Help Center

Getting Started

First Time Setup

1. Click "Register" on the homepage
2. Enter your email address and create a password
3. Complete your profile information
4. Log in immediately—no approval required

Account Creation

Install the app (PWA)

Understanding Your Dashboard

Your dashboard is your home base for personal growth. It includes:

• Continue Your Journey - Quick access to recent activities
• Suggested Next Steps - AI-powered suggestions for your growth
• Impact Analysis - See how your actions affect others
• Communication Patterns - Visualize your communication style
• Readiness Level - Track your growth progression
• Customizable Sections - Arrange your dashboard to fit your needs

Welcome strip and Quick Access: Open Dashboard → Preferences for layout controls, or see Dashboard layout below.

Dashboard layout (welcome strip & Quick Access)

Location: Dashboard → Preferences — Dashboard layout section.

Welcome strip: Choose Default top links for the site preset operators publish under Admin → Dashboard layout presets, or Custom to reorder links from the catalog. Reset to site defaults restores the published strip.

Quick Access (compass): Usage sorts tiles by how often you open tools, with Cycle Breaker, Find your tool, and Couples Connect pinned first unless you use a custom list. Custom lets you add from the full tool catalog and reorder. Reset to site defaults restores the operator home tile order.

Find your tool

Not sure which feature to use? The Find your tool wizard helps you choose the right feature by time (short term: right now; mid term: this week; long term: ongoing) and what you need (e.g. process a conversation, plan a message, track progress, safety check, study or pray, work on your relationship). Open it from the dashboard Quick Access (compass icon) or go to Dashboard → Find your tool.

The header Search pages and tools field supports Ctrl+K / Cmd+K, Ctrl+/ / Cmd+/, and / when you are not typing in a field. Cmd/Ctrl+K (and related shortcuts) open a shortcut list when the box is empty; click the field and type to run text search across pages, tools, and Help. Use arrow keys to move the highlight, and press Enter to open. Try everyday words (for example billing, schema, safety)—not just page titles. Universal chat, NamedClearly Chat, Assistant chat, Ask the Word, Therapy chat, and Reflect chat reserve Cmd/Ctrl+K for in-page actions (new conversation or start-over) instead of dashboard search; Universal chat also reserves Cmd/Ctrl+/ for the composer. On those routes—and when Practice Management uses Cmd/Ctrl+K for its command palette—use Cmd/Ctrl+Shift+K to open this dashboard search palette. Communications Wizard reserves / alone.

Contact a practice

Add ?practice= with your provider's public booking slug (same as their scheduling link). Example: /contact?practice=demo.

You can also use the contact section on the practice's public site at /p/…#contact (use their site slug in place of the middle segment—the same value as in ?practice=).

Open the contact page without a slug to see these instructions there as well.

Public practice site, booking, and client portal

These paths are for patients and visitors working with a provider practice—not the full member dashboard.

• Public practice website: /p/your-slug — marketing-style page; fonts and colors follow the provider's site template. Providers build the page in a drag-and-drop canvas builder at Dashboard → Practice → Practice Site — starting from a ready-made template or arranging sections, rows, and blocks (hero, tools, about, services, testimonials, service cards, story, lead capture, optional FAQ, contact) freely; the layout auto-stacks on mobile. When the provider enables FAQ, use /p/your-slug#faq for scheduling- and privacy-focused Q&A (same themes as on the booking page).
• Online scheduling: /book/your-slug — same template styling as the public site; shows your provider's cancellation policy (free-cancel window and whether portal self-cancel is allowed). FAQ accordion at #faq.
• Client portal appointment cancel: /portal/appointments/… — signed-in clients can cancel scheduled visits inside the free-cancel window (Practice → Configuration → Public booking → Cancellation policy). Late or disabled cancels show a message to contact the practice.
• Contact the practice: /contact?practice= with their slug, or /p/…#contact — see Contact a practice above.
• Client portal sign-in: /p/your-provider-slug/login — clients open the secure sign-in link from email— booking confirmation, a portal invite, or an appointment reminder (some practices also send reminder texts). There is no separate portal password. Optional Light / Dark appearance matches the practice template.
• Send portal invite (providers): Dashboard → Practice → Clients → select a client — email a magic link or Copy invite link for text. Public booking already emails a sign-in link when the client entered an email at /book/….
• Legacy “register” URL: /portal/register — there is no self-service client signup. The page explains invite-only portal access (magic link from your provider) and links to portal sign-in, help, and forgot-access flows.
• Forgot portal access or member password? /portal/forgot-password explains portal magic links vs your full NamedClearly account and includes an email form to request a member password reset (same flow as the main site).
• Invite link opened on this host: /portal/accept-invite with ?token= forwards into the portal; without a token you get troubleshooting tips and a link to sign-in help.
• Member password reset link on /portal: /portal/reset-password accepts the same reset token as /reset-password (main site). If the link has no token, the page describes how reset emails are supposed to work.
• NamedClearly member account link (optional): /portal/settings/member-account — when your portal chart email matches your NamedClearly member sign-in, you can connect accounts for linked journal/goals snapshots and tool sharing. Linking does not auto-share wellness tools; grants are separate under Share tools with your care team.
• Share tools with care team: /portal/settings/tool-access — requires a linked member account. Grant your coach or provider in-app access to selected Safety Check, schema, or relationship tools (revoke per grant anytime).

Providers and staff use Dashboard → Practice for clients, appointments, telehealth, and configuration. A static design showcase may be available at /design/reflect-design-system-showcase.html on some deployments (stakeholder / QA reference—not a patient workflow).

Developer-facing parity notes: docs/practice/REFLECT_DESIGN_SYSTEM_PORTAL_SCOPE.md.

Pricing & plans

The product offers tiers from free core growth features through paid plans that unlock more tools (for example couples features, Bible study, and enhanced AI where your plan allows). All plans include secure storage and the ability to export your data.

When you are signed in, your current subscription tier appears on the dashboard Your Plan card and on the Pricing page.

Request a plan change

To upgrade or downgrade, click Request plan change on the dashboard plan card or on the Pricing page (next to your current plan). Choose the plan you want, add an optional reason, and submit. An administrator processes the request and you are notified when it is complete.

Payment

Major cards are accepted; processing is handled by a secure payment provider (for example Stripe). Card details are not stored on NamedClearly's servers.

Goals

Goals help you track your personal growth journey. You can create goals in different categories like empathy, communication, boundaries, and more. The same overview appears when you open contextual help (?) on Goals.

Creating a Goal

1. Navigate to "My Goals" from the dashboard
2. Click "Create New Goal"
3. Choose a category
4. Enter a description and target date
5. Save your goal

Reflect chat

The chat feature provides an AI-powered assistant that helps you explore your thoughts, understand your impact on others, and get personalized guidance.

How to Use Chat

1. Navigate to "Chat" from the dashboard
2. Type your question or thought
3. The AI will respond with personalized guidance
4. Continue the conversation to explore deeper

Journal and Reflections

Journal (Dashboard → Journal) is your one place for writing: a unified timeline of freeform entries (blank page, morning/evening, gratitude) and guided reflections. You can create custom templates (Manage templates) with your own name and prompt; they appear as quick-action buttons. Export your timeline to Markdown or HTML (Export (.md) / Export (HTML)) for backup or printing. Add mood to entries and build a journal streak. Reflections are prompt-driven entries with AI-generated insights and optional Bible verse linking; they also appear in your Journal timeline.

Reflections are structured entries where you document your thoughts, experiences, and insights from your growth journey.

Creating a Reflection

1. Navigate to "Reflections" from the dashboard
2. Click "Create Reflection"
3. Write about your experience
4. Add any insights or learnings
5. Save your reflection

Progress Tracking

Progress tracking shows you visual charts and statistics about your growth journey over time.

Growth report builder

Dashboard → Growth report builder (/dashboard/report-builder) builds governed charts from your Safety Check runs, schema profile snapshots, journal and goals activity, and AI usage—scoped to your account only.

Daily Check-ins

Daily check-ins help you track your mood, energy, and intentions each day, building consistency in your growth journey.

How to Check In

1. Navigate to "Check-ins" from the dashboard
2. Select today's date
3. Rate your mood and energy
4. Set your intentions for the day
5. Add any notes
6. Save your check-in

Bible Study

For more detail, see the Help Center sections above or the Bible Study page on your dashboard.

Therapeutic Exercises

Evidence-based exercises for self-awareness, emotion regulation, and relationship skills. This is a personal growth tool—not therapy or mental health treatment. For professional care, see When to Seek Help.

Hub (Dashboard → Therapeutic): One page with a progress summary when you have data, then AuDHD & neurodivergence (AuDHD hub and reflection check-in), Mutual influence (couples literacy) (Accepting influence track— modules, inventories, practice kit), structured schema assessment (schema program entry), Reflective conversation (seven tools: hard conversations guide, Therapeutic Chat, when triggered, 30-day curriculum, guided session, belief audit, Safety Check), and Exercises(Schema Work, Empathy Training, Affect Labeling, plus DBT: TIPP, STOP, DEAR MAN). When you have progress, you see a short summary; use "View full progress dashboard" for detailed markers. From nested pages, use "Back to therapeutic hub" to return.

Therapeutic Chat: Reflective conversation with pattern awareness; patterns are tracked for your progress. Same safety and crisis screening as the rest of the platform.

Progress: Summary (sessions, exercises completed, stage, days), learning pace and defense trends, circuit targets, and suggested next exercises. Each exercise has multiple steps; use Back/Next and click Complete on the last step. Difficulty adapts to your performance.

