Session Settings

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.

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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. Prompt rules can also be added through the Review tab on the session results page (Pro). When you apply a finding from that tab, it appends a rule to this prompt. See Reviewing facilitator behavior.

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Prompt edit history

Every change to the facilitation prompt and summary prompt is tracked. Open the History button next to either prompt in Session Design to see a timestamped log of edits — including who made each change and what triggered it (a manual edit, a template switch, a brief-field cascade, or a Review-tab suggestion you applied). You can restore any previous version directly from the history view. The restored text is staged for you to review before saving, so you won’t accidentally overwrite your current prompt without seeing the diff.

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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

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Session link

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

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Deleting a session

To delete a session:

1. Open the session settings
2. Click Delete session
3. Confirm the deletion

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