Sending the post-session quiz to your client
The post-session quiz keeps your client working between two sessions: after each summarized session, the AI prepares a short personalized questionnaire from what was actually said. You review it, adjust it, send it — your client answers in two minutes, with no account, and their answers feed the next briefing and their memory.
Understanding the post-session quiz
On a one-to-one session page, the Quiz tab is headed Post-session quiz. The quiz is built on the session summary: once the summary is generated, a question draft appears automatically in the tab with the To review and send status. While it is being prepared, the tab shows Draft being generated… — the questions appear automatically in a few moments.
The post-session quiz is exclusive to the Signature plan. On other plans, the tab stays visible but shows a presentation screen with the Unlock button.
The conditions to send
- The client's consent must be confirmed. Otherwise the tab shows Quiz unavailable — as soon as they grant it, the quiz for this session becomes available again.
- The client record must have an email address: without one, the send button is disabled with an explanation.
- The quiz applies to one-to-one sessions only (no quiz on a group session) and is not available on a demo session.
Reviewing and adjusting the draft
- On the session page, open the Quiz tab.
- Review the questions the AI proposed. You can rephrase them, remove some, add your own, or change their type: short text, long text, single choice, multiple choice or yes/no (up to 15 questions).
- Click Save draft to keep your adjustments — the Draft saved toast confirms.
Marking an expected answer
On some questions, you can set an expected answer: the answer you're hoping to see, so you can spot the gap at a glance when the replies come in. This is only available on single choice and yes/no questions — not on short or long text, nor on multiple choice.
- In the editor, open the question.
- For a single choice, each option shows a Mark as the expected answer button; click it on the right option (Remove the expected answer to clear it). For a yes/no, two Yes / No buttons let you tick the expected answer.
- The hint Tick the expected answer (visible only to you) reminds you it's for your eyes only.
If you rename or delete the option you had marked, the marker simply falls back to empty — that's normal: re-tick the expected answer on the new list.
Sending the quiz
- Click Send quiz. The draft needs at least one question.
- Your client receives an email in their language with a secure link to their answer page — no account needed. The status switches to Sent {date} · awaiting reply, with the reminder: the link is valid for 30 days.
- Once the client has answered, the status switches to Answered {date} and their answers show up in the tab, question by question.
On the sent quiz, a question with an expected answer shows Expected answer: {value} beneath it (visible only to you). In the client's answers view, Klarity compares for you: if their answer matches, it carries Matches the expected answer (green, ticked); otherwise an Expected answer: {value} reminder flags the gap. You find that same gap again in the next session's briefing, when you prepare.
The answers received feed the next session's briefing and the client's memory: you find them again while preparing, with nothing to copy over. A notification tells you when a draft awaits your review and when answers come in.
Skipping a quiz
If a quiz makes no sense for this session, click Skip this quiz. A Skip this quiz? confirmation states that the quiz won't be sent for this session and that the action can't be undone: a skipped quiz can't be reopened. The next summarized session will offer a fresh draft.
Related articles
- The AI-generated session summary
- The pre-session briefing
- Sending or resending a consent request
Updated on: 08/09/2026
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