Accepting influence track

Where: Dashboard → Therapeutic → Mutual influence (couples literacy) — hub at /dashboard/therapeutic/accepting-influence.

Six psychoeducation modules (mutual openness, safety and coercion before persuasion skills, over-accommodation, culture and power, neurodivergent-affirming framing, schema modes and repair), a self inventory, a couples perception inventory, a practice kit (templates and reflection prompts), and clinician-oriented decision scaffolding. Exercise flows use a session safety check-in; inventory drafts default to your browser, with optional save-to-account snapshots when you are signed in.

Not therapy, diagnosis, or mediation. If you may be unsafe, use Conversation Safety Check and appropriate professional or emergency resources.

AuDHD portal (long read + optional narration)

Where: Dashboard → Therapeutic → AuDHD (hub). Long read with optional listen and download links when narration is deployed: From the Inside.

Psychoeducation about AuDHD (autistic and ADHD traits together)—for reflection only; not diagnosis, treatment, or legal or medical advice. If you only see the article text, optional narration may not be enabled on your server.

Schema Therapy Program (YSQ-R)

From Dashboard → Therapeutic → Structured schema assessment (or Schema program in the schema hub), open the YSQ-R flow: complete the questionnaire (autosave), then use Schema profile for domain charts, longitudinal summaries when you have multiple completions, mode theory reference diagrams (dimensional two-leg model and coordinate mode map) with YSQ-R–derived mode instrument scores mapped onto the template when a profile is loaded, a dedicated YSQ-R scored coordinate mode map (same Lyrakos-style placement as the clinical report, from your subscale means—not a separately administered SMI), an interactive mode map with optional trigger notes, plus a Schema self-help path card (mode check, regulation, need framing, repair action, saved weekly checklist, and completion trend across assessments), a grouped schema recovery plan that separates starter steps, ongoing healing-card practice, and deeper imagery work—and Clinical report for the same reference diagrams, scored map section, print-friendly layout, and Download PDF options (chart images include the scored map). On phones and narrow windows, primary actions stack and wide charts scroll horizontally so nothing is clipped.

Mode theory wording: Schema profile uses member-oriented language (e.g. your run, the scored map, and the interactive mode map). Clinical report and PDF chart capture use clinical-record framing for the same figures—this assessment / this completion, formulation, supervision, and clinical judgment (not a substitute for interview).

Practice workspace: When your organization includes client YSQ-R, open the same style report from the client chart (YSQ-R list → report for a specific completion). Item wording is protected by copyright; the app uses item codes unless your deployment supplies licensed text in the instrument spec. Chart flags use a workbook-style rule (a subscale is flagged when a large share of its items are rated 5–6); other numbers on the profile support reflection and remain self-report, not a clinical assessment. If no subscale meets that workbook flag, you may see a short note inviting conversation about medium endorsements. This is psychoeducation and self-reflection—not diagnosis or treatment.

Sharing your schema profile: On Schema profile you can create a timed public link and use Email link to send that link directly to someone—no confirmation email to your own inbox first. You can still copy the link manually. (Safety Check and relationship practice profile sharing still confirm to your email first.)

Partner compare link: With an active couples connection and a completed YSQ-R for both of you, Schema profile offers Partner compare link: a time-limited public URL with side-by-side charts. Names on the page default from each account (or you can type how you want to appear). You can list active compare links, copy, revoke, raise max opens, or extend expiry from the same area. Viewers see open counts and expiry on the page (no separate email verification step for this link type).

Kids Connect (optional reminder vs static prompts): On Family Communication, Activities, Co-parenting, and Biblical parenting, a signed-in parent may see a private aside when GET /api/schema-therapy/ysq/history returns scored workbook data—the browser shows a few theme-area hints for your reflection only. The meeting prompts and frameworks on those pages are static lists; they are not rewritten to embed YSQ domains. See Kids Connect in this Help file.

Official YSQ-3 long/short forms and other schema inventories are copyrighted by the Schema Therapy Institute and sold through their order center. Theory and inventory overview: Schema Therapy Institute. This portal uses a Rasch YSQ-R style implementation for self-reflection—not those licensed forms.

Schema psychoeducation (Schema learn)

Signed in: plain-language schema psychoeducation lives under Dashboard → Therapeutic → Schema learn (overview): Why you react, What mode am I in?, Two-leg model reference, and Understanding results (orientation before viewing questionnaire results). Without signing in, the same long-form articles are mirrored under /onboarding/schema-learn (overview and links); Understanding results matches /onboarding/your-patterns. Legacy /learn/* URLs redirect to the dashboard routes (sign in). Plain-language background — not diagnosis or treatment.

Schema therapy toolkit

When signed in, open Dashboard → Therapeutic → Schema program → Schema therapy tools (bookmark /tools still works; it redirects to the same hub). The hub complements YSQ-R; it does not replace the questionnaire, profile charts, or clinical report.

• Phase 1 — Catalog and worksheets: Schema assessment, mode mapping, and couple cycle tools use a shared catalog; some flows save rows on your account so you can create timed share links for a mode profile or couple cycle. Saved rows can include provenance fields source_tier (A/B/C) and source_refs (source URLs or doc paths).
• Phase 2 — AI-assisted practice: Coping cards, mode-language reframes, and schema chemistry use the host AI configuration; if AI is unavailable, those actions may fail while worksheets and static pages still load.
• Phase 3 — Deeper work: Limited reparenting, guided visualizations, and imagery rescripting are separated from starter tools. Imagery includes readiness and sensitivity framing; use professional support when trauma intensity, dissociation, active abuse, or overwhelm is present.

Toolkit shares use /share/mode-profile/… and /share/couple-cycle/…. Same limits as the rest of the schema program: psychoeducation and self-reflection—not diagnosis or treatment.

Safety Check schema lens healing cards: When the optional schema lens is included in a Safety Check report, the report can show short healing cards for the top conversation-informed themes. These cards name one immediate regulation prompt, one longer practice, and a linked schema tool. They are reflection supports, not YSQ-R scores or a formal schema assessment.

Crisis and professional support: If you are in immediate danger, contact local emergency services. For crisis-oriented resources in the app, open Crisis resources. For when to seek licensed care, see When to Seek Help. Imagery and other high-intensity pages include sensitivity notices—pause or stop if you need to.

Provenance: Worksheet labels and cycle templates follow a tiered source model (primary couple-module materials, secondary book-level summaries, and background schema-therapy literature where needed). The app does not claim full-book ingestion unless licensed text is deployed on the host. Where persistence/history endpoints apply, provenance appears as source_tier and source_refs.

Operators: maintainer checklist and API roadmap notes live in the repository at docs/features/SCHEMA_TOOLS_V3_COMPLIANCE.md.

Present for the Next Generation

A Personal Growth section (Dashboard → Present for the Next Generation) for processing your upbringing and strengthening presence with your kids. Not therapy or diagnosis—reflective prompts only. Two cards open Therapeutic Chat with a guided prompt:

• Processing your upbringing — Validate what was missing, name the impact, and connect to what you choose to do now, including playfulness and presence.
• Being present for your kids — Small, concrete ways to show up, 10–15 minutes of purposeful or playful time, rituals, and repair when you miss the mark; stepfamily-aware.

For professional support, see When to Seek Help.

Father-Son Repair

Father-Son Repair is a God-centered tool under Present for the Next Generation. It is not therapy or diagnosis. It includes:

• Assessment — A short, scripture-anchored questionnaire. Your answers are stored for your progress view.
• Guided steps — A link to Therapeutic Chat with a Father-Son Repair prompt: Scripture (God as Father, reconciliation, forgiveness), prayer, and one concrete commitment.
• Progress — Your latest assessment summary and milestones you add (e.g. had a conversation, prayed together, commitment to regular time).

Open it from Dashboard → Present for the Next Generation → Father-Son Repair. For professional support, see When to Seek Help.

AI Chat Sessions

AI Chat is a dedicated chat experience with session history, model selection, and usage limits. Use it for deeper conversations, follow-up threads, or general questions—separate from the reflection Chat on your dashboard.

How to Use AI Chat

1. Navigate to "AI Chat" from the dashboard
2. Start a new session or continue an existing one
3. Choose a model (if your plan allows)
4. Type your message and send
5. View session history and switch between sessions

Universal chat, NamedClearly Chat, Assistant chat, and Ask the Word support optional voice and Voice chat where exposed in each shell. The first time you enable Voice chat or start the mic with Voice chat on in NamedClearly Chat, a short dialog explains that the browser or device will ask for microphone access. Full walkthrough: Voice mode FAQ (also troubleshooting).

AI history and canvas: Use Import AI history to upload official ChatGPT or Claude.ai exports after consent. The AI history canvas lets you pick which imported sources can become model context. Include app context and per-session Interconnect all areas for AIdefault on unless you turn them off in that chat's settings; account-wide Context amount (Minimal through Ecosystem — interconnect all areas for AI) is saved under Dashboard → Preferences → AI Context. Cross-account partner or household previews also require AI context and sharing consent on each account (Settings → AI context and sharing consent). The composer shows user-created prompts rather than global/admin defaults.

Open the canvas from Universal Chat: /dashboard/ai-chat#ai-history-canvas opens Options & preferences and jumps to the AI history canvas section; links that include ?canvas=1 do the same before the query param is cleared from the URL.

Projects (Universal chat): Open Universal chat settings to assign the active session to a named project, create or rename projects, and upload plain-text reference files (for example .txt, .md, or .csv) for context. Sessions in the same project stay grouped under your account.

