> ## Documentation Index > Fetch the complete documentation index at: https://docs.reddy.io/llms.txt > Use this file to discover all available pages before exploring further. # Coaching Sessions > Schedule, run, and review live video, live audio, and offline coaching sessions. A coaching session is a one-on-one conversation between a coach and an agent. Reddy supports three kinds: | Session type | Use it for | What Reddy keeps | | - | - | - | | **Live video session** | A video call between coach and agent, held inside Reddy. | An audio recording, a transcript, and an AI summary. | | **Live audio session** | A face-to-face conversation, or direct feedback from the manager, recorded on one computer's microphone. The agent does not need to open Reddy. | An audio recording, a transcript, and an AI summary. | | **Offline session** | A conversation that already happened outside Reddy: at the agent's desk, over the phone, or in a meeting room. | The coach's notes. | Every session has a coach and an agent. Sessions in a coaching plan are scheduled automatically when the program is published. You can add more at any time. ## Adding a session From an agent's page in the program, or from the program's **Sessions** tab, click **Add Session** and choose a type. ![A program's Sessions tab with Upcoming and Past sessions and the Add Session button](https://mintcdn.com/reddy-376a6c19/4yI7993MKkFBMD9r/manual/images/coaching-program-sessions.png?fit=max\&auto=format\&n=4yI7993MKkFBMD9r\&q=85\&s=143cbd8c0a9128541e0562a8e7e4d168) ### Scheduling a live video or audio session ![The Schedule Live Session form with Agent, Date, Time, Timezone, Duration, and Repeat this session](https://mintcdn.com/reddy-376a6c19/4yI7993MKkFBMD9r/manual/images/coaching-schedule-session.png?fit=max\&auto=format\&n=4yI7993MKkFBMD9r\&q=85\&s=23b4e2e7b8b93827ff1a088e6d678789) | Field | Notes | | - | - | | **Agent** | Shown when you start from the Sessions tab. You can only pick agents you coach in this program. | | **Date** | Required. Cannot be in the past. | | **Time** | In 15-minute steps. Defaults to 9:00 AM. Audio sessions can be set to **No time** to plan them for the day only. | | **Timezone** | Required when a time is set. Defaults to Eastern (ET). Times always display in the session's own timezone, for example "9:00 AM ET". | | **Duration** | Video only: 15 min, 30 min, 45 min, 1 hour, or Custom. Audio sessions run until you stop them. | | **Repeat this session** | Repeat every N days, weeks, months, or years. Weekly repeats can fall on chosen weekdays. End on a date or after a number of sessions (up to 52). | The agent gets an in-app notification when the session is scheduled. Both coach and agent get a reminder about 24 hours before it. Reddy does not send calendar invites, so add the session to your calendar yourself if you need to. ### Logging an offline session ![The Log Offline Session form with Agent, Date it took place, Duration, and Notes](https://mintcdn.com/reddy-376a6c19/4yI7993MKkFBMD9r/manual/images/coaching-offline-session.png?fit=max\&auto=format\&n=4yI7993MKkFBMD9r\&q=85\&s=000d1a8e4a0d1eb32e17d8fffb810eda) Choose **Add Session > Offline session**, then fill in: * **Agent** * **Date it took place**: a date only, not a time. It cannot be in the future. * **Duration (optional)**, in minutes * **Notes**: required. With no recording, your notes are the whole record of the session, and the agent can read them. Click **Log Session**. The session is saved as completed, added to the agent's plan, and the agent is notified that "Your coach wrote up the coaching session". You can edit the date, duration, and notes later from the session page. When the plan already includes an offline session step, open it from the plan and click **Log session** to write it up. ## The session page Every live session has three stages across the top: **Preparation**, **Session**, and **Review**. ### Preparation ![The Preparation stage of a scheduled session with Reschedule, Cancel session, and the Talking Points box](https://mintcdn.com/reddy-376a6c19/4yI7993MKkFBMD9r/manual/images/coaching-session-prep.png?fit=max\&auto=format\&n=4yI7993MKkFBMD9r\&q=85\&s=8214a39e035c10b43b477d9a05edc73e) * **Talking Points**: shared notes for the session. Coach and agent can both add to them, and they save automatically. * **Goals**: the agent's current goal cards. * **Past Session Notes**: the summaries from the last three completed sessions with this agent. * **Coaching Plan**: