session can be shared:
  • Toggle public access on or off
  • Control whether the link can be reshared by participants

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Participant question editor

You can modify the pre-session form questions after creating the session:
  • Add questions — Add new fields (short text, email, multiple choice, dropdown)
  • Edit questions — Change question text, type, or options
  • Reorder questions — Drag and drop to change the order
  • Required fields — Mark specific questions as mandatory
  • Delete questions — Remove questions you no longer need
Changes to pre-session questions will apply to new participants. Existing participant responses are preserved.

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Deleting a session

To delete a session:
  1. Open the session settings
  2. Click Delete session
  3. Confirm the deletion
Deleting a session permanently removes all conversations, responses, and results. This action cannot be undone.

Creating sessions

Full guide to session creation

Session results

Reviewing and exporting results

Collaboration

Sharing access and managing roles