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Session Management
Sessions are your chat conversation history with AI agents and teams. Every conversation creates a session that you can revisit, continue, or analyze later. Think of it like your message history in WhatsApp or iMessage, but for AI conversations.
Overview
Access your sessions at /sessions to see all past conversations, AI-generated insights, and action items extracted from your chats.
What is a Session?
A session represents a single conversation thread between you and an AI agent or team. It includes:
- All messages exchanged (both yours and the AI's)
- AI-generated insights (summary, sentiment, topics, action items)
- Metadata (when started, last activity, message count)
- Continuation capability (pick up where you left off)
Example:
Session: ui_1704067200000_abc123
Agent: Customer Support Bot
Messages: 15
Started: 2024-03-15 10:30 AM
Last Activity: 2024-03-15 11:15 AM
Summary: "Customer inquired about refund policy and shipping times..."Session List
The main Sessions page (/sessions) shows all your conversation history.
View Modes
Switch between two views:
- List View: Table format with detailed information
- Grid View: Card-based layout for visual browsing
Use the view toggle in the top-right corner to switch.
List View Columns
| Column | What It Shows |
|---|---|
| Agent | Agent or team name with activity indicator and "Active" badge |
| Summary | Sentiment badge + AI-generated summary or first message preview |
| Topics | Key discussion topics as clickable tags |
| Insights | Action items count + total message count |
| Activity | Last updated time + conversation duration |
| Actions | Continue Chat button + Delete button |
Grid View Cards
Each session card displays:
- Agent Avatar & Name: Visual identification
- Session Type Badge: USER, SYSTEM, or SCHEDULED
- AI Summary: Brief conversation overview
- Sentiment Indicator: Positive (green), Neutral (gray), or Negative (red)
- Quick Stats: Message count, action items, key topics
- Action Buttons: Continue Chat, View Details, Delete
Search
Use the search box to find sessions by:
- Session ID
- Agent or team name
- Summary text
- Discussion topics
- Primary intent
Example:
Search: "billing" → Finds all sessions about billing topics
Search: "Support Bot" → Finds all conversations with Support Bot
Search: "positive" → Finds sessions with positive sentimentAI-Generated Insights
Every session is automatically analyzed by AI to extract valuable insights.
Sentiment Analysis
The AI detects the overall emotional tone of the conversation:
| Sentiment | Badge Color | Meaning |
|---|---|---|
| Positive | 🟢 Green | Happy, satisfied, appreciative conversation |
| Neutral | ⚪ Gray | Informational, factual exchange |
| Negative | 🔴 Red | Frustrated, confused, dissatisfied interaction |
Use Cases:
- Customer support teams: Quickly spot unhappy customers
- Quality monitoring: Track satisfaction trends over time
- Prioritization: Address negative sessions first
Conversation Summary
AI generates a concise summary of what was discussed:
Example:
Original Conversation (15 messages):
User: "I need help with my subscription"
Agent: "I can help with that. What's the issue?"
User: "I was charged twice..."
... (conversation continues)
AI Summary: "Customer reported double billing issue for
subscription. Agent verified duplicate charge, initiated
refund process, and provided confirmation number."Key Topics
The AI identifies main discussion themes and displays them as clickable tags:
Examples:
billingtechnical-issueaccount-setupfeature-requestpricing-inquiry
Use Cases:
- Categorize conversations automatically
- Find related discussions
- Analyze common support topics
Primary Intent
The AI determines the main purpose of the conversation:
Examples:
- "Request for refund"
- "Technical troubleshooting"
- "Product information inquiry"
- "Account cancellation"
- "Feature demonstration"
Action Items
AI extracts follow-up tasks mentioned in the conversation:
Example Conversation:
User: "Can you check my order status and send me tracking?"
Agent: "I'll look that up and email you the tracking number..."
