Resetting All Data The Reset All Data function permanently deletes all patient, session, and clie...

Goals & Progress Tracking Goals are created as part of a treatment plan and tracked individually ...

Treatment Plans & Session Notes Treatment Plans A treatment plan is the structured clinical recor...

Converting a Lead to a Client When a lead is ready to become a formal client — typically after bo...

CRM Overview The CRM (Client Relationship Management) tab is where all leads and clients are mana...

Creating and Editing KB Articles Viewing the Knowledge Base Go to Admin → KB tab. All articles ar...

What Is the Knowledge Base? The Knowledge Base (KB) is a library of articles that the AI coach dr...

Creating and Managing Guardrails Viewing Guardrails Go to Admin → Guardrails tab. All guardrails ...

What Are Guardrails? Guardrails are hard rules that are injected into every session alongside the...

Editing Prompts Prompt editing is one of the most powerful tools available in the admin panel — a...