Meetings and conversations
The two kinds of session, the tabs they share, how they differ, and what each one leaves behind.
A session is one piece of work with an agent, about one record. There are two kinds.
A meeting is a live voice call. You talk, the agent listens, and a transcript builds as you go. A conversation is a text chat. You type, and the agent's reply appears as it is written.
Both belong to an organization, both are linked to a record, and both produce the same things afterwards.
The tabs
Every session has the same row of tabs under its header. In a meeting you can also swipe sideways between them.
| Tab | What is on it |
|---|---|
| Chat | The transcript, the messages and the composer |
| Signals | What Auron noticed in this session |
| Automations | The automations bound to this agent, and their latest runs |
| Artefacts | Reports, extracted information and saved cards |
In a chat the last tab reads Artifacts instead of Artefacts. It is the same tab. A dot appears on it when a report finishes while you are on another tab.
Personal accounts have no automations, so their sessions show three tabs: Chat, Signals and Artefacts.
In a chat you have not sent yet, only Chat works. The other tabs are dimmed until the first message creates the session.
Where they differ
| Voice call | Chat | |
|---|---|---|
| How you talk to it | Speaking, and typing when you need to | Typing |
| What the transcript holds | What was said, attributed to each speaker, plus anything typed | The messages |
| Composer + menu | Extract information, Attach images, Take a photo, Summary | Attach images, Take a photo, Attach knowledge store, Attach knowledge base files, Process with agents |
| Phone button in the header | Starts a new call on this meeting | Moves the chat into a meeting and starts a call |
| Needs a connection | Yes, throughout | Yes, to send and receive |
Titles
A new session is titled from its record, as "Session for" the record name followed by the date and time. A chat renames itself once, after the first exchange.
To change a title, tap the ⋮ button in the header and choose Edit. The edit screen has a Regenerate button that writes a new title from what was said, and a field for the description.
The actions sheet
The ⋮ button opens a sheet with the session's description and three actions. Add to Favorites stars the session's record, not the session itself. Edit opens the title and description. Delete asks first and cannot be undone.
What comes out of a session
Signals are detected as the session goes. Reports and extracted information land in the Artefacts tab. On a team account, automations bound to the agent may run on their own and ask you to approve a step. After a call is debriefed, your agents decide whether to follow up; see Agents and their cards.
Voice calls
Starting a call, the call screen, the four agent modes, and the debrief.
Chats
Typing to an agent, attaching photos and knowledge base files, and turning a chat into a call.
Signals
The intents, risks and shifts Auron picked up, with the quote each one came from.
Automations in a session
What is bound to this agent, what its last run did, and any approval waiting on you.