Sessions

A Session is one complete customer interaction — from the moment they reach out until the conversation wraps up. Every session is automatically summarized, tagged, and linked back to the full inbox thread so you can quickly audit, review, or learn from any customer exchange.

Sessions are especially useful for QA, coaching, and spotting patterns over time.

Opening Sessions

Click Sessions in the left sidebar. You'll see a timeline of recent sessions, with the newest at the top.

What each session shows

For each session in the list you'll see:

• Contact details — Name, avatar, and channel (WhatsApp, Instagram, Facebook, or WebChat)
• When it started — And how long it ran, if it's already ended
• Status — Whether it's still Active or has been Completed
• Summary — A short AI-generated recap of what the conversation was about
• Labels and custom fields — Anything that was applied to the conversation

Filtering the timeline

Use the controls at the top of the page to narrow things down.

Status filter

Switch between:

• All Sessions
• Active Sessions — Ones still in progress
• Completed Sessions — Ones that have wrapped up

Search

Type into the search box to search across session summaries, contact names, and contact emails.

Advanced filters

Click the + button to add more filters:

• Summary — Find sessions whose AI summary contains specific words
• Contact Name
• Contact Email
• Start Date and End Date
• Channel Type — WhatsApp, Instagram, Facebook, or Web Chat

Layer filters however you like to zero in on the sessions you care about.

Loading more

The timeline loads in batches as you scroll. You can also click Load More Sessions to pull in the next set. When you reach the end, you'll see "You've reached the end of the sessions."

Viewing a single session

Click any session in the list to open its detail page. Here you'll see:

• Summarized customer conversation — The highlights of the exchange
• Start and end times — Plus total duration
• Labels and custom fields — Everything tagged during the conversation
• Go to Conversation — A button that jumps straight to the full inbox thread if you want to read every message

When sessions come in handy

• Team coaching — Review how specific conversations were handled
• Spotting trends — Filter by channel and date to understand what customers are asking about
• Auditing AI handoffs — See exactly what your AI handled and where it passed off to a human
• Customer context — Look up a contact's recent sessions before replying to a new message

Related topics

• Inbox — Where live conversations happen
• Conversation Insights — Aggregate analytics across sessions
• Labels — Tag sessions to make them easier to find later
• Custom Fields — Capture business-specific data on each session