the agent's plan, for context. Use **Reschedule** to move the session or **Cancel session** to call it off. The agent is notified either way. A cancelled session cannot be brought back; schedule a new one instead. ### Running a live video session **1. The coach starts the session** Click **Start Session** (or **Start Video Session** on the Session stage). The call opens in a new tab. Recording begins automatically when the coach joins. **2. The agent joins** Until the coach starts, the agent sees "You will be able to join the session once the manager starts it." Once it starts, they see **Join Session**. **3. Talk** The call supports camera, microphone, and screen sharing. A reminder at the top asks you not to show live customer data on screen. **4. End the session** The coach clicks **End Session**. The session is marked completed and processing begins. > [!NOTE] > > Video sessions record the audio only, not the picture. Coach and agent both need to allow camera and microphone access in the browser. ### Running a live audio session Use this when you and the agent are in the same room. Only the coach opens Reddy. **1. Open the recorder** On the session page, click **Start audio session**. **2. Check the microphone** Pick the **Microphone** and watch the **Input level** meter move when people speak. If it stays still, Reddy shows "No sound yet -- check the room can be heard by this mic." **3. Record** Tell everyone in the room they are being recorded, then click **Start recording**. You can stop and start again; each recording is kept and the transcript covers all of them. **4. Finish** Click **End Session**. Any recording in progress stops and processing begins. > [!WARNING] > > The microphone records everyone in the room, including people who never opened Reddy. Make sure they all know before you start. Open the recorder in one browser tab only. ### Review After a live session ends, Reddy turns the recording into a transcript and drafts a **Summary**. This usually takes 1-2 minutes, and the page updates by itself when it is ready. ![The Review stage of a completed session with the Summary box and the agent's coaching plan](https://mintcdn.com/reddy-376a6c19/4yI7993MKkFBMD9r/manual/images/coaching-session-review.png?fit=max\&auto=format\&n=4yI7993MKkFBMD9r\&q=85\&s=cc249790e5c6343e0fb9b2e3aeed41c5) * **Summary**: the AI-drafted summary. Edit it freely; Reddy never overwrites your changes. * **Recording** and **Transcript** (on the Session stage): play back the audio and read who said what. Speakers are labelled as the coach, the agent, or someone else. * **Coaching Plan**: click **Edit** to adjust the plan based on what you discussed, or **+ Add milestone** to add a new session, task, or goal checkpoint. * **Goals**: the agent's current goal cards. Click **Save Review** when you are done. If something went wrong with the recording, the Review stage explains what happened: | Message | What it means | | - | - | | **Processing your session** | The transcript and summary are on their way. | | **No speech detected in the recording** | The recording was silent. Fill in the summary yourself. | | **This session was never started** | The session ended before anyone joined, so there is nothing to transcribe. | | **We couldn't process the recording** | The recording could not be transcribed. Fill in the summary yourself. | ### The agent's response After the coach saves the review, the agent can open the session and choose: * **Acknowledge Review**: they agree with the review. * **Dispute**: they explain what they disagree with. A comment is required, and the coach sees it on the session page. The agent can respond once. Both sides then see the response and when it was given. ## Who can see a session * The agent, for their own sessions, once the program is published for them. * Their coach and other managers who coach them. * Managers further up their reporting line, as read-only. * Admins. Anyone who can open the session can play the recording and read the transcript. Only the coach, or another manager who can coach the agent, can start, reschedule, cancel, or end a session. ## Related pages * [Your Coaching (for agents)](https://docs.reddy.io/manual/coaching/your-coaching.md) * [Coaching Plans and Templates](https://docs.reddy.io/manual/coaching/coaching-plans-and-templates.md) * [Microphone Troubleshooting](https://docs.reddy.io/manual/training/microphone_troubleshooting.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.