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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

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

When creating a new session, click the Templates button on the dashboard to browse available templates. Each template shows:
  • Icon — A visual identifier for the template category
  • Name — What the template is designed for
  • Description — A brief explanation of the use case

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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.

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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