Extracted Action Items:
✅ Check order status
✅ Send tracking number via emailAction items are displayed as an interactive checklist where you can:
- Check off completed items
- Track progress on follow-ups
- See completion status
Session Types
Sessions are categorized by how they were created:
| Type | Badge | Description |
|---|---|---|
| USER | Blue | User-initiated conversation (you started it) |
| SYSTEM | Gray | System-generated session (automated) |
| SCHEDULED | Purple | Scheduled/automated session (from automations) |
Session Detail Slideover
Click any session to open a detailed view in a right-panel slideover.
What's Included
| Section | Content |
|---|---|
| Header | Agent avatar, name, "Active Today" badge, session type |
| Quick Stats | Started date, last activity time, total message count |
| AI Analysis | Sentiment badge + primary intent + full summary |
| Discussion Topics | All key topics as clickable badges |
| Action Items | Interactive checklist with completion tracking |
| Conversation Preview | First few messages with "View Full Conversation" link |
Actions from Slideover
- Continue Chat: Opens chat interface to continue the conversation
- View Full Conversation: Navigate to full chat view
- Close: Return to session list
Continuing Sessions
Pick up any conversation exactly where you left off.
From Session List
- Click "Continue Chat" button on any session
- Opens chat interface at
/sessions/[session_id]/chat - All previous messages load automatically
- Start typing to continue the conversation
From Session Detail
- Open session detail slideover
- Click "Continue Chat"
- Same chat interface opens with full history
Session Chat Interface
The full chat interface includes:
Header
| Element | Description |
|---|---|
| Back Button | Return to Sessions list |
| Breadcrumb | Team › Agent navigation |
| Session Date | When conversation started |
| New Chat | Start a fresh conversation |
| Model Selector | Choose AI model for responses (if enabled) |
| Tools Toggle | Show/hide technical tool call messages |
| Message Count | Total messages + last updated time |
Message Types
The chat displays different message types with distinct styling:
| Type | Description | Appearance |
|---|---|---|
| User | Your input messages | Right-aligned, teal/emerald color |
| Assistant | AI responses | Left-aligned, indigo/blue color |
| Function Call | Tool invocations by AI | Purple badge, shows tool name and parameters |
| Function Result | Tool output | Shows returned data from tool |
| Reasoning | Agent thinking process | Collapsible section with internal reasoning steps |
Team Session Features
For team conversations, additional features appear:
Agent Sidebar:
- List of all team agents
- Click agent to direct messages to that specific agent
- Coordinator (manager) highlighted
- "All Agents" option for team-wide chat
Agent Switching:
You can switch which agent responds mid-conversation:
- Open agent sidebar (left panel)
- Click specific agent name
- Next messages go to that agent
- Click "All Agents" to return to team mode (manager routes messages)
Creating New Sessions
From Sessions Page
- Click "New Chat" button
- Select team from modal popup
- Redirects to chat interface
- New session created automatically
From Agent/Team Pages
- Click "Chat" on any agent card → Creates session with that agent
- Click "Chat" on any team card → Creates session with team (all agents available)
Session ID Format
Every session gets a unique identifier:
Format: ui_{timestamp}_{random}
Example: ui_1704067200000_abc123def
Components:
ui_ = User-initiated prefix
1704067200000 = Unix timestamp (milliseconds)
abc123def = Random alphanumeric stringReal-Time Messaging
Sessions use WebSocket for live, streaming responses.
Connection Status
| Status | Indicator | Description |
|---|---|---|
| Connected | 🟢 Green dot | WebSocket active, real-time messaging enabled |
| Disconnected | 🔴 Red banner | Connection lost, shows reconnect banner |
| Reconnecting | 🟡 Yellow spinner | Auto-reconnect with exponential backoff |
WebSocket Events
The system handles these real-time events:
| Event | What Happens |
|---|---|
text_delta | Streaming text chunk (AI response appears word-by-word) |
agent_completed | Agent finished response (typing indicator disappears) |
tool_call_started | Tool invocation beginning (shows activity indicator) |
tool_call_progress | Tool executing (updates progress) |
tool_call_completed | Tool finished (displays result) |
agent_thinking | Agent processing (shows thinking indicator) |
error | Connection or processing error (shows error message) |
Auto-Reconnect
If connection drops:
- Immediate Retry: Attempts reconnect after 1 second
- Exponential Backoff: Wait time doubles (2s, 4s, 8s, 16s)
- Manual Retry: Banner appears with "Reconnect" button
- Session Preservation: All messages saved, no data lost
Deleting Sessions
Remove conversations you no longer need.
