How a Session Works

A session has three parts.
Prep, call, recap.

When you book a session with an expert's Digital Protégé, three things happen: you prep (lightly), you have a voice conversation, and you get a written recap with the recording. Most sessions take 15 to 60 minutes.

The 3-stage flow

Three stages. Most of it just happens.

  1. 1. Prep

    When you book, you'll see a short prompt: anything the protégé should know before the call. A document to upload (if your expert has Briefcase), a question you want answered, a goal for the conversation. Skip it if you don't have anything ready. The protégé will work without it.

  2. 2. The call

    Voice-first. The protégé calls you (browser or phone, whichever your expert offers). You talk. It listens, responds in your expert's voice, references the materials you brought, and answers from what your expert has taught it. If it doesn't know an answer, it tells you and offers to search live or to follow up later.

  3. 3. The recap

    Right after the call: a written summary, the highlights, action items pulled from the conversation, and the recording. All in your client portal. Replay anything, share what matters with your team, come back to a detail next week.

Voice session mechanics

Real conversation, real-time.

The protégé speaks in your expert's actual voice. It listens like a person: it interrupts gracefully, picks up on context, asks follow-ups. You can hold a normal conversation with it. It answers fast enough to hold a normal back-and-forth.

If there's silence on your end, it waits. If you change topics mid-sentence, it follows. If you ask it to slow down, it slows down.

What you get back

Every session leaves a trail you own.

  1. Session Summary

    A short written recap of what was discussed, in plain English. Skimmable in under a minute. You can forward it to a partner, an attorney, your team, whoever needs to know what was said.

  2. Insights and action items

    The protégé pulls the decisions, the open questions, and the next steps out of the conversation and lists them separately. So you don't have to replay the whole call to remember your commitments.

  3. Recording and transcript

    The full audio recording plus a searchable transcript. Replay any moment. Search for a phrase. Cite a specific minute back to your expert later. Yours to keep in your client portal.

In-Session Search

If the protégé doesn't know, it can look it up live.

Sometimes a question comes up your expert hasn't covered in their knowledge base. When that happens, the protégé says so. Depending on your expert's setup, it can then search their wider library (articles they've written, books they've published, podcast transcripts, anything they've authorized) and pull the answer back into the conversation, on the same call.

It tells you when it does not know. If your expert turned on live search, it looks it up on the call. If not, it takes the question to your expert.

Bringing your own documents

Briefcase: your private space inside the session.

If your expert has Briefcase enabled, you can upload documents the protégé should read before or during your session: a contract, a P&L, a 360 review, a plan, a brief. The protégé reads them in real time and grounds the conversation in your actual situation, not a generic version of it.

Your Briefcase space is yours. Per-client, per-session. No other client of that expert sees your documents. The expert can't read or export your documents directly. They only surface through the protégé inside your session.

Read more on the Briefcase page.

Trust

Built for conversations that matter.

Apex Replicant is built to handle the kinds of sessions where the details matter: legal, financial, career. Conversations and recordings are scoped to you and your expert. The platform is at the SOC 2 Type II readiness stage, not a finished audit. Every piece of data your protégé can see is isolated at the row level.

If you want the specifics (where data lives, what's logged, who can see what), read /security before you bring anything sensitive into a session.

Session FAQ

About the call itself.

How long is a typical session?
Most sessions run 15 to 60 minutes depending on the topic. Your expert sets the default length on their page; you'll see it before you book. You can end early if you've got what you needed.
Browser or phone?
Both work. Your expert configures which they offer. Browser sessions don't need a download, just click the link. Phone sessions ring an actual number.
What if the call drops or I need to step away?
Rejoin via the same link. The protégé will pick up the conversation context where you left off; it doesn't have to start over.
Will my expert see the recording?
Depending on your expert's setup, yes. Your expert may review session summaries to coach the protégé and improve future sessions. You'll always have access to the same recording and transcript in your client portal. For the specifics on what's visible to whom, see the security page.
Book the session

Pick the time.
Bring your question.

You can book for right now, or pick a later time. The protégé will be ready when you are.