Harvey Guide: Learn How to Use Harvey Directly in Harvey
Learn how to use Harvey directly in the product with instant, cited answers sourced from the Help Center.
Last updated: Nov 26, 2025
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.
- On your homepage, select Harvey Guide either from the recommended source list or from Files and Sources.
- Type a question about Harvey in the text box.
- Submit your query.
- Review Harvey’s response, which includes citations to Help Center articles and links to full documentation.
Tip: Harvey Guide is best used for questions about how to use Harvey—its current features, workflows, or troubleshooting steps. For feature ideas and upcoming releases, visit the Roadmap instead.
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
Describe what you’re trying to accomplish and ask Harvey Guide how to approach it.
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.