The Sessions page in the Builder provides a detailed record of every AI Employee interaction. Use it to review lead qualification, assess agent success, and export session data.
What is a session?
A session is a single interaction — voice call, SMS conversation, or chat — between a user and the AI Employee. The system records metadata, lead flags, success assessments, and revenue metrics automatically when the session closes.
Builder Sessions vs. Customer Portal
Sessions appear in both the Builder and the Customer Portal. The Builder version includes the full 26-column set, including technical fields such as Session Id, External ID, UTMs, and Actual/Expected Result. Use the Builder when you need in-depth analysis or want to override assessments. For the Customer Portal version, see Portal - Sessions.
🗒️ NOTE
Open the Builder Sessions page for row-level review and human assessment overrides. The Customer Portal shows a simplified view of the same data.
Access the Sessions page
Open the Builder for the AI Employee.
Click Sessions in the left sidebar.
Session columns
Click Columns to show or hide columns using checkboxes. The table below lists all 26 available columns.
Column | Description |
Is Archived | Whether the session has been archived. Archived sessions are excluded from active reporting. |
Session Type | The intent category assigned to the session. |
Is Lead |
|
Is Opportunity |
|
ASR | Additional Secured Revenue for this session. See ASR formula and example. |
Is Test | Test session flag. Auto-assigned at session close and can be toggled manually. Test sessions are excluded from ASR calculations. |
Is Todo |
|
Contact | The user's name if provided, otherwise "User." |
Contact Information | Phone number, email, or other contact details collected during the session. |
Summary | AI-generated summary of the conversation. |
Lead Value | Estimated revenue if the lead converts. See Lead identification and Lead Value calculation. |
Conversion Rate | Percentage of conversations expected to result in a purchase. See Conversion Ratio. |
Recognition | Percentage of deals attributed to the AI Employee during business hours. See Recognition. |
Session Length | Duration category: Short, Regular, or Long. |
Auto assessment | AI-evaluated Agent Success: |
Human assessment | Human override of auto assessment. Takes precedence when set. See Agent success classification and assessment. |
Conversation Quality | Star-based quality score (CSS). See Scoring metrics: OSS and CSS. |
Working Hours | Whether the session occurred during business hours. |
Comment | Free-text notes added to the session. |
Units | Industry-specific units (e.g., guest count, square footage). |
Integration | Integration or connector associated with the session. |
External ID | Identifier from an external system (e.g., CRM record). |
Actual Result | The outcome that occurred, as determined by AI analysis. |
Expected Result | The expected outcome based on user intent. |
Session Id | Unique system identifier for the session. |
UTMs | UTM tracking parameters from the session source URL. |
Filter sessions
Use the search bar and Filters panel to narrow the session list.
The search bar accepts phone numbers and contact names.
Click Filters to open the filter panel. The table below lists all available filters.
Filter | Description |
Search | Text search by phone number or contact name. |
Is Lead | Filter by lead status. |
Is Opportunity | Filter by opportunity status. |
Is Test | Filter by test status. Select |
Is Todo | Filter by to-do status. |
Is Archived | Filter by archived status. |
Human Assessment | Filter by human assessment value. |
Auto Assessment | Filter by auto assessment value. |
Channels | Multi-select: Voice, SMS, Chat. |
Session Lengths | Multi-select: Short, Regular, Long. |
Integration / Connector | Filter by connected integration. |
Date & Time | Preset ranges: Last 24 Hours, Last 7 Days, Last 30 Days. |
From Date & Time / To Date & Time | Date pickers for a custom range. |
Export a session report
Set your filters (date range, Is Test =
Live, etc.).Click Export Session Report.
Check your email for the CSV file.
The exported CSV includes the following columns: Date/Time, Session Type, Is Lead, Is Opportunity, Is Test, Contact, Contact Information, External ID, Summary, Lead Value, ASR, Conversation Rate, ASR Recognition, Auto Assessment, Human Assessment, Conversation Quality, Working Hours, Comment, Channel, Actual Result, Expected Result, Agent IDN, Units, Integration
Review a session
Click a row to open the session detail panel.
Review the Summary and Transcript.
Check Auto assessment — override it with Human assessment if needed.
Add a Comment.
Example: Review a newly launched AI Employee's first week
Suppose you launched an AI Employee for a restaurant called "Sunrise Bistro" one week ago and want to evaluate its performance.
Open the Builder for Sunrise Bistro and click Sessions in the left sidebar.
Click Filters and set Date & Time to Last 7 Days.
Set Is Test to
Liveto exclude test sessions from the results.Scan the Auto assessment column. Look for sessions marked
No— these indicate the AI Employee did not achieve the expected outcome.Click a
Nosession to open the detail panel. Read the Transcript to understand what happened. If the AI Employee actually handled the call correctly, set Human assessment toYes-AorYes-Bto override the auto assessment.Check the Is Lead and Is Opportunity columns to see how many callers expressed purchase intent and how many qualified as opportunities.
Review Conversation Quality stars to identify sessions where the conversation quality was low. Add a Comment to flag sessions that need attention.
Click Export Session Report to generate a CSV of the filtered sessions. Share the report with the Sunrise Bistro owner or use it for internal analysis.