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Summary:Learn how to mark any portion of a transcript summary as confidential within Prevail.AI to maintain privacy and compliance.Content:Marking Sections as Confidential in SummariesTo mark porti...

Summary:Export transcript summaries from Prevail.AI in the format you need, for further review, sharing, or printing.Content:How to Export a Transcript SummaryTo export a transcript summary: Open ...

You can use our Knowledge Capture app to leverage your team’s collective knowledge. Using the app, agents can: Search the Help Center without leaving the ticket Insert links to relevant Help C...

You can modify the look and feel of your Help Center by changing colors and fonts. See Branding your Help Center to learn how. You can also change the design of your Help Center. If you're comfort...

This FAQ is a section in the General category of your help center knowledge base. We created this category and a few common sections to help you get started with your Help Center. The knowledge ba...

If you have configured your Help Center to support multiple languages, you can publish content in your supported languages. Here's the workflow for localizing your Help Center content into other ...

You're looking at your new Help Center. We populated it with placeholder content to help you get started. Feel free to edit or delete this content. The Help Center is designed to provide a complet...

Headway is required to collect W-9 forms from all providers on our platform. This form provides the legal name, address, and taxpayer identification number (TIN)(either Social Security Number (SSN)...

Each individual plan works differently — you can find your detailed benefits in your account. Here’s a rundown of some of the common terms you’ll see explaining your benefits: Deductible A deducti...

Scheduling your first session Each provider has their own preference for how to start treating new clients. Some prefer to start with a ~15 minute introductory phone call (phone consultation), whil...