Review and improve sessions

Open Monitor > Sessions to review visitor conversations.

Use this page to unblock deals, not to audit every transcript.

Prioritize sessions where the visitor:

• Left an email
• Asked for next steps
• Asked about pricing, security, integration, or implementation
• Got an answer that felt wrong
• Created a follow-up promise

Review a session

Use the session list to find recent conversations.

Look for:

• Goal reached or not reached
• Visitor identity
• Summary
• Message history
• Unread sessions

Open individual sessions when the outcome looks important or surprising.

After reviewing, mark sessions read so the unread badge stays useful.

Sort unresolved items

Not every unresolved item means the same thing.

Visitor question

A visitor question is something the person asked in the session.

Owner action:

• Answer directly if it needs human judgment
• Add a source if the SynTwin should answer it next time
• Add a person note if the answer depends on relationship context

Reflection question

A reflection question is something SynTwin asks the owner after analyzing a session.

Owner action:

• Answer through 1:1 when it exposes a real knowledge gap
• Dismiss when it is irrelevant or already handled
• Update deployment instructions when the behavior should change

Follow-up promise

A follow-up promise is something the SynTwin or owner said would happen later.

Owner action:

• Add it to the person record
• Send the promised email, link, or resource
• Update the SynTwin after it is handled

Owner action

An owner action is work the SynTwin should not do alone.

Examples:

• Pricing exception
• Legal commitment
• Security review
• Contract negotiation
• Human introduction

Owner action:

• Handle it yourself
• Add a note so the SynTwin remembers the outcome
• Tighten deployment instructions if the SynTwin should escalate sooner

Use reflections

Open Train > Reflections.

SynTwin reflects on visitor sessions and can:

• Create knowledge rules
• Update knowledge rules
• Raise open questions
• Suggest instruction improvements

Questions have two main kinds:

• Knowledge Gap — the SynTwin needs facts only you can provide.
• Instruction — deployment instructions may need adjustment.

Answer a question

Open an open question and start a 1:1 chat or call.

The 1:1 starts with the question as context.

Answer concretely. The SynTwin can turn the answer into rules or other updates.

Dismiss a question

Dismiss a question when it is irrelevant, already handled, or not worth teaching.

Improve after a bad session

Use this loop:

1. Open the session.
2. Identify the reason the goal failed.
3. If facts were missing, add a source or answer a reflection question.
4. If behavior was wrong, edit deployment instructions.
5. If relationship context was missing, update the person.

For the daily routine, see Daily owner workflow.