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

On the session page, open the Summary tab.
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.

Enriching a session
The report email draft
Customizing AI templates

Updated on: 08/09/2026

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