Before an appointment, the pre-session briefing recaps the essentials of the client's journey: where you stand, the ongoing themes, the points to follow up on. You arrive prepared without rereading the whole history.

Understanding the briefing

The briefing is generated from the client's memory (session summaries, enrichment notes, themes). It draws on the intelligent memory, whose depth (the number of past sessions taken into account) you set in Settings › Sessions & memory. The richer the memory, the more relevant the briefing.

Where to find it

1. Open a session that's still Scheduled.
2. The Pre-session briefing block appears, with the "generated" label and the generation time.
3. If the memory is still empty, the briefing may be unavailable for now.

Setting availability

In Settings › Sessions & memory, in the Pre-session briefing section, the Briefing availability setting determines when the preparation is ready before the session.

Related articles

• Client memory
• Configuring your sessions & memory
• Enriching a session

Updated on: 18/07/2026