Retrieve specific details from past sessions
B
Bodil Eide
Does the Pro version allow me to ask the AI questions that retrieve specific details about a client from across many past sessions (for example, information mentioned months ago that is buried in hundreds of transcripts), or does ‘Ask Heidi’ only work within a single session or selected notes? If cross-session retrieval is possible, how is this indexed and limited?
Tom
Great to hear your perspective, Bodil Eide! I have a few more questions for you:
- What specific types of details or information are you most interested in retrieving from past sessions?
- How frequently do you anticipate needing to retrieve information from past sessions?
- Are there any specific privacy or security concerns you have regarding cross-session data retrieval?
B
Bodil Eide
Tom I often wish I could ask about a biographical detail that had been mentioned, how and when a specific issue was worked on, or even search for keywords within the transcripts.
I would probably use these features several times a week.