Cooper AI Profile

Your Cooper AI Profile is a short brief about you that Cooper's agents read before they act for you. It says how long and how formal your emails should be, how you greet people and sign off, how an agent should introduce itself when it phones someone for you, how detailed answers in chat should be, who never to contact, and when not to call or text. Agents follow it in Chat, in background runs, on calls they place for you, and in Claude or ChatGPT when those are connected to Cooper.

The page also shows what agents remember about you: short notes that agents pick up while you work with them, such as "prefers metric units" or "Mark is the owner's rep on Maple Court". You can see where each note came from, pin it, forget it, pause learning, export everything, or delete it all. The profile is personal. Only you can open or change it.

Key conceptsCopy Anchor Link

Open your Cooper AI ProfileCopy Anchor Link

1. At the bottom of the sidebar, click your name (or your picture if the sidebar is collapsed).
2. Click Account settings.
3. Click the Cooper AI Profile tab.

The page address is /auth/profile-settings/ai-profile.

Every signed-in user has this tab. It needs no role permission, because it only ever shows your own profile. There is no admin view: nobody else in your workspace, including owners and admins, can open or change your profile from this page.

You can also manage your profile from Chat with the /profile and /memory commands. See Manage your profile from Chat.

Read the status bandCopy Anchor Link

The four boxes at the top of the page summarize your profile.

Agents only follow your profile when Profile says Active. A profile that is mid-setup, waiting for your confirmation, or switched off with /profile off shows Not set up, and agents ignore it.

Set up your profile in chatCopy Anchor Link

The quickest way to set up your profile is to let an agent ask you. Setup is two short questions and one open box, in your private chat with an agent.

Say "skip" to skip any question. Say "stop" to pause. Your answers are kept, and /profile picks up where you left off. If you don't come back for 48 hours, the setup resets to the start but your answers stay.

Set up or change your profile on this pageCopy Anchor Link

You can fill in or correct every part of your profile on this page, without using chat.

While you have unsaved changes, a box under the preview says "Unsaved changes. Agents keep working from v… until you save." Click Discard to go back to your saved answers.

To clear a choice in a row of options, such as Short, Medium or Full detail, click the option that is already selected.

Saving from this page switches a profile on if you never had one. It does not switch on a profile that is mid-setup in chat, waiting for your confirmation, or switched off with /profile off. See Troubleshooting.

Who you areCopy Anchor Link

The Who you are section ("Name, company and timezone come from your account") has two fields:

• Your role, for example "Project Manager".
• What you run, for example "Maple Court (MC-24) and the Harbor Lofts TI".

Your name, company and timezone are not typed here. Cooper takes them from your account and your workspace, so they are always up to date. To change your name, see My details.

How I write for you (email)Copy Anchor Link

The How I write for you section ("Email sent under your name") controls emails agents draft for you.

The email part of the profile is headed with the name your emails are sent as. That is the from-name of your own connected mailbox, or your account name if you have none. See Email signature.

How I answer you here (chat)Copy Anchor Link

The How I answer you here section ("Chat and search") shapes how agents answer you.

How I sound on a callCopy Anchor Link

The How I sound on a call section ("When an agent phones for you") applies when an agent places a phone call on your behalf.

• How it introduces itself: the exact opening line, for example "Hi, this is Blake — I'm an assistant calling for Dana Ruiz." The agent is told to introduce itself exactly like this.
• Pace: Unhurried (leave room for them to talk) or Brisk (to the point).
• What to say when pressed: what the agent says when the other person pushes for something it can't answer, for example "I'll have Dana confirm."
• Never promise on your behalf: things the agent must never promise, for example "a price" or "a delivery date". Type one and click Add (or press Enter). Click the × on a chip to remove it.

On a call, the agent also gets up to three short notes it remembers about the person it is calling, if you have any. To have agents place calls, your workspace needs AI calling switched on. See Phone.