Routing: The host uses a fallback chain of models. If a provider returns repeated authentication errors, it may be skipped for a while and another configured model answers—so the first reply can take longer and the visible model may differ from your pick until keys are healthy. Administrators review under Admin → AI providers and Admin → API Keys.

Research mode (web search + citations)

On Universal chat, NamedClearly Chat, Assistant chat (/dashboard/commands-voice), and Ask the Word, turn on Research above the composer. Each send asks for numbered citations and a Sources section, and shows clickable source chips under the reply. With Research on, the composer shows whether web search is ready. When Brave Search MCP is configured, operators enable it under Admin → MCP servers and set BRAVE_API_KEY under Admin → API Keys (or on the host). When Brave MCP is not ready but PERPLEXITY_API_KEY is set, research uses Perplexity Sonar automatically. MCP-based research needs a native tool-calling model (MCP tools guide).

Research activity panel

While Research runs, a Research panel lists live steps (Search, Read, Synthesize, or other tool phases). On wide screens it docks beside the thread; on phones it appears above the composer. The finished answer and Sources still appear in the thread. Close with X or Escape.

Long sends, timeouts, and recovery

AI chat and Safety Check use longer client timeouts than routine API calls so research and tool rounds can finish. If the browser times out but the server already saved your message, reload the session or refresh the session list—the app recovers the turn instead of dropping your text. Multipart Safety Check runs may still use Resume on the Safety Check page when a queue was saved.

MCP tools, models, and streaming

When MCP tools are enabled in Universal chat settings, the assistant can use configured integrations plus NamedClearly product tools (names starting with nc__). MCP-on sends require native tool-calling models (OpenAI, Anthropic, Google, or gateway ids like openai/…). With MCP on, replies use the non-streaming path so tool rounds can finish. Therapeutic Chat and schema assessment chat keep external MCP off—product tools only. Case Prep (attorney preparation) is available via nc__case_prep__* tools—for example list or create sessions and open Case Prep (help).

Voice mode FAQ

Voice in NamedClearly is web-based: your browser turns speech into text, then chat works like typing. Read-aloud uses server speech when your host enables it, otherwise device text-to-speech. This is not a separate native "live audio-to-model" app—behavior depends on browser, OS, plan, and host settings.

At a glance

• Input: Microphone → browser speech recognition → plain text in your chat (same rules as typed messages).
• Output: Assistant replies stay in the thread as text; optional read-aloud plays via server audio when configured, or browser/OS speech when not.
• Voice chat can send automaticallywhen you stop speaking and optionally resume listening after the assistant finishes speaking—turn it on in each chat's preferences when available.
• Dictation fills the composer so you can edit before send—useful for exact wording or sensitive topics.
• Always verify important facts; transcription and models can both be wrong.

Where to use voice

• Universal chat — sessions, model picker, MCP tools when your plan allows; full voice preferences.
• NamedClearly Chat and Assistant chat — same conversation history; Assistant chat is optimized for voice-first layout and slash commands.
• Ask the Word — scripture-grounded chat with optional Voice chat and read-aloud where enabled.
• Practice and portal help assistants may offer a simpler voice path (record → send) under the same browser limits.

Preflight checks (permission, recognition API, playback): Dashboard → Voice diagnostics.

Quick start

1. Open one of the chats above and sign in if prompted.
2. Open that chat's settings or options panel and enable Voice chat (and read-aloud / audio output if you want spoken replies).
3. Tap the microphone. Allow the browser or installed app to use the mic when asked—without permission, nothing can hear you.
4. For Voice chat, speak naturally; when you pause, your text sends like a normal message. For dictation (Voice chat off) on Universal, NamedClearly Chat, Assistant chat, and Ask the Word, you can still edit live in the box—stopping the mic sends the message like Send.
5. If playback is silent, check volume, mute, and whether the tab is allowed to play sound; run the audio test on Voice diagnostics. If the page shows no voices listed, the OS browser test cannot run in that environment—use Run cloud voice test when voice replies are enabled, or try Chrome or Safari on a normal device.

Dictation vs Voice chat

First-time Voice chat on NamedClearly Chat shows a short explanation, then the browser requests microphone access.

Read-aloud and voices

• Per-message play or download (where the UI offers it) prefers server-generated audio when your host configures speech—often higher quality than the browser.
• Voice conversation read-aloud similarly prefers server speech when the assistant message is saved to the session; if the request fails, is disabled, or hits a limit, the app falls back to browser text-to-speech.
• Preset names such as Michael (calm male) and Emily (warm) come from the server when speech is enabled; the exact sound still depends on host configuration.
• Universal Chat: under Options and preferences, choose Cloud voice (ElevenLabs) when voice replies are on—the same preset is used on Voice diagnostics for the cloud test. Other chats keep their own saved presets per shell.
• Autoplay rules: some browsers block audio until you interact with the page—tap the composer or play control once if speech never starts.

Operators can turn off server voice globally (environment or admin toggle). If read-aloud suddenly disappears for everyone on a deployment, that is a host-side setting—not your personal mute alone.

Reply in audio (where to turn it on)

• Automatic playback after each assistant reply: open that chat's options / preferences. Turn on Voice conversation, then enable Read assistant replies aloud under Voice input and output (Universal chat: Options and preferences → This chat — context and voice). Optional: Sync voice conversation to all routes copies voice-conversation mode to every AI chat route in this browser (it does not turn on microphone or read-aloud by itself).
• One message at a time: use Read aloud on the assistant row when the control is shown.
• Cloud (ElevenLabs) read-aloud requires operators to enable Universal AI Chat voice replies under Dashboard → Admin → Settings. If that is off, automatic cloud read-aloud stays unavailable (browser speech may still apply when the UI allows).

Controls and settings

• Each chat exposes Voice chat, audio input, and often read-aloud / audio output in its settings—defaults vary by product surface.
• Stop or cancel from the same toolbar you used to start listening; stop playback with the message or global stop control when shown.
• If the assistant is speaking and you start talking, use headphones or pause playback to avoid the mic picking up the speaker.

Browsers and mobile

• Chromium (Chrome, Edge, many Android browsers) and Safari generally offer the best Web Speech support; Firefox may be limited or inconsistent on some desktops—try another browser if recognition never starts.
• On phones and tablets, use the latest OS browser or your installed NamedClearlyweb app; microphone permission may live under site settings or the app's system settings.
• If you installed the dashboard as a PWA and the mic is blocked, open the device Settings app, find this app, enable Microphone, then fully restart the app.

Recognition language is typically aligned with US English in the client; mixed languages or heavy accents may need slower speech or typing as backup.

Troubleshooting

• Run Voice diagnostics first: confirm permission, recognition support, browser TTS, and (when voice replies are on) the cloud voice test. HTTP 401 on cloud playback means sign in again—the portal rejected the request, not ElevenLabs billing.
• Mic never opens: Click the lock or site-settings icon in the address bar and set Microphone to Allow, then tap the mic again (a full reload is usually only needed if the site still shows Blocked). On installed apps, enable Microphone in device Settings and restart the app. Try a non-private window if extensions block media.
• Recognition starts then stops immediately: Check network (some engines use cloud recognition), reduce noise, try headphones.
• "Network" or speech-service errors from the mic: Many browsers send audio to a vendor cloud to transcribe speech. That path can fail when the device is offline, on a strict Wi-Fi or VPN, or the speech service is overloaded—even if the rest of the dashboard loads. Retry the mic, try another network, or type the message.
• Assistant silent: Unmute, raise volume, click the page once, retry read-aloud; confirm Voice chat audio output is enabled in chat settings.
• Echo or double-trigger: Lower speakers, enable OS voice isolation if available, or switch to dictation with push-to-send.

Administrators can inspect provider health under Admin → AI providers and keys under Admin → API Keys—voice input still works when models are healthy; server speech additionally needs host speech configuration.

Limits and outages

• Every spoken message consumes the same model and plan limitsas typing—there is no separate "voice minute pool" in the product.
• Server speak endpoints may rate-limit heavy use; wait and retry or read visually.
• Hosts tune quotas in Admin → Token limits when you administer the deployment.

If text chat works but only read-aloud fails, suspect speech service configuration or disablement rather than your microphone.

What we don't offer in dashboard voice mode

• No continuous live video or screen stream to the model as part of voice mode—attachments use the normal composer flows (for example images where the chat already supports them).
• No separate proprietary "orb only" voice shell—everything stays inside your logged-in web chat UI.
• Tooling (MCP, code, uploads) follows that chat's text rules; if a tool is unavailable while listening, finish speaking or switch to typing.

Accuracy and language

Transcripts reflect what the browser thought you said—not a courtroom-grade record. While the mic is still on, you can edit live in the box; on Universal, NamedClearly Chat, Assistant chat, and Ask the Word, stopping the mic sends—so finish wording before you stop, or tap Send only if you prefer. In Voice chat, follow up with a typed clarification when precision matters (names, numbers, dates, quotes).

Wrong-language captions usually mean the engine misclassified phonetics; slow down, reduce noise, or switch to typing. You can still ask the model to answer in your preferred language in text.

Accessibility

The authoritative record in your account is the thread text, which works with screen readers and copy/paste. Read-aloud is a convenience layer; if it conflicts with your assistive tech, disable audio output in chat settings and use text-only.

