How do I view a client's Concierge responses?

When a client completes a Concierge, Visualist records the conversation as a session and Vai writes a short summary. This article covers finding a client’s responses and reading them.

View responses

1. Open responses. On the Concierge, click View responses. This opens the list of sessions for that Concierge.
2. Find the client. Each session shows the client’s name and email, the Concierge name, and when their last session was. Use the search and sort controls to narrow the list.
3. Open the session. Click a session to open the response detail.
4. Copy or save it. Select Copy beside the summary or transcript, or select Save as note to keep the transcript in Visualist.

What you see in a session

A session opens with two sections:

• Summary is Vai’s short write-up of what the client said. Click Copy to put it on your clipboard.
• Transcript is the full conversation, turn by turn, with each line marked as either Concierge or the client. Click Copy to copy it, or Save as note to keep the transcript as a note in Visualist.

If a session is still in progress, the detail shows “This session is still in progress.”