In your own wordsCopy Anchor Link

The In your own words box ("Read exactly as written") is for anything that matters and has no box of its own: what to check with you first, anyone never to contact, hours not to call or text, how to sound on the phone, what to do when something is unclear. It is the last question setup asks.

• You can write up to 1,500 characters. The counter shows how many you have used.
• Agents read your text word for word, under the heading "In …'s own words".
• Only about the first 600 characters go to agents. Cooper cuts at the end of a sentence. Put the most important things first.
• Your text is kept in full on this page and in your export.

Cooper also reads the box for rules it can act on, and fills the matching fields when they are empty. Under the box, Picked up shows what it found, for example Quiet hours, Never contact, Check with you first, Call pace, Call tone, How it introduces itself, Never promise, When pressed, When unsure, Units or Currency. If it found nothing, it says "Nothing here needs enforcing — it is kept as written."

It only lifts a rule from a clear sentence, such as "Never contact Mark Ellison, he's the owner's rep" or "No calls or texts between 7pm and 6am". A field you filled in yourself always wins over the box.

What I must not doCopy Anchor Link

The What I must not do section is marked Enforced with an amber bar ("These stop a send. Everything else on this page guides one.").

Only the name and role of each never-contact person are stored. Cooper never keeps their email address or phone number here ("Name and role only — nothing else about someone else is ever stored."). Matching ignores capital letters and extra spaces, and a name shorter than 3 characters is never matched.

If your profile is active and quiet hours are empty, a banner at the top says "Quiet hours are not set. An agent can place a call or send a text on your behalf at any hour. Email is unaffected — it waits in an inbox." Click Set 7pm–6am to fill in 19:00 to 06:00, then click Save profile.

When unsureCopy Anchor Link

The When unsure section ("Anything not covered above") tells agents what to do when a request is unclear.

See what agents readCopy Anchor Link

The What agents read panel shows the exact text agents receive. The top right shows the saved version (v3) or "unsaved". The bottom shows how many of the 1,800 characters it uses. If nothing is filled in yet, it says "Nothing yet. Answer anything on the left and it appears here."

The text has sections such as Who you work for, Emails (sent as …), Calls on …'s behalf, Chat answers, Boundaries, When unsure and In …'s own words. A section with no answers is left out.

When you finish setup in chat, Cooper also drafts a few short style lines from your answers, each starting with words like "Keep", "Use" or "Never". They appear in the text under the section they belong to. You can't edit style lines in the form; change them in chat or with Edit as text. Some setup answers have no box on this page, such as the languages you use, the name you sign off with and how you write dates. They still appear in the text and are kept when you save.

If the text would be longer than 1,800 characters, Cooper shortens it in this order: boundary notes first, then style lines from the end of each list, then your own words (halved, from the end). Your answers to the fields are kept; only if the text still doesn't fit are the last lines cut.

Edit the profile as textCopy Anchor Link

You can write the text agents read yourself.

1. In the What agents read panel, click Edit as text. The Your profile editor opens ("Editing the text directly").
2. Edit the text. The counter shows how many of the 1,800 characters you have used.
3. Click Save. Cooper shows "Profile saved."

While your hand-written text is in use, the page opens in the text editor, and the text "will not be regenerated from the fields while this is on."

To go back to the form, click Back to the form. Cooper says "Save the form to regenerate from your answers." Your hand-written text stays in use until you save the form, which rebuilds the text from your answers and replaces what you wrote. Accepting a suggested change, or asking an agent to change a setting, also rebuilds the text.

The text can't be empty. It also can't contain links, prompt markup, credentials, or wording that tries to change who the agent is or override its instructions.

Review a change Cooper suggestsCopy Anchor Link

When you tell agents the same thing more than once, or state it once as a clear rule, Cooper may suggest changing your profile. For example, if you keep asking for shorter emails, it suggests setting Length to Short.

