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Resetting All Data

Graceful Coaching — Admin Manual Data Management

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

Updated 1 month ago by Daniel Brewer

Goals & Progress Tracking

Graceful Coaching — Admin Manual CRM & Client Management

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

Updated 1 month ago by Daniel Brewer

Treatment Plans & Session Notes

Graceful Coaching — Admin Manual CRM & Client Management

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

Updated 1 month ago by Daniel Brewer

Converting a Lead to a Client

Graceful Coaching — Admin Manual CRM & Client Management

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

Updated 1 month ago by Daniel Brewer

CRM Overview

Graceful Coaching — Admin Manual CRM & Client Management

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

Updated 1 month ago by Daniel Brewer

Creating and Editing KB Articles

Graceful Coaching — Admin Manual Knowledge Base

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

Updated 1 month ago by Daniel Brewer

What Is the Knowledge Base?

Graceful Coaching — Admin Manual Knowledge Base

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

Updated 1 month ago by Daniel Brewer

Creating and Managing Guardrails

Graceful Coaching — Admin Manual Guardrails

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

Updated 1 month ago by Daniel Brewer

What Are Guardrails?

Graceful Coaching — Admin Manual Guardrails

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

Updated 1 month ago by Daniel Brewer

Editing Prompts

Graceful Coaching — Admin Manual Prompt Engineering

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

Updated 1 month ago by Daniel Brewer

The Practitioner Base Prompt

Graceful Coaching — Admin Manual Prompt Engineering

The Practitioner Base Prompt The practitioner base prompt is the master instruction set that defi...

Updated 1 month ago by Daniel Brewer

Free Sessions & Lead Scoring

Graceful Coaching — Admin Manual Chatbot Configuration

Free Sessions & Lead Scoring Free Session Limit Setting: free_sessions | Range: 0–20 | Default: 3...

Updated 1 month ago by Daniel Brewer

Session & Question Limits

Graceful Coaching — Admin Manual Chatbot Configuration

Session & Question Limits The Chatbot tab controls the core behavioural limits that govern how th...

Updated 1 month ago by Daniel Brewer

Model Selection

Graceful Coaching — Admin Manual AI Provider Settings

Model Selection Each AI provider offers multiple models with different capability and cost profil...

Updated 1 month ago by Daniel Brewer

Choosing Your AI Provider

Graceful Coaching — Admin Manual AI Provider Settings

Choosing Your AI Provider Graceful Coaching supports two AI providers: OpenAI and Anthropic. You ...

Updated 1 month ago by Daniel Brewer

Navigating the Admin Tabs

Graceful Coaching — Admin Manual Accessing the Admin Panel

Navigating the Admin Tabs The admin panel is organised into tabs. Each tab manages a specific asp...

Updated 1 month ago by Daniel Brewer

Logging In to the Admin Panel

Graceful Coaching — Admin Manual Accessing the Admin Panel

Logging In to the Admin Panel The admin panel is a separate, password-protected area accessible f...

Updated 1 month ago by Daniel Brewer

What the AI Coach Can and Cannot Do

Graceful Coaching — Client Guide Privacy & Boundaries

What the AI Coach Can and Cannot Do Understanding the boundaries of the Graceful Coaching AI will...

Updated 1 month ago by Daniel Brewer

Your Privacy & Confidentiality

Graceful Coaching — Client Guide Privacy & Boundaries

Your Privacy & Confidentiality Your conversations with the Graceful Coaching AI are private and t...

Updated 1 month ago by Daniel Brewer

Booking with a Practitioner

Graceful Coaching — Client Guide Your Account & Sessions

Booking with a Practitioner The AI discovery session is a starting point. Many people find that a...

Updated 1 month ago by Daniel Brewer