Privacy

Speech recognition runs in the browser (Web Speech API or vendor-specific equivalent). NamedClearly receives text like any other chat send. Server read-aloud sends assistant textto your host's speech provider to synthesize audio—it is not a bulk upload of raw microphone audio through the chat API. Your browser vendor and OS still define additional telemetry or processing for microphone use—review their privacy notices if that matters to you.

Account retention, export, and training depend on host policy—see Privacy and Terms.

Case Prep

Case Prep ( Dashboard → Case Prep) helps you organize evidence for your attorney when you are responding to serious allegations—for example domestic violence or coercive-control narratives. It is not legal advice, therapy, or a substitute for counsel.

What you can do

• Create a case with title, allegations, names, relationship, and jurisdiction
• Upload text messages, testimony PDFs, court minutes, legal documents, and notes
• Follow the guided "What to submit next" prompt
• Run analysis and review contradiction tables, patterns, and evidence gaps in the attorney brief
• Export the brief as plain text or HTML for your lawyer

Text-message evidence may use analysis behind the scenes; you stay in the Case Prep workspace—you do not open a Safety Check report there. For reflective conversation review, use Safety Check.

Safety Text Coach

Safety Text Coach is a Telnyx SMS relay at Dashboard → Safety Text Coach. You configure one peer phone number and text through the NamedClearly coach line. Each message gets incremental safety coaching and reply drafts—not a full Safety Check on every SMS. You must tap Send for each outbound text. The contact sees the NamedClearly number, not your personal SIM. Not therapy, legal advice, or emergency response.

• Available to active members when your deployment has Safety Text Coach enabled (operators can restrict access with server configuration).
• For a full report, export the thread and run Safety Check.
• For on-device SMS drafts instead, see Mobile device SMS companion.

Safety Check

Safety Check is a reflection tool that lets you run a conversation or message through our system to see how it might be experienced by the other person—tone, intensity, and potential triggers. It is not therapy or professional advice; it helps you communicate more clearly and safely.

How to use Safety Check

1. Navigate to "Safety Check" from the dashboard
2. Paste or upload the conversation you want to check
3. Select who the other person is (e.g. Ex-partner, Mom) and enter a name or label for them (required). Use the same name each time for the same person so we can show trends for that relationship. "Compared to your recent checks" uses only your last runs for this relationship.
4. Run the analysis and review the feedback
5. Use the insights to refine how you communicate

Standard vs In-depth

Standard runs a faster analysis. In-depth uses more AI models and more conversation context for a thorough report. In-depth does notuse a separate credit balance or one-time packs—it shares your plan's AI usage with Universal Chat and other AI tools (daily and monthly limits). If in-depth is unavailable, use Standard, wait for your usage window to reset, or upgrade your subscription on Pricing.

Optional context for regulation and communication (Safety Check)

You can optionally save a short user-written line about regulation needs, sensory load, or communication style. When you turn on inclusion, future Safety Check runs can pass that line into the analyst background as optional context. This is not a diagnosis and does not replace evidence in the transcript; NamedClearly does not infer neurodiversity from your pasted messages—you choose the words and the toggle.

What it calibrates (examples): self-reported ASD-1, ADHD, or AuDHD; direct or blunt phrasing; long structured messages; caps or rapid follow-ups when stressed; requests for written plans, sensory breaks, or processing time; RSD, meltdown/shutdown, or masking language. These describe regulation and access needs, not abuse—unless quoted lines from the other person show invalidation, threats, or coercive control (for example weaponizing your diagnosis: “you’re too sensitive because you’re autistic”).

Reader-only: Framing applies to you (the person who requested the check), not the other participant, unless their own messages disclose a comparable profile.

Edit or clear it anytime from Dashboard → Preferences (Safety Check section), Settings, the AuDHD hub, the main Safety Check page, and the attachment-type wizard when you use the matching consent step.

Screenshots and image files: The server reads text from pictures using Gemini when configured, with Google Cloud Vision and OpenAI vision as fallbacks. If preview says image text extraction is unavailable, paste the thread as text or attach a PDF/text export, or ask an administrator to configure keys under Dashboard → Admin → API Keys.

SMS backup timestamps:Android SMS Backup & Restore (and similar tools) usually store a numeric date (Unix ms) and a human readable_date. The app uses the numeric instant when present so the calendar date and time match your backup; the transcript may show AM/PM or 24-hour depending on your browser locale. String dates with a trailing UTC or GMT are parsed as that timezone.

People in this report: Some results list both speakers with Your side and Other person. Avatars use initials by default; Portrait from thread appears only when that speaker had an inline image in the pasted conversation—it is normal if only one side shows it.

Sharing and export

You can save and share the full report with a friend, partner, or therapist. On the main Safety Check page and on designs results (for example the step-by-step wizard from the design selector), you get the same tools: Share with partner, a timed public link (create, copy, and change expiry, max opens, viewer email, and optional view options without revoking the link when one already exists), and Email link—you enter the recipient's email, then confirm via a link we send to your email; the recipient receives only the link (no report content in the email). If you analyze a long conversation in multiple parts (a separate report per part), the share panel applies to whichever part you have selected. PDF, text, and CSV exports include the full report when available (patterns, risk assessment, immediate guidance, coping strategies, notes). Recent checks appear in history; click a row to open the full report. Note: we applied a one-time reset of safety check data; older share links no longer work—run a new check to generate a report.

Analysis safeguards in exports: When you print or download PDF, text, or CSV, the bundle can include an Analysis safeguardssection listing structured pipeline checks (for example transcript shortened for processing, or a simplified report when full analysis was unavailable). In Save & share, turn this on or off with Analysis safeguards (quality notes) separately from Confidence / limitations notes. It is for transparency, not a clinical label.

Past checks (framing): When the deployment stored which global LLM framing mode was used for a saved run, each row in Past checks can show a small label (for example Dual-party support or Neutral relational). The default Abuse-informed label is shown to administrators for diagnostics; members usually only see labels for non-default modes.

Timing patterns: After at least three stored checks for the same relationship, the result may include a short summary of when past analyses were run (weekday and month in UTC)—descriptive only, not a prediction of risk. The same summary can appear in text and printable HTML exports when it applies.

Multi-part resume: If a split run stops before all parts finish (for example a timeout), use Resume or Dismiss on the Original flow (Safety Check designs → Original flow, or /dashboard/safety-check/classic) or on the Wizard when you chose a separate report per part—restart from the failed part or an earlier part, or dismiss to clear the saved queue.

Clinical and survivor-centered references: Safety Check uses behavior-focused language and is non-diagnostic. See APA DSM resources and the abuse terms glossary below for definitions used in-product.

Getting started

Open Original flow (classic) for Step 1 paste, Past imports, streaming, and multipart Resume. Use the step-by-step wizard for guided intake or designs to pick Cards, Quick, or Guided modes. Long exports: Import → Past imports then Send to Safety Check.

Which flow should I use?

• First paste or SMS screenshot: classic Step 1, Standard run
• Very long thread: Prepare/split or Import → Send to Safety Check
• Re-open saved report: Past checks → Load (wait for Loading…)
• Share with therapist:Save & share after results load

Step 1 — paste and prepare

Pick Where is this thread from? (Auto-detect, WhatsApp, Telegram, Messenger, SMS, General paste). Use Messenger import & Import help for copy-paste and Past imports. Android SMS backups: numeric date (Unix ms) defines the instant; display may be 12h or 24h in your browser.

Past checks

Sidebar on large screens, above the form on phones. Load fetches the full snapshot; Load nearby run when several runs on the same relationship finished within minutes. Linked hints group rows with the same relationship memory key. Delete from historyis on Save & share while viewing a run.

Sharing and export

Timed public link, Email link (confirm to your inbox first), Share with partner when linked, Export with section toggles, Print/Save as PDF, optional Legal/Attorney evidence kit on premium tiers. Limit conversation view supports AI-assisted message selection.

Troubleshooting

• OCR unavailable: paste text or PDF export; admin API keys for Vision/Gemini/OpenAI
• Stream disconnect: retry; check Past checks; Resume multipart queues
• Wrong date span: re-export with real dates; report may flag unreliable range
• Too many flags on benign thread: Balanced recall; see why NamedClearly

Patterns, reactive abuse, and your-side lines

• Applies to — each pattern card says whether examples cite you, the other person, or unclear.
• Reactive defense (not “mutual abuse”) — intense responses after sustained invalidation may be labeled reactive(violent resistance / self-protection in Johnson typology) so your pushback is not listed as primary abuse toward the partner. Most domestic-violence experts treat “mutual abuse” as a myth: abuse is an imbalance of power, not who lashed out in a single moment.
• Predominant aggressor, not first aggressor — law-enforcement training (IACP IPV guidelines) emphasizes the predominant aggressor—the ongoing pattern of control—not who raised their voice first in one incident. NIJ dual-arrest research notes many victims physically fought back in the incident studied; chronology and history matter.
• Per-person hypotheses— Safety Check scores reader and other separately (heuristic signals + auxiliary classifiers). Two “reactive” labels do not mean two abusers; relationship-level typology stays a separate, low-confidence hypothesis.
• Methodology on your report — expand How we handle reactive defense and predominant-aggressor signals on the report for why/how we processed your thread, cited sources (IACP, NIJ, Johnson typology, Freyd DARVO, Campbell Danger Assessment concept), and legal limits (decision-support only—not a court finding or expert opinion under FRE 702 / Daubert).
• Long threads — when analysis uses a capped head+tail slice, per-party LLM reactive/primary labels may downgrade to unclear because classifier stability on partial chronology is unreliable.
• Reader boundary-setting — assertive self-protection on your side should not appear as partner abuse tactics.
• DARVO — deny–attack–reverse-victim patterns are warning signs, not proof of guilt in either direction (Freyd).
• Role unclear — often means you opted out of formal victim/abuser roles, not a wrong-person bug.
• What this report analyzed — expand the scope panel above red flags for Misread.io families (including love bombing), catalog size, patterns detected on this run, special rules (e.g. Love Bombing → Devaluation Cycle needs both phases), patterns with evidence but no card (unresolved heuristic gaps), and truncated-thread scanner caps (balanced: up to 8 supplements on long capped slices).
• Glossary — plain-language definitions: abuse terms glossary.

