Review and scans
TalkBar can read your sessions and documents and suggest memory cards, people and companies worth keeping. These suggestions wait in Knowledge → Review. New cards, people and companies are added only when you approve them. When a scan finds a fact you already have as a card, it can mark that card as confirmed again on its own.
How suggestions are made
A knowledge scan asks AI to read one source and find facts worth keeping. Each scan produces suggestions of three kinds:
- Memory: a new memory card, or a change to an existing one.
- Person: a new contact, or new details for someone you already have.
- Company: a new company, or new details for one you already have.
If a scan finds a fact that matches a card you already have, TalkBar confirms the existing card instead of suggesting it again. The Scans view counts these as auto-confirmed.
Scans use the AI model assigned to knowledge extraction in Settings → AI Providers. See Providers and models.
Start a scan yourself
Click Scan for cards on the Review tab, or choose Add card → Scan for cards anywhere you can add cards. You can also use Scan for knowledge on a document, or on a finished session.
In the Add knowledge cards dialog, with Scan for cards selected:
| Field | What it does |
|---|---|
| Document / Session | Choose what to scan. |
| Document picker | Pick a document from your library, or Upload a file. An uploaded file used only for this scan is a Temporary upload: it is kept out of your documents and removed when the scan finishes. Draft cards stay for review. |
| Session picker | Pick a session. Filter by project or series, or search by title. |
| Scan in | For a session: which parts to read. Summary, Action items and Transcript are all selected by default. |
| What to look for | Pick up to three knowledge skills that guide what AI looks for. Your defaults are set in Settings → Templates & Skills. |
| Focus instructions (optional) | Extra guidance for this scan, for example "Pricing, deadlines, and who owns each deliverable." |
Click Scan for cards. The scan runs in the background, and its drafts appear in Review when it finishes.
Automatic scans
Settings → General → Knowledge scanning controls scans that run on their own. All three are off until you turn them on.
| Setting | What it does | Default |
|---|---|---|
| Auto-scan finished sessions | Scans a session for knowledge shortly after its transcript is saved. | Off |
| Auto-scan new documents | Scans each document after it is indexed. | Off |
| Scheduled sweep | Checks about every 6 hours, up to 10 sources per pass. Re-scans sources when their content or the scan settings change. | Off |
| Focus instructions | Guidance added to every scan, such as the topics that matter most to you. | Empty |
The Review inbox
Knowledge → Review has three views: Suggestions, Activity and Scans. The Review tab shows a badge with the number of suggestions waiting. Projects have the same Review tab, limited to that project.
Suggestions
Suggestions are grouped by the scan that found them. Each one asks a question, such as Add this memory? or Update this person?, and shows the quote from the source it is based on. Click the source to open the session or document.
| Action | Key | What it does |
|---|---|---|
| Add to knowledge | A | Approves the suggestion and creates the card, person or company. For a change to an existing item the button reads Update knowledge. |
| Edit & approve | E | Opens the suggestion so you can fix the text or fields first, then approve it. |
| Dismiss | D | Removes the suggestion. Undo brings it back. |
| Snooze 7 days | S | Hides the suggestion for a week. It moves to Snoozed. |
| Approve as new | Shown when the person or company an update refers to was deleted. Creates a new item instead. |
Use J and K to move between suggestions, and Space to select one.
Badges help you decide:
- Low confidence: AI was not sure about this one.
- Conflict: two suggestions want different values for the same field of the same person or company. Approve the one that is right.
Filter and act on many suggestions
- Filter tabs: All, Memories, People, Companies.
- Needs attention appears when scans failed or were skipped, or when an update points to an item that no longer exists. Use Retry scan to run a failed scan again.
- Snoozed lists snoozed suggestions. Review now brings one back.
- Search finds suggestions by text.
- Select suggestions lets you Add to knowledge or Dismiss several at once. When you approve memory cards in bulk, you choose where they go: This session only, a Project, or All knowledge.
Activity
Activity is a log of every change to your knowledge: cards created, edited, pinned, archived or forgotten, people and companies added or updated, documents imported, suggestions approved or dismissed, and scans completed.
- Filter by type (Memories, People, Companies, Documents, Suggestions, Scans) or by action.
- Search finds events by text. Search older activity looks further back.
When you forget a memory card, its history keeps only the event, not the card's text (Details removed).
Scans
Scans lists every scan run: what was scanned, when, its status and how many suggestions it made.
| Status | Meaning |
|---|---|
| Queued | Waiting to run. |
| Running | Reading the source now. |
| Complete | Finished. Its suggestions are in Suggestions. |
| Failed | Something went wrong. Use Retry scan. |
| Skipped | TalkBar did not scan the source, for example because it is no longer available or its privacy mode no longer allows scanning. |
Each row's menu has Open suggestions, Scan again (or Retry scan), and Pause / Resume to stop scheduled scans of that one source.
At the top, Pause scheduled scans / Resume scheduled scans turns the scheduled sweep off or on, and the summary shows pending sources, suggestion counts and the Next sweep.