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Review a Debrief

Turn the conversation’s evidence into next actions and a focused practice plan.

A Debrief is the post-session coaching result. It connects the conversation's outcome, supporting evidence, and next actions. Live Sessions and rehearsals both appear in the Debriefs list.

Find the right Session

Open Debriefs, search by relevant text, or filter by Live and Rehearsal. You can also open Sessions inside a Prospect to review only that pursuit's conversations. Use the visible page controls when the list spans multiple pages.

Select the Session to open its detail. Check the company, mode, time, and duration so you know which conversation you are reviewing.

Debriefs directory with Live and Rehearsal filters and coaching result rows.
Find a completed conversation across your Prospects in Debriefs. Fictional example data. View full size.

Read the three sections

  1. Action plan contains the summary, recommended next actions, and highlights. If the Session saved an Account Action Plan, it appears under its full name here. The saved plan and the debrief's recommendations are separate pieces of information.
  2. Analysis explains strengths and practice opportunities, including supporting evidence. Use the next action to decide what to try differently.
  3. Transcript lets you inspect the conversation text. It loads when you open the tab and uses pages for longer conversations.

Use Open prospect to update the pursuit's context or inspect its coaching memory.

Debrief summary with highlights, next actions, and three review tabs.
Begin with the outcome and recommended next actions. Fictional example data. View full size.

When the result is not ready

Debrief is being prepared means processing is still underway; choose Check again. No debrief for this session can be an honest result when the Session has no usable content. A retrieval error is different: use Try again to reload it.

Inspect the supporting detail

Use the Analysis and Transcript tabs to compare a coaching claim with the conversation it describes.

Debrief Analysis showing strengths, evidence, and practice opportunities.
Use evidence in Analysis to choose a specific improvement. Fictional example data. View full size.
Debrief Transcript showing You and Customer conversation text with pagination.
Open Transcript when you need to check the words behind the coaching. Fictional example data. View full size.

Current development product · Reviewed September 8, 2026

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