Primary roles (optional)

Near the relationship fields, Primary roles (optional) controls formal primary victim / primary abuser roles:

• Let analyst decide (default)
• Other person primarily harmful toward you
• You primarily harmful toward them
• Avoid assigning primary roles unless the transcript is very one-sided

Default member experience is no_primary unless you opt in. Reports do not show formal abuser/victim labels unless you choose them.

Mobile and privacy

• Mobile layout — Past checks above the form on phones; the report column uses full usable width; primary actions stay above section dividers.
• Your data — runs are stored in your account snapshot; sharing is opt-in per link or export.
• Tech-facilitated control — Safety Check recognizes device-based coercion (location tracking, reading your phone or messages, stalkerware, smart-home or camera monitoring). If a thread is part of that pattern, also review shared cloud accounts and device settings, not just the messages.
• Couples Connect — partner share categories summarize for AI, not full report dumps in partner preview cards.
• Disabled tool — an account flag shows an unavailable notice; contact support if unexpected.

Full member guide sections also live in Safety Check FAQ (Markdown mirror: docs/HELP.md).

Safety Check FAQ

Use the in-page Help button on Safety Check for dozens of suggested questions (classic, wizard, sharing, lenses, reactive abuse, multipart Resume, and more). The curated Markdown mirror at docs/HELP.md adds sections for patterns and reactive abuse, primary roles, optional lenses, longitudinal memory, and mobile privacy.

Abuse terms glossary

These terms appear in Safety Check reports, optional lenses, and longitudinal summaries. They describe patterns in communication for reflection and safety planning—not clinical diagnoses or legal conclusions.

References: APA DSM hub · DSM-5-TR product page · WHO violence facts · SAMHSA trauma-informed guidance. In Safety Check, open Conversation Safety Check and use Key behavior terms on a report for a projector-friendly view of the same definitions.

Bible Evaluation

Bible Evaluation lets you paste or upload a conversation and evaluate the other person's words and behaviors against Scripture. Categories include lying, slander, malice, rage, manipulation, partiality, gossip, and others—all tied to specific Bible verses. The report is for reflection and optional pastoral preparation only; it is not a substitute for church discipline or pastoral judgment. No clinical or mental health language is used.

How to use Bible Evaluation

1. Go to Dashboard and click the "Bible Evaluation" card (or open it from Find your tool)
2. Paste a conversation or upload a file (same format as Safety Check)
3. Click "Continue to set relationship" and choose who you are, the relationship type, and the other person's name or label
4. Click "Run Bible evaluation" and review the report: violations with Scripture refs and quoted examples

Pastor's Lens

Pastor's Lens frames a situation through biblical pastoral requirements—e.g. guard heart from bias, clarify the charge in biblical terms, both sides heard, evidence and witnesses, Matthew 18 steps, proportional discipline, path to restoration. You open it from a Safety Check result: click "View Pastor's Lens" to see a scorecard of requirements with status and short recommendations. You can then "Generate pastor package" and "Download report" (plain text) to share with a pastor. This is for pastoral preparation only; it does not replace a pastor's judgment or church process.

How to use Pastor's Lens

1. Run a Safety Check (paste or upload a conversation, set relationship, run analysis)
2. On the result page, click "View Pastor's Lens"
3. Review the scorecard: each requirement shows status (e.g. applicable, needs attention) and Scripture refs
4. Click "Generate pastor package" then choose whether to include short anonymized message excerpts (checkbox). "Download report" or "Print or save as PDF" uses your choice; leave the checkbox unchecked for maximum privacy.
5. Optionally "Create share link" to get a time-limited link; anyone with the link can view the package. Shared view does not include message excerpts.

Law Evaluation

Law Evaluation flags potential criminal-statute and civil-tortconcerns under Iowa and federal law (e.g., harassment, cyberstalking, defamation / false factual statements) based on the other person's messages in the excerpt. Civil-tort rows are reflection flags—not criminal charges. For reflection and possible attorney referral only; not legal advice. Open the saved run and use Refresh law evaluation in the Law section (or Run Law Evaluation if none was saved yet). You can also re-run Safety Check with Law evaluation enabled.

Confidence scores

• Each row shows a confidence score (0–100%) indicating how strongly the quoted lines match that category
• Color-coded badges:green (≥85% high confidence), amber (roughly 70–84% medium), filtered out when below the row's threshold
• Confidence floor: default 0% for criminal and civil-tort rows (any scored row with quote support can appear). Filtered rows may appear under Filtered out when a higher floor is configured on the server

What to look for in the report

• Impact on you — how the messages may have affected you
• Exposure for other party — potential criminal and/or civil themes for the other person (cautious language only)
• Specific violations — statute references (e.g., Iowa Code § 708.7, 18 U.S.C. § 2261A) with quoted message examples
• Processing notes — transparency about any guardrails applied (confidence threshold, line citation enforcement, duplicates removed)

Important: Always consult a qualified attorney licensed in your jurisdiction for legal guidance. The Law Evaluation lens is designed to reduce false positives and help you identify situations worth discussing with a professional—not to provide definitive legal conclusions.

Longitudinal Evaluation

Longitudinal Evaluation is a report that summarizes patterns from your Safety Check history, therapeutic sessions, and escalation alerts over a chosen time window (e.g. 90, 180, or 365 days). It shows whether certain pattern domains (such as emotional volatility, interpersonal manipulation, or grandiosity and deflection) are elevated, partially elevated, or not elevated based on your data. It is for personal reflection and trend awareness only; it is not a clinical diagnosis, professional advice, or a substitute for therapy.

DSM-5-TR longitudinal report: Some accounts also have Dashboard → Longitudinal report, with an At a glance summary and jump links. Use Simple view for collapsible relationship and domain sections, or Technical for arc metrics, detector notes, and the term glossary—still not a clinical diagnosis.

How to use Longitudinal Evaluation

1. Open the dashboard and click the "Longitudinal Evaluation" card
2. Choose the time window (90, 180, or 365 days)
3. Optionally filter by relationship context (e.g. a specific person) to see trends for that relationship only
4. Review the report: each domain shows Elevated, Partial, or Not elevated with evidence
5. Use the summary and evidence for your own reflection; share with a professional if you choose

Reports are cached for 24 hours. The report includes a disclaimer that it does not constitute a diagnosis and is not a substitute for professional evaluation.

For official DSM references use APA DSM resources and APPI DSM-5-TR. For term definitions used by these reports, see Abuse terms glossary.

DSM-5-TR & clinical documentation (for clinicians)

Licensed clinicians use DSM-5-TR as one structured source for formulation and record-keeping. The steps below are a concise workflow reference only—always follow your license, supervision, institutional policy, and the full text of the manual you are licensed to use. This site does not reproduce DSM criteria and does not perform diagnosis.

Core documentation steps

1. Clinical interview — Gather history, mental status, and presenting symptoms; document context and collateral when appropriate.
2. Compare to Section II criteria — In your licensed DSM-5-TR source, check required symptoms, duration, thresholds, and exclusions for each disorder under consideration.
3. Differential diagnosis— Rule in or out substances, general medical conditions, and other mental disorders that could better explain the presentation; use the manual's structure and cross-cutting tools as aids.
4. Specifiers — Apply permitted specifiers (e.g. severity, course) when they change care or communication.
5. Functioning / impairment — Document impact on role functioning when clinically or administratively required. The WHO publishes WHODAS 2.0 as one standardized disability measure; your setting may use other instruments or narrative assessment.

Key considerations

• Rule out better explanations — Do not finalize a diagnosis if another mental, medical, or substance-related condition accounts more fully for the findings.
• Developmental lens — Interpret symptoms in light of age and development; the manual is organized with lifespan presentation in mind.
• Clinical judgment — Criteria support trained professional judgment; they are not a substitute for it.
• ICD-10-CM — Record diagnoses with correct ICD-10-CM codes per current CMS guidance and payer or institutional rules.

Six-step differential sequence (typical structure)

Many training programs teach a fixed order for ruling out alternatives before naming a primary disorder. Exact criteria live only in your licensed DSM-5-TR text.

1. Malingering / factitious concern — When appropriate, consider intentional falsification or exaggeration of symptoms for gain or for the sick role.
2. Substances and medications — Exclude presentations better explained by drugs, alcohol, or medication effects.
3. General medical condition — Exclude syndromes attributable to physical illness that mimics a mental disorder.
4. Primary mental disorder — Among remaining options, apply Section II criteria to the best-fit diagnosis.
5. Adjustment disorders — Separate stress-linked, often time-bound reactions from chronic disorders when criteria apply.
6. Normality boundary — Distinguish clinically significant distress or impairment from expectable human reactions or subthreshold presentations.

What clinicians usually document for a disorder

• Symptom count and pattern— Minimum items from the manual's lists where required.
• Duration — Meet thresholds stated in Section II (e.g. minimum weeks or months per disorder).
• Clinical significance — Distress or impairment in social, occupational, or other important areas, as defined in the manual.
• Specifiers — Severity, course, subtype, and other tags when permitted and clinically useful.

