PBI Sessions

Sessions allow you to save, manage, and continue your PBI generation work.

Session Overview

What is a Session?

A session captures:

• Input sources (documents, text, images)
• Configuration settings
• Generated PBIs
• Export history

Session Statuses

Status	Description
Draft	Session created but not processed
Processing	AI is generating PBIs
Completed	Generation finished successfully
Failed	Error during processing

Sessions Dashboard

Navigate to Smart PBI > Sessions to view all sessions.

Dashboard Metrics

Metric	Description
Total Sessions	All-time session count
Active Sessions	Currently processing
Completed	Successfully finished
Total PBIs	Sum of all generated PBIs

Session List

Each session displays:

• Name - Session identifier
• Status - Current state
• Created - Creation timestamp
• PBI Count - Number of generated items
• Source Type - Input type used

Managing Sessions

Viewing a Session

1. Click on a session row
2. View session details:
   • Input sources
   • Configuration used
   • Generated PBIs
   • Export history

Session Actions

Action	Description
View	Open session details
Continue	Resume draft session
Duplicate	Create copy with same config
Load Config	Apply config to new session
Delete	Remove session

Continuing a Session

For draft sessions:

1. Click Continue
2. Modify inputs or configuration
3. Complete the generation

Duplicating a Session

Create a new session with the same setup:

1. Click Duplicate
2. A new draft session is created
3. Modify as needed
4. Run generation

Recent Sessions Sidebar

The sidebar shows your recent sessions:

Quick Access

• 5 most recent sessions displayed
• Click to open session details
• Load Config button for quick reuse

Load Configuration

Reuse settings from a previous session:

1. Find the session in sidebar
2. Click Load Config
3. Configuration is applied to current session
4. Modify if needed

Session Details

Overview Tab

Summary information:

• Session name and status
• Creation and completion times
• Source types used
• PBI count by type

Sources Tab

View input sources:

• Uploaded documents
• Pasted text content
• Images and mockups
• SmartRequest data

Configuration Tab

Settings used for generation:

• AI model
• Language
• Platforms
• PBI types
• Quality level

Results Tab

Generated PBIs:

• Hierarchical view
• List view
• Search and filter
• Export options

History Tab

Activity log:

• Creation timestamp
• Processing events
• Export actions
• Modifications

Filtering Sessions

Available Filters

Filter	Options
Status	Draft, Processing, Completed, Failed
Date Range	Custom date selection
Source Type	Document, Text, Image, SmartRequest
PBI Count	Range filter

Sorting Options

• Date (newest/oldest)
• Name (A-Z/Z-A)
• PBI Count (high/low)
• Status

Session Best Practices

Naming Conventions

Use descriptive names:

• [Project] - [Feature] - [Date]
• Sprint 15 - User Auth Requirements
• Q4 Roadmap - Mobile Features

Session Organization

• Complete or delete draft sessions regularly
• Archive old completed sessions
• Use consistent naming for easy search

Configuration Reuse

• Save successful configurations
• Use Load Config for similar projects
• Document preferred settings

Troubleshooting

Failed Sessions

If a session fails:

1. Check input file formats
2. Verify file sizes (< 10MB)
3. Ensure text content is not empty
4. Try reducing input size
5. Contact support if persistent

Processing Stuck

If processing takes too long:

1. Check session status
2. Refresh the page
3. Wait for completion notification
4. Contact support if > 10 minutes