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Resetting All Data
Resetting All Data The Reset All Data function permanently deletes all patient, session, and clie...
Goals & Progress Tracking
Goals & Progress Tracking Goals are created as part of a treatment plan and tracked individually ...
Treatment Plans & Session Notes
Treatment Plans & Session Notes Treatment Plans A treatment plan is the structured clinical recor...
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...
CRM Overview
CRM Overview The CRM (Client Relationship Management) tab is where all leads and clients are mana...
Creating and Editing KB Articles
Creating and Editing KB Articles Viewing the Knowledge Base Go to Admin → KB tab. All articles ar...
What Is the Knowledge Base?
What Is the Knowledge Base? The Knowledge Base (KB) is a library of articles that the AI coach dr...
Creating and Managing Guardrails
Creating and Managing Guardrails Viewing Guardrails Go to Admin → Guardrails tab. All guardrails ...
What Are Guardrails?
What Are Guardrails? Guardrails are hard rules that are injected into every session alongside the...
Editing Prompts
Editing Prompts Prompt editing is one of the most powerful tools available in the admin panel — a...
The Practitioner Base Prompt
The Practitioner Base Prompt The practitioner base prompt is the master instruction set that defi...
Free Sessions & Lead Scoring
Free Sessions & Lead Scoring Free Session Limit Setting: free_sessions | Range: 0–20 | Default: 3...
Session & Question Limits
Session & Question Limits The Chatbot tab controls the core behavioural limits that govern how th...
Model Selection
Model Selection Each AI provider offers multiple models with different capability and cost profil...
Choosing Your AI Provider
Choosing Your AI Provider Graceful Coaching supports two AI providers: OpenAI and Anthropic. You ...
Navigating the Admin Tabs
Navigating the Admin Tabs The admin panel is organised into tabs. Each tab manages a specific asp...
Logging In to the Admin Panel
Logging In to the Admin Panel The admin panel is a separate, password-protected area accessible f...
What the AI Coach Can and Cannot Do
What the AI Coach Can and Cannot Do Understanding the boundaries of the Graceful Coaching AI will...
Your Privacy & Confidentiality
Your Privacy & Confidentiality Your conversations with the Graceful Coaching AI are private and t...
Booking with a Practitioner
Booking with a Practitioner The AI discovery session is a starting point. Many people find that a...