Ask Sio

How to ask a question about a client or a session and get an answer linked to what was said.

Sio answers questions about a client or a single session. Answers link to quotes from the transcript, so you can check where each fact comes from.

Where to find it

The question field sits in the bottom-right corner of every screen in the app, with Sio to its right. Click the field or press ⌘J.

What you ask about depends on the screen:

on a client page — all of that client’s sessions;
on a session page — that session.

To ask about something else, click the avatar on the left of the field and choose This session, the client with all sessions, or Another client · or @name. You can also start your question with @ and a client’s name.

How to do it

Click the field or press ⌘J.
Type a question or pick a suggestion, such as What did we agree on last time? or Which tasks came up?.
Click Send. To interrupt the answer, click Stop answer.

While Sio is answering, you see the steps: Transcript read, Sessions and schedule checked, Writing the answer. After the answer you can ask a follow-up in the same dialog or start a New dialog. Press Esc to collapse the dialog.

Asking about an excerpt. Select text in a transcript and click Ask about this excerpt. The excerpt is attached to your question.

What you’ll see

An answer with numbered sources. Click a number to see the quote, the date, and who said it. Open in transcript takes you to that line.
Verification tags. differs from the quote means the quote says otherwise, so check the statement. no source means the statement links to nothing said.
Short answers without the dialog. For questions like When is the next session? or How many sessions have there been?, the answer appears right above the field and the dialog doesn’t open.
Answer actions. Add to note inserts the answer with quotes into the session note. If you asked about a client, it goes into the note of the latest session. Copy copies the answer. Mark as inaccurate reports a mistake to us.

Questions and answers don’t change the Portrait or the summary. An answer gets into a note only when you click Add to note.

If it didn’t work

The transcript isn’t ready yet. Wait until the session finishes processing and ask again.
This client has no sessions yet. Sio answers only from recorded or uploaded sessions.
No questions left for today. The number of questions per day is limited. The message says when new ones arrive.
No connection. Ask once the network is back.
The field is gone. You probably chose Hide until tomorrow. Press ⌘J to bring it back.
You don’t want suggestions from Sio. Right-click Sio and choose No suggestions. To get them back, choose Turn on suggestions in the same menu.