Preparing for sessions

Where should you start?

Work through the cards in order if you are new to this section. Otherwise, start from the situation that matches the job in front of you.

• You are planning the next session Sessions ->
• You want the guided prep flow Prep workflow ->
• You need something fast Quick Prep overview ->
• You need field-level draft help AI generation ->

The guides

1. 01 Sessions Create a session record that can guide prep and play. Needs: An open campaign
2. 02 Prep workflow Prepare a session using the guided flow. Needs: A session record, An open campaign
3. 03 Quick Prep overview Pick the right Quick Prep generator for the job. Needs: An AI subscription, An open campaign
4. 04 Quick Prep generators Use the right generator and keep the useful results. Needs: An AI subscription, An open campaign
5. 05 AI generation Draft a suggestion and decide whether to accept it. Needs: An AI subscription, A supported creation edit page or session prep panel
6. 06 Background suggestions Use suggestions as prompts without losing control of the record. Needs: An AI subscription, Campaign context for meaningful suggestions
7. 07 Linking entities Connect the right campaign material to the session you are preparing. Needs: A session record, Creations to attach

How these guides work

Each guide starts with the job it solves, then moves into the steps, fields, caveats, and follow-up pages that support that job.

• Goal tells you what you will have when you finish.
• Needs tells you what to have open or ready first.
• Related links take you to the next useful page.