Harvey Guide: Learn How to Use Harvey Directly in Harvey

Overview

Harvey Guide makes it easier than ever to learn how to use Harvey—directly from Harvey itself.

Instead of searching through the Support Hub, you can ask Harvey questions about how to use the platform and get instant, cited answers drawn from official documentation.

Each answer includes direct links back to the relevant Support Hub articles, so you can explore topics in more depth or follow related best practices at your own pace.

Harvey Guide sources information from our Support Hub, covering:

• Step-by-step feature guides
• Troubleshooting instructions
• Product education and best practices

Why Use Harvey Guide

Harvey Guide helps you find answers faster, without leaving your workspace.

It’s designed to close the gap between knowing where to look and how to apply Harvey’s capabilities.

Common use cases:

• Learning how to use a feature or workflow directly in Harvey
• Troubleshooting issues without leaving the chat
• Exploring product best practices and AI prompt techniques

How to Use Harvey Guide

Follow the steps below to use Harvey Guide inside your workspace.

Sample Queries

Quick Q&A

• “How do I create a workflow?”
• “What’s the difference between Vault and Web Search?”
• “Should I use Assistant or a review table for [insert description of job to be done]?”

Use Case Guidance

• “Create a detailed guide of how best to approach the following use case in Harvey given current circumstances: [insert description of job to be done]”

Known Limitations

• Roadmap content excluded: Harvey Guide does not access or summarize information from the Roadmap.
• Feature visibility: Harvey Guide cannot detect which permissions your workspace has and may reference features unavailable to you.

  • For paid add-ons like LexisNexis®, Harvey will include a note suggesting you check with your admin about access.
  • For built-in features, like Vault, references may appear even if your workspace doesn’t have access yet.

FAQs