# Review and scans How TalkBar scans sessions and documents for knowledge, and how you approve, edit or dismiss its suggestions in the Review inbox. Canonical URL: https://docs.talkbar.app/knowledge/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](/ai/providers-and-models). TalkBar only scans sessions recorded in the **Normal** privacy mode. Sessions recorded as **Session only**, **No auto cards** or **Sensitive** are never scanned. ## 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**. ## Related - [Knowledge cards](/knowledge/knowledge-cards) - [Documents](/knowledge/documents) - [People and companies](/knowledge/people-and-companies) - [Templates and skills settings](/settings/templates-and-skills) - [How TalkBar uses AI](/ai/how-talkbar-uses-ai)