Assessment tools tied to the manual

Licensed clinicians may use decision trees, cross-cutting symptom measures, the Cultural Formulation Interview, and dimensional severity tools where training and license allow. The APA publishes educational material about these resources.

APA DSM-5-TR educational resources · DSM-5-TR fact sheets (patient/family summaries—not full criteria) · APA DSM hub

Not for self-diagnosis

The American Psychiatric Association emphasizes that DSM-5-TR is for trained professionals, not for the public to self-label. Misreading criteria can increase distress or delay care for treatable conditions.

• Find a Psychiatrist (APA)
• SAMHSA National Helpline

NamedClearly tools (including Longitudinal Evaluation and Safety Check lenses) summarize patterns in user-provided text or history; they are not a substitute for interview, examination, or manual-based formulation. Maintainer reference: docs/reference/DSM5_TR_ACCESS.md.

Wizards & Multi-Model Consensus

From the dashboard Wizards section you can run guided flows that send your content to the Consensus Wizard (Frankenstein Language Analyzer). One query is sent to multiple AI providers and you get a single synthesized answer with confidence and per-model breakdown. For reflection and analysis only; not clinical or legal advice.

Wizard types

• Frankenstein Language Analyzer – Paste or load content, choose preset and providers (or let AI select), run synthesis. Copy result or send to AI Chat.
• Consensus Wizard (/dashboard/wizards/consensus) – Same full workspace as the Language Analyzer (paste, presets, providers, synthesis); opens on the wizard route without a redirect card.
• Pre-process Wizard – Paste content, choose actions (summarize, extract key points, format, anonymize, discussion questions), then send to Consensus.
• Prompt Wizard – Build or paste a prompt, pick an analysis preset, send to Consensus Wizard.
• Legal Wizard – Paste legal document or contract excerpt; analyze in Consensus with Legal Document Review preset (structural review only).
• Code Wizard – Paste code; analyze in Consensus with Code Review preset.
• Summarization Wizard – Paste long text; get a multi-model summary via Consensus.
• Decision Wizard – Describe a decision or situation; get pros, cons, and synthesis from multiple models.
• Email Wizard – Describe recipient and purpose; get a draft (subject + body) via Consensus.
• John Gottman Language Wizard – Enter what you want to say; get reframes using Gottman principles (soft startup, I-statements, avoiding the Four Horsemen) via Consensus.
• Attachment Type Wizard– Short questionnaire on attachment style; optional "NamedClearly Consensus Wizard" for reflection only.

Communications Wizard

From Dashboard → Communications Wizard you can draft or refine messages with guided AI feedback before sending them. The flow helps you clarify intent, tone, and structure. You can optionally send drafts to the Consensus Wizard (multi-model analysis) for deeper reflection.

Safe Chat Storage

Safe Chat Storage gathers communications from In-app messages, Communications Wizard, and Universal chat. You can filter by thread, save content into slots for different programs, and send to Multi-model (Frankenstein) or open in the analyzer with one click.

Devotion Connect

Devotion Connect offers daily devotionals with points and badges. Grow your faith with short, focused content alongside your personal growth.

Getting Started

1. Open Devotion Connect from the main menu or /devotion-connect
2. Complete daily devotionals to earn points
3. Unlock badges as you progress

Reflection Questions and Your Saved Answers

Each devotional includes Reflection Questions. Use "Answer with Wizard" to complete them. Your answers are saved automatically when you finish the wizard.

When you return to Devotion Connect, your saved reflection appears in the section "Your reflection (saved)" below the devotional. You can edit by opening the wizard again. Doing a devotional "Do with a friend" saves your response for that friend to see and shows theirs in a separate section.

Prayer Wizard & Prayer Requests

Prayer Wizard (Dashboard → Prayer Wizard) helps you structure prayer requests and reflections with a guided flow. You can optionally use multi-model consensus for analysis. Prayer Requests (Dashboard → Prayer Requests) lets you create and manage prayer requests and share them with friends; friends can mark when they have prayed.

Getting started

1. Open Prayer Wizard or Prayer Requests from the dashboard
2. Create a prayer request or use the wizard to structure your reflection
3. Optionally share requests with friends from your friends list

Coach Program

The Coach program provides guided growth with roleplay, reflection prompts, and feedback. Practice communication and scenarios in a safe space.

What You Can Do

• Roleplay conversations with AI feedback
• Use reflection prompts and get structured feedback
• Practice difficult conversations

Coach tier: data boundaries & diligence

The Coach subscription adds practice-oriented workflows; it does not, by itself, establish HIPAA compliance for a covered entity. Review these boundaries before diligence or marketing claims:

• Therapeutic persistence — Schema, Safety Check, exercises, DSM summaries, and preferences live in separate domains; there is no single merged clinical record for every tool.
• Partner / household AI context — Cross-account sharing into AI prompts is preference- and category-governed (Couples Connect transparency, AI context settings); nothing implies automatic full-record sharing.
• Model roster — Available providers and model IDs depend on deployment configuration, not a fixed global catalog.
• Database enforcement — Authorization is enforced in application code; row-level database policies are not the primary isolation layer today.
• Inference & PHI — Map every route that may touch sensitive content to named vendors, BAAs, and retention before HIPAA-style claims.

For BAAs and deployment checklists, see Compliance overview and BAA template.

Telehealth (practice video)

For practice and coach-tier providers when video is configured: start HIPAA-oriented sessions from Practice → Telehealth or from today’s schedule. Clients join from the portal after you admit them. Join URLs use a secure token (?t=…) and expire after about an hour—start a new session if you see "not allowed to join." Use Copy patient join link only for the client; keep your dashboard-open link for host features such as cloud recording when enabled under Practice → Configuration. Not for emergencies—use crisis resources when needed.

Hearing each other on a video call:The in-app room plays your care team's voice through dedicated audio playback (video tiles stay muted to reduce echo). Allow mic/camera for the site, interact with the page if prompted, and check device volume if one side sees video but not sound.

Practice: insurance card OCR

On Dashboard → Practice → Client chart, when you Add insurance plan, use Upload insurance card to photograph the card. The app can suggest payer name, member ID, and group number—always review before saving.

Your deployment needs image OCR enabled the same way as other AI features. An admin sets keys under Dashboard → Admin → API Keys (Gemini, Google Cloud Vision, or OpenAI vision as configured). If you see a notice that extraction is not configured, enter the plan manually or ask an admin to add keys.

Practice ePrescribe

For prescribing clinicians on Coach (Practice Management): open Dashboard → Practice → ePrescribe (/dashboard/practice/eprescribe). The practice prescription log works without a vendor—record, edit, void, print, and export CSV. From a client chart, use ePrescribe to scope the log to one client.

Live pharmacy routing requires operations to enable a certified vendor and the per-clinician ePrescribe add-on. When connected, prescriptions can transmit to the pharmacy network; controlled substances need EPCS enrollment and two-factor step-up at sign time. On the prescribe form, use Start EPCS step-up before entering the vendor token and transmitting.

EPCS (controlled substances)

1. Complete vendor enrollment and EPCS identity proofing on the Setup tab.
2. When recording a controlled prescription, check Controlled substance and tap Start EPCS step-up.
3. Enter the short-lived EPCS token from your vendor, then save and transmit.

The Pharmacy inbox tab lists refill requests, cancellations, and fill notifications when a vendor is connected.

The same hub includes Insurance billing (Stedi EDI payer enrollment) for staff with claims permissions. This is not clinical decision-making or legal advice.

Why a certified vendor? NamedClearly owns the chart workflow and practice log; live pharmacy routing in the U.S. requires certified networks, EPCS, state PDMP connectivity, and licensed drug data—similar to using Stedi for claims EDI while you own billing UX. The practice log works without a vendor; live transmit does not.

Practice Manager: billing automation

For providers on tiers that include Practice Manager: open Dashboard → Practice → Configuration (/dashboard/practice/config). Under Billing & Claims you can enable Auto-submit claims when encounters are saved as Ready to bill (subject to insurance setup and permissions), and Auto-create draft invoice for those encounters (draft only; the single-encounter draft total stays aligned with the encounter amount while it remains Ready to bill).

When a matching draft exists, Practice → Encounters shows Open draft invoice. Practice → Billing also accepts ?invoice_id= with a valid invoice id to open the edit dialog for that draft.

This does not replace payer rules, contracts, or your own billing compliance review.

Practice Manager: superbills, card on file, measures, session complete

For providers on tiers that include Practice Manager (when Stripe and billing are configured): download superbills from Practice → Billing or encounters; save a card on file on the client chart or Portal → Billing with optional AutoPay; assign GAD-7 and PHQ-9 on the client Measures tab (clients complete from Portal → Wellbeing); and use Complete session from calendar, encounters, tasks, or the practice hub after visits.

Scoring and superbills support practice operations—they are not diagnoses, legal billing advice, or guaranteed reimbursement.

Practice Manager: waitlist slot offers

From Dashboard → Practice → Client waitlist, staff can Offer slot when a time opens. The client receives email with a link to /book/your-slug?waitlist_offer=… where they Confirm this time or Decline. Confirming books the visit; declining releases the held appointment.

Production hosts should set WAITLIST_OFFER_SECRET. Links expire at the earlier of 14 days or the appointment start.

