Managing Your Hedy Sessions

What is Session Management?

Session management in Hedy helps you organize your captured conversations and meetings. You can rename sessions, assign them to topics, search through content, and perform bulk operations to keep your workspace tidy and efficient.

Session List Overview

Your sessions appear in the Sessions tab, newest first by default. Each session displays:

Title: The session name (or “Untitled Session” if not renamed)
Date and Time: When the session was captured
Duration: Length in minutes
Topic Indicator: Colored dot showing assigned topic
Cloud Icon: Appears if the session is loaded from the cloud and wasn’t captured on the current device

Your current active session appears at the top with a special indicator.

Quick Actions with Swipe Gestures

Hedy provides quick swipe actions for common tasks when you’re not in multi-select mode:

Swipe Right: Opens topic assignment dialog for the session
Swipe Left: Delete the session (shows confirmation first)

These gestures work consistently across iOS and Android devices, with haptic feedback for a smooth experience. Note: You cannot swipe the currently active session.

Renaming Sessions

Give your sessions meaningful names to find them easily later:

Tap on any session to open its details
Open the Settings tab. On desktop it sits at the right end of the tab row, after Transcript. On phones it’s the sliders icon at the right end of the row.
Edit the Session Title field at the top
Press Enter or tap outside the field to save

On phones and in narrow windows, tapping the title field opens a dialog where you type the new name and tap “Save”.

Note: Rename is not available on a session someone else shared with you. Sessions that live only in the cloud rename like any other.

Assigning Topics to Sessions

Topics group related sessions, such as every call with one client, so Hedy can draw on all of them together. A session belongs to one topic at a time, and topics sit side by side rather than inside one another.

Quick Assignment (Swipe)

Swipe right on any session in the list
Select a topic from the dialog that appears
Or tap “Create new topic” to make one
The session now shows a colored dot for the assigned topic

Assignment from Session Details

Tap a session to open its details
In the Details tab, use the topic dropdown
Select a topic or create a new one

Removing Topic Assignment

In either method above, select “No topic” to remove the topic assignment.

Multi-Select Mode

Manage multiple sessions at once using multi-select mode:

Tap the multi-select icon in the app bar to enter multi-select mode, or long-press a session
Tap sessions to select or deselect them
Use “Select All” button to choose all visible sessions
Selected sessions show with a checkmark
Tap the multi-select icon again to exit

Bulk Operations

When you’ve selected sessions in multi-select mode, a bottom action bar appears with three options:

Assign to Topic: Apply the same topic to all selected sessions
Remove Topic: Clear topic assignments from selected sessions
Delete: Remove multiple sessions at once (with confirmation)

All bulk operations show progress dialogs and clear selections when complete.

Searching Sessions

Find specific sessions quickly using search:

Tap the search icon in the app bar
Type keywords from your session content
Results filter in real-time as you type
Tap the X to clear the search

Filtering and Sorting Sessions

The Filters button (the sliders icon) at the top of your session list narrows the list down and sets its order:

Sort: Most Recent, Oldest, or Grouped by date. Grouped by date puts sessions under collapsible day headers, and tapping a header opens or closes that day
Topic: Any topic, or No topic for sessions that don’t have a topic yet
Duration: Any, Up to 30 min, 30 to 60 min, 1 to 2 hours, or 2+ hours
Date range: A start date, an end date, or both
Session type: Show only the session types you pick

The list updates as you change a filter. Filters work on the sessions already loaded on your device. If older sessions haven’t loaded yet, a Load more matches button at the end of the list fetches them.

The Topic filter can’t pick out one particular topic. To see the sessions of a single topic, open that topic from the Topics tab.

Hedy keeps your filters until you change them or sign out. Reset clears the filters and leaves the sort order as it is.

Keeping Work and Personal Sessions Apart

Hedy doesn’t have folders or subfolders. All of an account’s sessions share one list. To keep different parts of your life apart:

Use topics for the clients, projects, or areas you come back to. Open a topic from the Topics tab to see only its sessions
Use the filters above, for example by session type or date range
Use a separate Hedy account: Each account has its own sessions and topics. The app is signed into one account at a time, so moving between accounts means signing out and back in. Each device signs in on its own, so you can keep one device on each account.

Additional Session Options

Open a session’s details and tap the three-dot menu for:

Copy bookmark: Copy a link that opens this session in the Hedy web app, once the session has synced to the cloud. It is a bookmark for yourself: only people who already have access can open it, so sending it to someone else will not give them access
Invite: Give someone else access to the session. Choose an email invitation or an invite link (both need a Hedy account), or a public link that opens without one
Resend Recap Email: Send the summary again (Pro users only, and only when the session has a recap)
Export to Webhook: Send the session to a webhook you’ve set up
Share All Data: Share the session’s content

Renaming, editing the date and time, and deleting all live on the session’s Settings tab now. Delete is at the bottom of that tab, under “Danger Zone”.

For a session someone else shared with you, the menu only offers Share All Data.

Use the share icon in session details to share content:

Share Transcript
Share Meeting Minutes
Share Conversations
Share Recap

For all sharing options, including topic sharing, see share sessions and topics.

Session Merging (Premium Feature)

Premium users can combine two related sessions into one. Access this feature from session details when available. Free tier users will see an upgrade prompt.

Tips for Effective Organization

Use consistent naming: Develop a naming convention like “[Type] - [Subject] - [Date]”
Create focused topics: Make topics for projects, clients, or meeting types
Regular cleanup: Use bulk delete to remove old sessions efficiently
Leverage search: Don’t worry about perfect organization - search finds content quickly
Watch for sync status: Cloud icon indicates sessions backed up to cloud

Troubleshooting

Sessions not appearing in the list

Pull down to refresh the session list
Check whether a filter is active. Filters stay on until you reset them, so open Filters and tap Reset. While a filter is on, older sessions may need Load more matches at the end of the list
If the sort is set to Grouped by date or Oldest, switch it back to Most Recent
Ensure the session completed successfully
Exit and re-enter the Sessions tab

Can’t swipe to delete or assign topics

Exit multi-select mode - swipe gestures are disabled in multi-select
Ensure you’re not trying to swipe the currently active session
Try a slower, horizontal swipe gesture

Can’t find rename, or can’t edit a session

Rename, date, and time live on the session’s Settings tab, not in the three-dot menu
On phones the Settings tab is the sliders icon at the right end of the tab row
Sessions someone else shared with you are read-only, so those fields are unavailable

Pro tip: Use multi-select mode with “Select All” to quickly assign topics to multiple sessions after a busy day of meetings. It’s much faster than handling sessions one by one!