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Editing Prompts Prompt editing is one of the most powerful tools available in the admin panel — and one that requires care. Changes to the practitioner base prompt directly change how the AI behaves in every future session. How to Edit Go to Admin → Prompts t...

What Are Guardrails? Guardrails are hard rules that are injected into every session alongside the practitioner prompt. They act as a safety layer — enforcing constraints that the AI must follow regardless of what the conversation contains or what the user asks...

Creating and Managing Guardrails Viewing Guardrails Go to Admin → Guardrails tab. All guardrails are listed with their title, category, rule text, and active status. Creating a New Guardrail Scroll to the Add Guardrail form at the bottom of the Guardrails tab...

What Is the Knowledge Base? The Knowledge Base (KB) is a library of articles that the AI coach draws on during sessions to inform its biodecoding methodology. When a session starts, relevant KB articles are retrieved and included in the AI's context — giving i...

Creating and Editing KB Articles Viewing the Knowledge Base Go to Admin → KB tab. All articles are listed with their title, category, and status. Creating a New Article Click Add Article (or scroll to the add form at the bottom of the KB tab) Fill in the fiel...

CRM Overview The CRM (Client Relationship Management) tab is where all leads and clients are managed. It is the practitioner-facing hub for tracking who has engaged with the chatbot, assessing their readiness, and managing the full client relationship once the...

Converting a Lead to a Client When a lead is ready to become a formal client — typically after booking their first practitioner session — you convert them in the CRM. This creates a full client record and enables the treatment plan, goals, and case notes featu...

Treatment Plans & Session Notes Treatment Plans A treatment plan is the structured clinical record of a client's presenting issues and the practitioner's recommended approach. It is created once per client and updated as the work progresses. Creating a Treatme...

Goals & Progress Tracking Goals are created as part of a treatment plan and tracked individually over time. They give you and the client a clear picture of what is being worked toward and how progress is developing. Goal Types Goals are categorised by timefram...

Resetting All Data The Reset All Data function permanently deletes all patient, session, and client data from the system. This is an irreversible operation intended for specific administrative purposes. What Gets Deleted The reset truncates the following table...