Summary
The Sessions Tool (also sometimes called the "Sessions Hub") is a place where you can view and interact with all your Sessions
It has 2 tabs: "Your feed" shows the Sessions you're involved in; "All sessions" shows every Session you have access to
You can narrow either list by Topic, search by title, or show only unread Sessions
You can also start a new Session without leaving the Sessions Tool
Who is this article for?
Anyone who would like to learn about the Sessions Tool in Planhat OS
It's particularly relevant for Planhat Users who collaborate with colleagues and Pi in Sessions every day
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Article contents
Introduction
Sessions - where you collaborate with Pi and/or colleagues - are a central part of Planhat OS. Over time, you will find that you are part of many Sessions; plus, there will be Sessions that you're not directly involved in but that may still be useful for you to see (such as discussions about a particular product or customer).
Although you can view and interact with Sessions (e.g. read and reply to Sessions) in your sidebar in Planhat OS, it's not possible for all Sessions to be listed there.
The Sessions Tool (which you may also hear referred to as the "Sessions Hub") compiles all your Sessions in one place. For example, you can open it at the start of the day, switch on "Unread" in "Your feed" to catch up on the Sessions that changed since you last looked, then switch to "All sessions" and open up a Topic Session to read what your colleagues have been discussing - all from the same place within Planhat.
📌 Definitions
"Session" - You chat in a Session, with colleagues, with Pi, or both, and each thing you write is a "message". You can read more about Sessions here
"Pi" (short for Planhat Intelligence) is the AI assistant (Agent) you work with in Planhat OS
A "Topic" groups Sessions under one subject (e.g. Q1 2027, or London Launch Event, or Module X), much like a channel. Read more about Topics here
📌 Important to note
The Sessions Tool should not be confused with:
The "Sessions" widget on a record Profile, which only shows Sessions on that one record
The Notifications Tool, which collects your notifications and mentions
"Conversations", which in Planhat are emails, calls, chats, tickets and meetings etc.
What is the Sessions Tool?
The Sessions Tool (also sometimes called the Sessions Hub) is a part of Planhat OS that lists Sessions, with two tabs you can switch between at the top:
"Your feed" - the Sessions you're involved in: ones you started, were added to, were mentioned in, wrote in, or are subscribed to. They're ordered by the latest (most recent) activity, and grouped by day
"All sessions" - every Session you're allowed to read: the ones you take part in, plus every "Group session" and "On record" Session in your tenant
📌 Important to note
"All sessions" never shows a "Secret session" or another person's "Ask Pi" Session unless you're a participant. "On record" Sessions follow your access to the record, and Sessions in a private Topic only show to its members.
Above the list of Sessions, you'll find the following:
"Unread" (only available in "Your feed") - if selected, this shows only the Sessions that have something you haven't read. (More about this here)
Search - search through Sessions to find something specific - although note that (at time of writing) this search only matches on Session titles, not message content. (More about this here)
"[x] online" - next to the "Sessions" title, you can see how many of your colleagues are online right now. This is hidden when no one else is online (so you won't see "0 online" in that case)
At the bottom of the Sessions Tool you'll find the composer box, where you can start a new Session in any mode: "Ask Pi", "Group session", "On record" or "Secret session".
Why use the Sessions Tool?
Why use Sessions?
Sessions are a key part of Planhat OS. They enable a multiplayer AI experience: you can chat with an AI Agent (Pi) and with your colleagues, all in the same place. As Planhat is your central location for all types of customer/prospect data, being able to link Sessions to records (e.g. a particular Company), and ask Pi about your Planhat data, enables efficient and productive working.
Why use the Sessions Tool specifically?
Although you can view and interact with Sessions in your Planhat OS sidebar, the Sessions Tool is a place where you can view more Sessions. Your sidebar will only ever show a small number of Sessions, whereas in the Sessions Tool you can see all your Sessions - e.g. browse public discussions your team members are having, or find an older (rather than a recent) Session you had.
The Sessions Tool is a great place for you to "live" within Planhat OS - it's where you can come to catch up with your own Session unread messages and also see what's going on throughout your organization - similar to what you might be used to if you've previously used an internal messaging app outside of Planhat.
How to use the Sessions Tool
How to open the Sessions Tool
To open the Sessions Tool (Sessions Hub), click "More" in the sidebar to open the main Tools menu, and then click "Sessions" in the "Productivity" category (at the top).
You can also open the Sessions Tool (Sessions Hub) by mousing over the Sessions part of your sidebar and clicking "Show all" (the arrow icon).
How to pin the Sessions Tool
Like other Tools in Planhat OS, you can pin the Sessions Tool to your sidebar if desired, for easy access.
You can do this either by clicking on the pin icon next to Sessions in the main Tools menu ...
... or, while you are in the Sessions Hub, clicking the ellipsis symbol in the top right and selecting "Add to Pinned tools".
One point to note about pinning the Sessions Tool is that you actually pin the "Your feed" tab or the "All sessions" tab, meaning you can pin both if you like (as shown in the screenshot below). If you have the Sessions Tool open when you pin it (like in the screenshot above), then whichever tab you have open will be the one that's pinned. If you pin Sessions from the main Tools menu, it will pin "Your feed" - but you can always click into the "All sessions" tab once you have opened the Sessions Tool.
How to catch up on unread Sessions
In the "Your feed" tab, click "Unread"
Click a card to open the Session
If there's nothing left to read, you'll see "No unread sessions".
🚀 Tip
After you have clicked into a Session and read it, you can mark it as unread again if desired, by right-clicking on the Session "card" and selecting "Mark as unread".
How to filter Sessions by Topic
Click "Any topic" (in either tab, but you will find more in "All sessions")
Pick a Topic from "Your topics" (which are Topics you have Sessions in, with a Session count, like shown in the example screenshot above) or click "Browse all topics". You can optionally type at the top to search for a Topic
To clear an existing Topic filter, click the selected Topic to open up the dropdown menu again and then click "Any topic" (as shown in the screenshot below)
How to search for a Session by its title
Click into your chosen tab ("Your feed" or "All sessions")
Type part of the Session's title into the search box
📌 Important to note
This search matches Session titles only, not the messages inside them (at time of writing). Therefore, make sure each of your Sessions has a suitably clear and descriptive name - although a name will be automatically generated for each of your Sessions, you can manually edit any title.
How to start a new Session from the Sessions Tool
Click the composer (box) at the bottom of the screen ("Start a session or ask Pi")
Pick a mode; write your message, and send it
Your new Session appears at the top of the list (as the most recent one).
Frequently asked questions (FAQs)
Q: Why can't I find a Session by searching for something someone wrote in it?
A: The search in the Sessions Tool matches Session titles only, not message content (at time of writing)
Q: Can I see all my colleagues' "Secret sessions" in the "All sessions" tab of the Sessions Tool?
A: No. You only see a "Secret session" if you're a participant in it
Q: Who can use the Sessions Tool?
A: All Planhat OS users