Practice Manager: team roles and role matrix

Organization owners and admins assign practice staff roles on Dashboard → Practice → Team (/dashboard/practice/team). The Role matrix (/dashboard/practice/role-matrix) shows minimum-necessary read/write access by role for clients, calendar, billing, and related areas.

Practice Manager: session prep (since last visit)

On a client chart or from Practice → Calendar (Session prep link), clinicians see context since the last encounter: prior note excerpt, measure updates, and related chart signals. Optional Refresh summary adds an AI narrative when your tier and keys support it—not a diagnosis or treatment plan.

Practice Manager: clinical education (staff)

On Dashboard → Practice → Clinical education (/dashboard/practice/clinical-education), staff ask general modality and protocol questions against the indexed protocol library. Optional AI synthesis cites retrieved excerpts when practice AI is enabled. After you search, use Read summary, Read excerpt, or Read all sections to listen (cloud voice when enabled, browser speech as fallback). Do not enter client names or chart text—this surface is for staff learning, not client care documentation.

Messages

Connect with friends in your growth community through direct messages. View your friends list, start conversations, and see when friends are online or when they were last active.

Status indicators

• Green dot– The person is online or "Active now".
• Clock icon with time– The person is offline; the time shows when they were last active (e.g. "Last active today at 3:00 PM" or "Last active yesterday at…"). The clock only appears for offline users with recent activity—it never appears next to "Active now".

Adding and removing friends

Use the friends list to add friends (by user ID or email when the feature is enabled). To remove a friend, open the friends list, find the person, and use the remove (X) button. Removing a friend does not delete past messages but stops new direct messages.

Roleplay (Profiles & Sessions)

From Dashboard → Roleplay you can create relationship profiles and run roleplay sessions with AI feedback. Practice communication and scenarios in a safe space; use reflection prompts and get structured feedback. This is part of the Coach and growth toolkit—not therapy.

Phone number and SMS sign-in

Open Dashboard → Preferences → Phone and SMS sign-in when your site has transactional SMS enabled. Add your mobile number and confirm the verification code sent by text message.

You can optionally enable SMS two-step sign-in (requires your account password). Only one second factor is active at a time—SMS or an authenticator app, not both.

Under Notification preferences, you can turn on SMS per notification type after your phone is verified and outbound SMS is configured on the platform (Telnyx). Couples calendar morning summaries and practice portal alerts use the same verified number—there is no separate mobile field for those features.

Notifications

In-app: When enabled for your account, the bell in the dashboard top bar (near help) lists recent alerts.

Email: Session summaries may be sent after sessions. Password reset and security mail are sent when needed. On Dashboard → Preferences, you can tune categories such as Devotion Connect (daily devotional email), reminders, and—if you use practice features—practice-related email types (appointments, billing, intake, and similar). Security emails (for example password reset and account verification) stay on when required; they are not turned off by those preference toggles.

Daily devotional email: which items and what time

On Dashboard → Preferences → Daily devotional email, choose exactly which devotional emails you receive and when they arrive:

• Today's devotional is ready— a daily email when your couple's devotional is ready to read.
• Reminder if not completed— a gentle nudge when you have not finished today's devotional.
• Devotion Connect daily email — your free standalone daily devotional link.
• Prayer & Bible study reminder — your daily prayer and Bible study focus.

By default everything is turned on and sent at midnight in your local timezone, so the full daily bundle (devotions, reminders, prayer, and more) arrives together at the start of each day. You can change the timezone and the send timein 30-minute steps (for example 12:00 AM, 7:00 AM, or 8:30 PM). Each item is sent at most once per day, so if you are in more than one couple you no longer receive duplicate "devotional ready" emails. Turn any item off to stop just that email while keeping the others.

Activity History (Sessions)

View your session history from Dashboard → Sessions. See how much time you have invested in reflection, goals, check-ins, and chat. Track accomplishments and activity over time. Session summaries can be sent by email when enabled.

Import (conversations & chat)

There is one place for all conversation imports: the Import page. Use it for SMS, iMessage, WhatsApp, Signal, Telegram, Messenger, Slack, Discord, and any other chat app that can export to CSV, JSON, XML, TXT, or SQLite.

On the Import page you can: upload and save conversations, analyze patterns, get goal suggestions, merge multiple imports into one, create an AI chat persona (with or without saving), and use token-reduction for long threads when sending to AI Chat. Full instructions—including how to export from Android and iPhone, supported file formats, and privacy details—are all on that page.

For detailed iPhone export steps (iMazing, iExplorer, iCloud, and more), see the guide linked from the Import page ("View iPhone export guide").

Mobile device SMS companion (optional)

The NamedClearly member app on the App Store or Google Play (when listed) and this SMS companion are not HIPAA-compliant wellness tools—not for emergency use or protected health information you must keep under HIPAA.

Separate from the website, an experimental Android shell in this repository can call the same member account with a Bearer JWT (link code from Hard conversations or paste from the portal). It can register the handset, sync selected thread lines to the portal for context, and request schema-informed SMS drafts using the same psychoeducation guardrails as the schema toolkit. Nothing is sent automatically: you review the draft on the device and send with SmsManager only if you choose to.

Google Playheavily restricts SMS permissions; shipping a consumer app that reads the full inbox often requires becoming the user's default SMS app or a very narrow, policy-reviewed scope. Treat this companion as a developer / internal testing path until policy and legal review are complete.

API routes (authenticated member only): POST /api/mobile/sms/device, /sync, /suggest, /telemetry. Maintainer reference: docs/features/MOBILE_DEVICE_SMS_ADDON.md in the product repository.

App Store and Google Play listing URLs

When you fill App Store Connect or Google Play Console, use these HTTPS links on the public site (no login required). Both stores require a privacy policy URL.

• Privacy policy URL: https://namedclearly.com/legal/privacy
• Terms: https://namedclearly.com/legal/terms
• Support: https://namedclearly.com/app-support
• Marketing / website: https://namedclearly.com/marketing
• Android application ID (SMS companion): com.namedclearly.smsscompanion

Maintainer copy-paste table: docs/mobile/APP_STORE_LISTINGS.md

Relationship issue resolution (repair plan)

Use this phased flow when both people can participate safely and you want repair, not a win: agree one topic and a time box; regulate before debating; align on what happened (observable sequence) before motives; share impact and needs with reflection; choose one or two small experiments and a follow-up date. If there is fear, coercion, or violence—or either person is too flooded to listen—pause and use appropriate safety and professional resources; this is not therapy or mediation.

In NamedClearly: Couples Features (Fight Room for AI-moderated dialogue, shared calendar and tasks, relationship contract), Communications Wizard for drafting hard messages, Communication & Safety when imported or pasted text may show harm patterns (still not a substitute for in-person safety planning). Maintainer playbook (phases, failure modes, route map): docs/features/RELATIONSHIP_ISSUE_RESOLUTION_PLAN.md in the product repository.

Couples Features

Refer friends (rewards)

• On the main Dashboard, use Refer Friends, Get Rewards (or open Dashboard → #invite-a-friend when your layout includes that shortcut). Copy your personal sign-up link or send an invite from the platform address.
• Invite email style: show your name; email only without your display name; or outreach-style copy that does not name you as the referrer—your link still tracks rewards.
• With an active or pending Couples Connect link, suggested partner or invite emails may appear as shortcuts; send one invite at a time (rate limited).

Kids Connect

From Dashboard → Kids Connect, families can use parent–child activities, co-parenting guidance, biblical parenting resources, Family Connect (invite or join a household with a code), and Family Communication (static meeting prompts, whole-family prompts, and simple frameworks to copy—not personalized server-side from your YSQ-R). Optional private reminder: On Family Communication, Activities, Co-parenting, and Biblical parenting, when you are signed in and GET /api/schema-therapy/ysq/history returns scored data, the browser may show a short asidewith theme-area hints for your reflection only—it does not rewrite the prompt lists and does not expose your workbook to children's accounts or to Family Connect members. These tools support connection and reflection at home—they are educational and relational supports, not therapy or diagnosis. For how this relates to YSQ-R overall, see Schema Therapy Program (YSQ-R).

• Family Connect (invite) — share a code with a co-parent or family member
• Join family with a code — if someone already invited you
• Household memories — shared list for every active family member
• Activities
• Co-parenting
• Biblical parenting
• Family Communication

Crisis Resources

If you're in crisis or need professional help, we provide 24/7 resources: National Suicide Prevention Lifeline (988), Crisis Text Line (text HOME to 741741), and when to seek professional care. NamedClearly is not therapy or medical advice—please reach out when you need professional care.

View full crisis resources →

Admin Dashboard

Authorized administrators only. Sign in as an administrator and open /dashboard/admin. That page is the admin hub: the first section is Safety Check with one entry into the unified operator console (safety-check-unified): global Report # lookup plus tabs for upload, charts, all reports, training lab, and synthesis review. Older safety-check-* URLs redirect into that console. Product-wide Safety Check settings stay under Global settings. Other hub sections cover operations, users, practice compliance, support, marketing, AI, API keys, and more.

Navigation: On admin pages, the top strip includes a single Safety Check link to the unified console. From the main member dashboard, open Admin in the welcome row and choose Safety Check. On mobile, one shortcut after Admin opens the same console.

