Graceful Coaching — Admin Manual
Complete administrator reference for managing the Graceful Coaching platform. Covers AI provider configuration, chatbot tuning, prompt engineering, knowledge base management, guardrails, and the CRM/client management system.
Accessing the Admin Panel
How to log in, navigate tabs, and log out of the admin area.
AI Provider Settings
Switching between OpenAI and Anthropic, model selection, and API configuration.
Chatbot Configuration
Session limits, question caps, lead scoring, free session allowances, and CTA settings.
Prompt Engineering
Editing the base practitioner prompt and understanding how prompts drive the conversation.
Guardrails
Creating, editing, and managing safety and methodology rules that govern the AI's behaviour.
Knowledge Base
Managing the KB articles that inform the AI's biodecoding methodology during sessions.
CRM & Client Management
Converting leads to clients, managing profiles, treatment plans, session notes, and goals.
CRM Overview
CRM Overview The CRM (Client Relationship Management) tab is where all leads and clients are mana...
Converting a Lead to a Client
Converting a Lead to a Client When a lead is ready to become a formal client — typically after bo...
Treatment Plans & Session Notes
Treatment Plans & Session Notes Treatment Plans A treatment plan is the structured clinical recor...
Goals & Progress Tracking
Goals & Progress Tracking Goals are created as part of a treatment plan and tracked individually ...
Data Management
Resetting session data, understanding what is deleted, and when to use this option.