Session Management Best Practices
Your Sessions are the pulse of your AI’s performance — they show exactly how users engage, where conversations succeed, and where they fall short.
Managing sessions effectively helps you turn chat data into structured insight.
These best practices ensure your reviews, debugging, and iteration cycles are efficient, consistent, and meaningful.
1. Review Regularly
Set a review cadence — at least once a week — to catch recurring issues before they scale.
Each review cycle should focus on:
Missed or incomplete goals
Repeated or confusing responses
Negative sentiment sessions
Top-performing interactions for tone or conversion
💡 Tip: Schedule session reviews after every major update to your Brain or Journey.
2. Tag & Favorite Sessions
Use tags to organize sessions by purpose or finding type:
“Goal Missed”
“Good Example”
“Needs Brain Update”
“Bug – Debugged”
Mark excellent conversations as Favorites for internal training or future Agent calibration.
3. Use Filters Strategically
Filters aren’t just for finding — they’re for learning.
Combine filters to isolate performance trends:
“Goal Conversion” + “Last 7 Days” → success tracking
“Missing Knowledge” + “Negative Sentiment” → learning opportunities
“Principles Fixed” → compliance and moderation insight
4. Debug Intentionally
Don’t debug everything — focus on the moments that matter.
Use the 🤖 robot icon to troubleshoot specific messages:
Check which Brain or Journey triggered the response
Validate the context before and after the AI’s message
Look for conditions that didn’t match (or matched too loosely)
Then recreate the session to confirm your fix.
5. Connect Session Learnings to Brain
Every “Missing Knowledge” flag is an opportunity to grow your Agent’s intelligence.
Add missing answers to your Knowledge Collections
Rephrase ambiguous entries for clarity
Update outdated data (e.g., prices, contact details)
Regularly feeding these insights into your Brain keeps responses current and trustworthy.
6. Track Improvement Over Time
Compare results across Agent Versions to measure impact after changes.
Monitor:
Goal achievement rate
Average session length
Sentiment trends
Conversion-to-lead ratio
These metrics reveal whether your edits are truly improving engagement — or just moving problems around.
7. Collaborate Across Teams
Session insights are valuable beyond AI optimization.
Sales teams can review real buyer objections.
Marketing teams can learn user language for better messaging.
Product teams can find usability pain points from chat logs.
Share key sessions using Copy Link or export summaries for discussion.
8. Maintain a Debugging Log
Keep a simple log of what was fixed, when, and why.
Example:
Date | Issue | Fix Applied | Verified By |
|---|---|---|---|
Oct 20 | Missing Knowledge on “Pricing” | Added “Pricing FAQ” collection | ✅ Tested via Recreate Session |
It keeps optimization transparent and measurable.
Why It Matters
Consistent session management transforms your Agent from “reactive chatbot” to strategically improving sales AI.
You’ll:
- Reduce repeated errors
- Strengthen goal completion
- Build long-term reliability and user trust
- Good session hygiene = smarter, more human conversations.