Delete Single Session
- Click Delete button (trash icon) on session
- Confirm deletion in modal
- Session and all messages permanently removed
⚠️ Warning: Deletion cannot be undone. All messages and insights are permanently lost.
What Gets Deleted
- All messages in the conversation
- AI-generated insights and summaries
- Action items
- Session metadata
- The session record itself
What Doesn't Get Deleted
- Knowledge sources referenced (remain available)
- Agent or team configuration
- Other unrelated sessions
Statistics Footer
At the bottom of the Session List, view aggregate statistics:
| Stat | Description |
|---|---|
| Total Conversations | Number of sessions |
| Total Messages | All messages across all sessions |
| Action Items | Total extracted action items |
| Summarized | Sessions with AI summaries |
Use Cases
Customer Support
Scenario: Track support ticket conversations
- Filter by agent: "Support Bot"
- Search for sessions with follow-ups
- Check sentiment to identify unhappy customers
- Continue sessions to provide updates
Sales Teams
Scenario: Review prospect conversations
- Search: "pricing" or "demo request"
- Review summaries for key objections
- Identify action items (send proposal, schedule demo)
- Continue conversations with warm leads
Product Feedback
Scenario: Collect feature requests
- Filter by Topic: "feature-request"
- Review AI summaries for common themes
- Export action items to product roadmap
- Follow up with users who requested features
Tips & Best Practices
Naming Sessions
Sessions auto-name based on first message or topic. For clarity:
✅ Start conversations with clear topic: "Help with billing issue" ✅ Avoid vague openers: "Hi" or "Question"
Managing History
Regular Cleanup:
- Delete test conversations
- Archive old resolved sessions
- Keep important conversations for reference
Search Effectively:
✅ Good: Search "refund" + Filter "Negative sentiment"
✅ Good: Search agent name + Filter "Today"
❌ Avoid: Scroll through all sessions manuallyUsing Insights
Action Items:
- Check off completed items as you finish them
- Export to task management system
- Review unchecked items weekly
Sentiment Tracking:
- Monitor trend: Are conversations getting more positive?
- Alert on negative sentiment spikes
- Train agents based on negative session patterns
Topics:
- Click topic tags to find related sessions
- Identify most common discussion themes
- Build FAQ based on frequent topics
Troubleshooting
Session Won't Load
Problem: Chat interface shows error when continuing session
Solutions:
- Refresh the page
- Check internet connection
- Verify session still exists (not deleted)
- Try opening from session list again
Messages Not Appearing
Problem: New messages not showing in chat
Solutions:
- Check WebSocket connection status (green dot)
- Click "Reconnect" if disconnected
- Refresh page to reload messages
- Clear browser cache if issue persists
AI Insights Missing
Problem: No summary, sentiment, or action items
Solutions:
- Short conversations: Insights require 3+ messages
- Processing time: Wait 30-60 seconds after conversation ends
- Refresh page: Insights may load after refresh
- Content issues: Very short messages may not generate insights
Can't Continue Session
Problem: "Continue Chat" button not working
Solutions:
- Check if agent/team still exists
- Verify you have permission to chat
- Try opening from session detail instead
- Create new session if old one corrupted
What's Next?
- Learning Sessions: See what agents learned from specific conversations
- Export Sessions: Download conversation history for analysis
- Session Analytics: Track trends and patterns over time