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Overview

Templates provide pre-configured session setups so you can get started quickly without designing a session from scratch. Each template comes with a predefined objective, context, and conversational guide tailored to a specific use case.

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Browsing templates

On the dashboard, click Templates next to “What do you want to find out?” to open the template catalogue. It has two views:
  • By goal groups templates by what you want to do. A template can appear under more than one goal.
  • By methodology groups templates by the method they come from, such as Sociocracy 3.0 or Wardley Mapping, and lists every template in each family. Templates not yet filed under a method appear under More methods.
Each template shows its name and description. A chain also shows how many steps it has. Where a template is based on someone else’s method, it shows a source credit linking to the original work and, for some methods, the licence of that work. The credit appears in both views. Templates you installed yourself, such as a chain installed from a method spec through the MCP server, appear in a separate Your templates section above both views, marked Private. Only you can see them, and they do not appear in the shared catalogue. If you open the catalogue from a project, the new session is created inside that project. Use Start from scratch instead to skip templates.

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Using a template

1

Select a template

Click on a template to select it. The template’s pre-configured fields will be loaded into the session creation form.
2

Review and customize

The template pre-fills your session’s objective, critical-to-gather information, and context. Review these fields and adjust them to match your specific needs.
3

Refine the prompt

The AI-generated conversational guide will be based on the template’s defaults. You can edit and refine it just like any other session.
4

Configure and launch

Set up your participant questions, then launch and share as usual.
Templates are starting points — feel free to modify any field to better fit your situation. The template just saves you from starting with a blank form.
Some templates go further than pre-filling the brief: they declare method-specific creation fields (replacing the generic goal / critical / context with fields tuned to the method) and their own participant pre-survey questions. Both appear automatically when you pick the template. See Creating sessions.

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Common template types

Harmonica includes templates for a variety of use cases:
  • Product feedback — Gather user opinions on features, workflows, or product direction
  • Team retrospectives — Reflect on what went well and what to improve
  • Research interviews — Conduct structured qualitative research
  • Planning sessions — Align a group around goals and next steps
  • Stakeholder input — Collect perspectives from diverse stakeholders
  • Workshop facilitation — Run guided discussions on specific topics

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Chain templates

Chain templates link multiple sessions together into a workflow, where the output of one step feeds into the next as context. Each step can have its own participant group and, for role-based chains, its own named roles. See the Chains guide for a full walkthrough — including role-based participation, context flow, and the Wardley Mapping worked example.
Chain templates appear in their own section on the Templates page. They launch from there, not from the dashboard’s session-creation wizard.

Creating sessions

Full guide to session creation

Chains

Multi-step chain templates in depth

Session results

Reviewing and exporting results