Common routes (prefix /dashboard/admin/)

• Safety Check (operator) — canonical safety-check-unified. Legacy paths (safety-check, safety-check-upload, etc.) redirect here with ?tab=… deep links preserved.
• User management — users (accounts and settings). Related: Registration approvals — approvals; Invites — invites; Plan change requests — plan-change-requests.
• Bug reports — bugs (user reports and enhancement requests).
• QA testing — qa-testing (manual release campaigns; grant QA tester on users first). See QA testing (manual campaigns).
• AI prompts — prompts (chat, goals, reflections, Bible search, and related experiments). The hub also lists model browsers, MCP servers, datasets, and similar tools.
• AI providers — ai-providers (per-provider status). After repeated 401/403 auth failures the host auto-skips that provider in routing until you re-enable here—rotate keys under api-keys first.
• Lead management — leads (lead magnet submissions, list/pagination, and per-lead fields such as unsubscribe status).
• Analytics — analytics (hub with links to Conversion — analytics/conversions, A/B tests — analytics/ab-tests, Performance — analytics/performance, Network — analytics/network). API costs — api-costs.
• Token limits — token-limits lets admins adjust Universal Chat message quotas and cost ceilings by account type, plus per-response token caps for supported AI features.
• Theme editor — theme-editor for site-wide light and dark semantic color tokens (CSS variables) wherever the published theme applies.
• Dashboard layout presets — dashboard-header-presets for naming welcome-strip menus and publishing the site default for members on Default top links (per-user custom header orders are unchanged).
• Global settings — settings: app-wide options including Session idle timeout (minutes, 0–1440). After that many minutes of no activity (mouse, keyboard, etc.), users see the Session paused modal to extend or log out. Set to 0 to disable. Changes take effect immediately.

Also from the hub: Operations & backups — operations; Deployments — deployments; Practice compliance (HIPAA hub under the practice dashboard); Email marketing — email-marketing; Send documents — send-documents; API keys — api-keys; Stripe setup — stripe-setup; Token limits — token-limits; and other cards as your deployment exposes them.

Markdown mirror: docs/HELP.md (#admin-dashboard, #admin-theme-editor, #admin-dashboard-header-presets, #admin-eprescribe-platform, #admin-qa-testing).

ePrescribe platform (operators)

Authorized administrators only. Open /dashboard/admin/eprescribe-platform for a read-only view of vendor env, platform live transmit, billing gate status, and the six-step go-live checklist (no PHI). After vendor sandbox credentials land in prod .env.prod, run ./scripts/deployment/verify_eprescribe_config.sh. Use EPRESCRIBE_PILOT_PRESCRIBER_USER_IDS for certification pilots before Stripe checkout ships.

QA testing (manual campaigns)

Authorized administrators only. Use this for structured manual QA before or after a release—not the same as Bug reports (user-submitted defects).

Admin: /dashboard/admin/qa-testing (also on the admin hub). Create a campaign, set status to active, grant QA tester on Admin → Users for each tester, then Assign checklist (tiers such as p0,p1). Review pass, fail, and blocked on the results board.

Testers: Sign in as a user with QA tester enabled. Open /qa-portal or search QA portal on the dashboard. For each item, follow the route hint, set status and notes, then Save result. Fail and blocked notify admins in-app (email when notification prefs allow).

Admin Theme Editor

Location: /dashboard/admin/theme-editor

Operators edit light and dark semantic color maps (CSS variables such as sage, slate, cream, and related UI tokens). Publishing saves overrides the app serves alongside built-in defaults—useful for brand alignment without editing frontend source.

After changes, spot-check public pages and the signed-in dashboard in both themes for contrast and UI chrome.

Dashboard Header Presets

Location: /dashboard/admin/dashboard-header-presets

Build named presets for the member dashboard welcome strip (top quick links). Publishing chooses the deployment default for accounts whose header preference is Default top links. Members on a custom welcome strip keep their own order.

Performance monitoring

Location: /dashboard/admin/analytics/performance

Features

• Real-time system health metrics (CPU, memory, disk usage)
• Web Vitals tracking (LCP, FID, CLS, FCP, TTFB)
• API response time monitoring
• Service status indicators
• Performance alerts and warnings
• Historical trend charts

How to use

1. Open the Performance Monitoring dashboard
2. View real-time system metrics
3. Check Web Vitals for user experience insights
4. Review slow endpoints and performance alerts
5. Monitor trends over time using historical charts

Analytics & reporting

Available dashboards

1. Conversion analytics (/dashboard/admin/analytics/conversions): conversion funnel, engagement stats, performance by variant and source, conversion rate tracking.
2. A/B testing analytics (/dashboard/admin/analytics/ab-tests): variant comparison, statistical significance, conversion analysis, winner detection.
3. Network monitor (/dashboard/admin/analytics/network): API request patterns, usage stats, request frequency, performance metrics.
4. API costs (/dashboard/admin/api-costs): external API usage, cost analysis, billing insights.

Benefits

• Data-driven decision making
• Performance optimization insights
• Marketing effectiveness tracking
• System health monitoring
• Cost optimization

Your Data

We store only what you create: account info, reflections, goals, check-ins, chat history, and (if you use them) couples and Bible data. We use it to run the product and personalize your experience. We do not sell your data. Retention follows our Privacy Policy.

Export: From your account settings you can export all your data (JSON). Delete: You can permanently delete your account and all associated data at any time. Your data is yours.

How AI is used

NamedClearly uses AI to suggest prompts, summarize reflections, and provide personalized growth guidance. Your answers and conversations are private and are not used to train public AI models. We use industry-standard security and only use your data to improve your experience within the product. You can export or delete your data at any time from your account settings.

Is my data used to train AI? No. Your reflections, chat messages, and other content are not used to train public or third-party AI models. Your data is used only to provide you with personalized guidance within the product.

Models and providers: Different features may use different models or vendors behind the scenes; what you see can depend on your plan. This remains a growth and reflection product—not clinical care. Export and deletion options are described above and under Your Data.

For a read-only summary of where therapeutic-related aggregates live on your account (counts and flags—not full reports), open Dashboard → Settings. More detail: Therapeutic context overview.

Therapeutic context overview

Dashboard → Settings includes a short AI context card: what merged personalization is for, a link to Preferences → AI Context, and an optional training-data checkbox. It does not list database counts or show raw merged text on Settings—the merge still powers AI behind the scenes.

Partner transparency when you have an active Couples Connect link is summarized on the couples hub; category toggles and consent follow Cross-account AI context.

Maintainer documentation: docs/features/THERAPEUTIC_RECORD_ARCHITECTURE.md.

Cross-account AI context

When AI ecosystem context is enabled, small labeled summaries from a linked partner (Couples Connect) or household (Family Connect) can be merged into your AI prompts. By default, each category is allowed (donor outbound and recipient inbound) until someone turns it off in those hubs—still subject to account-level AI data sharing, admin cross-account settings, and role-aware safety rules (for example, rich child-to-adult goal or check-in summaries stay blocked even when other toggles are on).

Dashboard tools vs partner visibility:Full Safety Check reports, chat threads, and YSQ workbooks are not automatically visible on someone else's account unless you use explicit sharing flows (for example partner-shared Safety Check results or timed YSQ share links). Cross-account AI context only adds short summaries into your prompts when mutual toggles and account-level consent allow.

Configure preferences on the Couples Connect hub and Family Connect; a short summary also appears under Preferences → AI Context. Each account also needs Settings → AI context and sharing consent for cross-account previews to apply when categories allow. This is not clinical care; policy changes are audited server-side.

Adding the dashboard or an AI chat to your device home screen as a Progressive Web App (PWA) is only a local shortcut—it does not change these consent rules or expose extra chat transcripts to your partner or household. See Install the app (PWA).

Research & Evidence

NamedClearly is built on proven practices from research on relationships with God, your partner, and yourself. We integrate evidence from randomized controlled trials, meta-analyses, and decades of couple and spiritual growth research so you get one of the most evidence-grounded growth systems available.

• Relationship with God: Daily structured reflection (Examen-style) has been shown in RCTs to improve life meaning, satisfaction, and hope in as little as two weeks. Research from the Center for Bible Engagement (100,000+ people) shows that engaging Scripture four or more days per week is the strongest predictor of spiritual growth—which is why we support devotionals, Bible study, and consistent engagement.
• Relationship with your partner:Gottman's Sound Relationship House and "Love Maps" (knowing your partner's inner world) are backed by 40+ years of research. Studies show that responding to your partner's preferred ways of receiving affection (love languages) and expressing gratitude boost relationship satisfaction. We build these into couples exercises, gratitude, and conflict guidance.
• Relationship with yourself:Self-compassion is strongly linked to well-being in meta-analyses. Daily reflection and journaling improve distress, meaning, and resilience in RCTs. We support this through reflections, daily check-ins, goals, and "one small step" habits.

Our goal is to be the very best evidence-based system for integrated growth in faith, relationship, and self—backed by research, not just opinion.

Session paused (idle timeout)

If you leave the dashboard inactive for a while (no mouse, keyboard, or touch), a "Session paused" modal may appear. This is for your security so your session is not left open on a shared device.

What to do

• Extend session– Click "Extend session" to stay logged in. Your session is refreshed and the timer resets. Any activity (clicking, typing, scrolling) also resets the timer before the modal appears.
• Log out– Click "Log out" to sign out now.

If you do nothing, you will be logged out automatically after 60 seconds. The number of minutes of inactivity before the modal appears is set by the site (typically 30 minutes). On mobile, if you are on the Messages section, the idle timeout is not applied so you can read or reply without being logged out.

Troubleshooting

Common Issues

Getting Support

If you need additional help, you can:

• Use the help button (?) on any page for context-specific help
• Contact support through your account settings
• Report an issue using the "Report an Issue" button
• Check our When to Seek Help guide

Reporting Issues