> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.klarity.coach/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Configure your sessions & memory

The **Sessions & memory** tab brings together everything about how a session unfolds: how it is recorded, how consent is collected, when the briefing is ready, and how Klarity draws on your clients' memory.

# Understanding the Sessions & memory tab

Open **Settings › Sessions & memory** (Settings left menu). The page is split into six sections — **Session recording**, **Consent**, **Pre-session briefing**, **Smart memory**, **Memory Chat**, **Practice benchmarks** — followed by a shortcut to settings managed elsewhere. As everywhere in Settings, your changes only take effect after you click **Save changes** (bar at the bottom of the page).

# Session recording

This section controls the capture of your video sessions.

- **Recording start** — your choice of: **Automatic**, **Never**, or **Ask every session**.
- **Visible recording signal** — shows an indicator during the session to flag that it is being recorded.
- **Review before summary lock** — keeps the summary editable during the enrichment window before locking it. When off, the summary is finalized immediately.
- **Enrichment window** — the period during which you can still complete your notes after a session (from 1 hour to manual). This setting is greyed out if the review above is disabled (the summary is then locked right away).
- **Recording bot name** — the name under which the Klarity assistant joins your video call (left blank, the default name applies). This is the name you admit into the Meet, Zoom or Teams room.
- **Bot arrival message** — a message shown in the meeting chat when the assistant arrives (Zoom, Google Meet and Microsoft Teams), to inform participants. It is only sent **if the visible recording signal is enabled**.
- **Report auto-send** — for session types set to automatic sending, the review delay before the report goes out to the client. You can always send it manually or cancel it before the deadline. This delay cannot be shorter than the **Enrichment window**: the report is only sent once the summary is locked, so the client always receives the final version.

| 💡 **Tip:** keep **Review before summary lock** enabled to start with. It lets you correct the transcript before the summary is locked — recommended while you find your feet.

# Consent

- **Automatically send the consent link** — the link goes out to the client as soon as their record is created.
- **If the client hasn't consented yet** — sets the capture modes allowed until consent is given: **Text and voice**, **Text only**, **Voice only** or **Disabled**.

# Pre-session briefing

- **Briefing availability** — when the preparation is ready before the session: **The day before at 6 pm**, **The day before at 8 am**, **1 h before**, or **Disabled**.
- **Interim check-ins between sessions** — automatically sends the client a short message near an engagement's due date, to collect their progress (they reply without creating an account). Their reply enriches the client's memory.

# Smart memory

- **Memory depth** — the number of past sessions taken into account to prepare the context (from the last 3 sessions to the entire history).

# Memory Chat

- **Default mode** — the mode opened by default in Memory Chat: **Ask every time**, **Client mode**, **Practice mode**, **Pilot mode**, **Group mode** or **Company mode**. Pilot mode carries a **Pro** badge (available from the Professional plan).
- **History retention** — how long conversations are kept: **30 days**, **90 days** or **Unlimited**.
- **Anonymize citations** — in practice mode, citations are anonymized ("a client mentioned…"). A **GDPR-compliant** badge confirms the state.

# Practice benchmarks

Anonymized benchmarks to situate your practice — never your content, never named.

- **Take part in anonymized benchmarks** — you receive benchmarks and your data feeds the averages of your specialty (aggregated, never named). Participation is **reciprocal**: opting out excludes you from the averages **and** removes your access to the benchmarks.

| Good to know: comparing your metrics to the anonymized median of your specialty is **reserved for the Signature plan** and will be available in **Q4 2026**. The participation setting itself is already accessible.

# Settings managed elsewhere

At the bottom of the page, the **Settings per session type** shortcut links to a dedicated screen: the report email, the automatic summary, the questionnaire and the reminder are configured **per session type**, via the **Manage session types** button (an Agenda tab).

| Good to know: the structure and tone of the summary and the report email are not set here but in **Settings › AI templates**, a full entry in the Settings left menu.

# Related articles
- Capture a session
- The pre-session briefing
- Customize your AI templates