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# The AI-generated session summary

After each captured session, Klarity generates a structured summary that you can review, adjust and keep in the client's memory. It's the heart of the AI deliverables: it feeds future briefings and Memory Chat.

# Understanding the summary

The summary isn't a fixed block of text: it's a **sequence of free-form sections**, whose number, order and titles are defined by the **AI template** attached to the session type (for example *Key points*, *Emotions*, *Commitments*, *Next steps*). Each section has a **format** that drives how it renders:

- **Paragraphs** — one or more blocks of written text.
- **Bulleted list** — an enumeration of points.
- **Commitments** — a list of commitments made during the session, each able to carry a **due date** (shown as *Due: {date}*) and a **recurring** marker where relevant.

The summary becomes available once the session is in the **Summary ready · editable** state.

If you enabled the **Methodology lens** (Settings › AI personalization), a one-to-one session's summary can carry an extra reading section (for example **"Reading — Transactional Analysis"**), flagged with the **Framework reading** badge: a re-reading of the session through your coaching frameworks, visible to you only — never sent to the client (email or booklet).

| You choose the frame for your summaries in **AI templates**: that's where you define the expected sections. The **Customize template** link, at the top of the tab, opens the right template directly. A (dismissible) callout on the **Summary** tab is there to remind you: the summary's format is driven by the AI template attached to the **session type** — pick a type suited to the topic at hand.

# Reading the summary

1. On the session page, open the **Summary** tab.
2. The summary appears under the **Session summary** heading, with metadata (minutes recorded, words transcribed, number of sections). For a manual session, a **Based on your manual notes** badge replaces this metadata.

## Who wrote what: AI or you

On a recorded session, a small legend distinguishes what was **Written by AI** (text in gray) from what you **Rewrote by you** (text in black). This way you can spot your own contributions at a glance. Some list items also carry a **Verbatim** (quoted as is) or **Coach** (your interpretation) badge. This distinction doesn't appear on manual sessions, where everything is written by you.

# Editing the summary

As long as the session is **Summary ready · editable**, the **Edit** button opens **Edit the summary**: you can add and remove sections and items, and **reorder sections by drag and drop** (handle on the left of each section, just like in the AI-template editor). When adding a section, the **Add section** selector describes each rendering type — **Bullet list** (concise points), **Paragraphs** (free-form written text) or **Commitments** (concrete actions decided in session) — so you choose knowingly. Your changes replace the AI-generated content. Once the session is **Summary locked**, the button disappears and the summary can no longer be edited.

|| Editing is capped: a summary holds at most **15 sections**, and each list at most **40 items**. Once the limit is reached, the add button is disabled with the note **Maximum {max} sections reached** (or **items**).

| To share the summary elsewhere, the **Copy as Markdown** action (header **More actions** menu) copies the summary to the clipboard.

# Rating the summary's quality

Below the summary, the question **"Was this synthesis helpful?"** offers a thumbs 👍 or 👎. Your feedback helps improve the AI. A negative rating opens a short choice of reason (optional). Changed your mind? Click the already-selected thumb again to **remove your vote**. Manual sessions, written by you, aren't affected by this vote.

| 💡 **Tip:** the session audio is automatically deleted **24 h after the summary is generated** — a GDPR guarantee. After that, only the summary and the text transcript are kept.

# Related articles
- Enriching a session
- The report email draft
- Customizing AI templates