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The New Sessions System

Learn how Sessions replace Interviews, how to manage Upcoming and Completed Sessions, and use Auto-Recording with the My Sessions project.

Updated over a month ago


Sessions: A Unified Research Unit

Tetra now uses Sessions as the standard term for all research recordings data — whether uploaded, manually scheduled, or automatically recorded.

  • Sessions replace the old “Interview” terminology

  • A session includes your recording, transcript, notes, snippets, and metadata fields

  • Sessions always belong to a project


Upcoming Sessions

The Upcoming Sessions page (under My Workspace) shows all sessions you’ve scheduled for recording — across all projects.

  • Includes sessions created through:

    • Auto-Recording Rules

    • Manual calendar selection

    • On-demand recording setup (by pasting a meeting link)

  • Each session has a badge to indicate how it was scheduled:

    • Auto-Recorded

    • Scheduled

    • On-Demand

  • You can also access the meeting link, view the destination project, or cancel upcoming recordings.


Auto-Recording Rules

Description:
Use Auto-Recording Rules to automatically schedule recordings based on criteria applied to your connected calendar.

  • First, connect Google or Outlook calendar

  • Then configure rules such as:

    • All your meetings

    • Internal or external meetings

    • Hosted by you

    • Meeting title contains certain keywords

  • You can also combine rules with an ANY or ALL rules.

  • Any meeting that matches these rules will be auto-recorded

  • A destination project is required (see next section)


Destination Projects & “My Sessions”

All recordings must now be assigned to a project.

  • You’ll choose a project when scheduling a recording or creating a rule

  • If no project is selected, you cannot select a recording or set auto-recording rules

  • “My Sessions” is a normal project — you can rename or repurpose it as needed

  • Project selection ensures your recordings are organized and easy to find


Completed Sessions

The Completed Sessions page (also under My Workspace) shows all finished recordings across any project you have access to.

  • Sessions appear here after the scheduled recording ends

  • You can view, tag, and follow up on each session

  • Filters by project, time, and source type may be available (depending on plan)


Badge Meanings

Each session in Upcoming or Completed views is labeled to show how it was scheduled:

Badge

Meaning

Auto-Recorded

Scheduled automatically via your recording rules

Scheduled

Manually selected from your connected calendar

On-Demand

Manually created by entering a meeting link or using “Record Now”


Best Practices

Tips to make the most of the new system:

  • Set clear naming conventions for projects when using auto-recording

  • Use predictable meeting titles to trigger recording rules

  • Rename “My Sessions” if you prefer a more descriptive default project name, or change the project destination.


FAQs

Answer common questions:

  • Can I still upload recordings? → Yes. All recordings, regardless of source, are considered sessions.

  • What if I don’t set a project? → Your session will be saved to the default “My Sessions” project.

  • Can I edit recording rules later? → Yes. You can update or disable them anytime.

  • Is there a way to tell how a session was created? → Yes. Look for the badge: Auto-Recorded, Scheduled, or On-Demand.


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