The Sessions page in the Customer Portal provides a record of every AI Employee interaction. Use it to review conversation outcomes, check to-do items, 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, success assessments, and revenue metrics automatically when the session closes.
Customer Portal vs. Builder Sessions
The Customer Portal Sessions page displays 11 columns focused on day-to-day session review. The Builder Sessions page includes additional technical and analytics columns such as Session Id, External ID, UTMs, and Actual/Expected Result. For the full column set, see Builder - Sessions.
🗒️ NOTE
Use the Builder Sessions page when you need human assessment overrides, lead qualification details, or technical session fields not shown in the Customer Portal.
Access the Sessions page
Open the Customer Portal for the AI Employee.
Click Sessions in the left sidebar.
Session columns
The table below lists all columns on the Customer Portal Sessions page.
Column | Description |
Datetime | Date and time the session occurred. |
Done | Whether the session has been reviewed or completed. |
To Do | Whether the session requires follow-up action (e.g., callback, relay message). |
Topic | The intent category assigned to the session. |
Summary | AI-generated summary of the conversation. |
ASR | Additional Secured Revenue for this session. See ASR formula and example. |
Tags | Labels applied to the session for categorization. |
Comment | Free-text notes added to the session. |
Conversation Quality | Star-based quality score (CSS). See Scoring metrics: OSS and CSS. |
Channel | Communication method used: Voice, Text, or Chat. |
Contact | The user's name if provided, otherwise "User." |
Filter sessions
Use the search bar and Filters panel to narrow the session list.
The search bar accepts phone numbers, contact names, summaries, and comments.
Click Filters to open the filter panel. The table below lists all available filters.
Filter | Description |
Search | Text search by phone number, contact name, summary, or comment. |
Session Types | Filter by intent category. |
Lead | Filter by lead status. |
Test | Filter by test status. Select |
ToDo | Filter by to-do status. |
Archived | Filter by archived status. |
Auto assessment | Filter by auto assessment value. |
Human assessment | Filter by human assessment value. |
Channels | Multi-select: Text, Voice. |
Session Lengths | Multi-select: Short, Regular, Long. |
Select date range | Preset ranges: Last 30 days, Last 7 days, Last 24 hours. |
From datetime | Date picker for the start of a custom range. |
To datetime | Date picker for the end of a custom range. |
Export sessions
Set your filters (date range, Test =
Live, etc.).Click Export to Email.
Check your email for the exported session data.
Review a session
Click a row to open the session detail panel.
Review the Summary and conversation details.
Add a Comment if follow-up is needed.