Cooper only suggests changes to email length, tone, greeting, sign-off and bullets, call pace and tone, chat detail and order, and style lines. It never suggests changes to who you are or to what you must not do. Only you can set those.

When a change is waiting, an agent sends you a chat message: "I'd like to change one line in your profile. …". The page shows a blue box, A change is waiting for you, with:

• the setting and the reason,
• What you said: your own words that led to the suggestion, with dates,
• Now and Would become: the profile text before and after.

Click Accept ("Applied to your profile.") or Reject ("Kept as it was."). You can also type /profile review, then /profile accept or /profile reject in Chat.

• Only one change waits at a time. It expires after 14 days if you don't decide.
• After you decide, Cooper won't suggest a change to the same setting for 14 days.
• After you reject the same setting twice, Cooper stops suggesting it.
• Cooper suggests at most 3 changes a week.
• Accepting rebuilds the profile from your answers. If you had written the text by hand, the hand-written text is replaced.

See what agents remember about youCopy Anchor Link

The What agents remember about you section at the bottom of the page lists the memories agents have saved about you. The header says how many there are and how many "travel with every message". If there are none yet, it says "Nothing yet — this builds up as you work".

Click All, Boundary, Preference, Correction, Style or Fact to filter the list. "Nothing of that kind." means no memory of that kind is listed.

Each row shows:

• the kind: Style, Preference, Boundary, Correction, Fact, Relationship or Commitment (boundaries and corrections are amber),
• the one-line summary, which you can click to see the full note and "From what you said: "…"", the words of yours it came from,
• the memory ID, such as m_7fq2,
• marks: "pinned", "searchable only" (not in the always-on list), and who saved it ("saved by user", "saved by agent" or "saved by extractor", which is background learning),
• Pin (or Unpin) and Forget.

The page lists your first 50 active memories, pinned ones first. Use /memory list in Chat to page through more, or Export JSON to get all of them.

Pin a memoryCopy Anchor Link

Click Pin on a memory to keep it in the always-on list for good. Pinned memories go to the top of the list, never fade, and are never archived automatically. Click Unpin to let it rank normally again. In Chat, type /memory pin m_7fq2 or /memory unpin m_7fq2.

Forget a memoryCopy Anchor Link

Cooper shows "Forgotten: …". The memory leaves the list and the always-on list right away.

A forgotten memory is archived, not erased. It stays in your export, and an agent can still find it if it searches archived memories on purpose. To erase memories completely, use Delete everything.

In Chat, type /memory forget m_7fq2, or /memory forget followed by a few words from the memory, such as /memory forget the sign-off. If the words match more than one memory, Cooper lists them and asks which one. /memory forget all asks you to confirm with /memory forget all confirm.

Correct something Cooper learned about youCopy Anchor Link

You can't edit a memory's text on this page. To correct one:

1. Tell an agent in your private chat what is actually true, for example "That's wrong — I sign off with my first name only." Agents are told to save a correction that replaces the old memory.
2. Or click Forget on the wrong memory, and tell the agent the right version.

Corrections are always placed near the top of the always-on list and never fade.

If the wrong thing is part of your profile rather than a memory, change the field on this page and click Save profile.

How Cooper learns about youCopy Anchor Link

Agents can save a memory while they talk with you. On top of that, Cooper reads back over your conversations with agents in the background and saves what the agent missed:

• after every 6 of your messages in a conversation with an agent, or about 10 minutes after the first message it hasn't read yet,
• right after a call an agent placed for you ends. Cooper reads the call's summary and the commitments made, not the full transcript.

In a group, other people's messages are read only for context. Only your own words can become memories about you. Nothing is learned from a call where the agent acted for the person being called.

Cooper only saves things that will still be true next month: your role and what you own, who you work with and how, how you like to work, and commitments with a date. It skips:

• project facts, task status, dates, prices, invoices, vendors and schedules (those are Cooper records),
• other people's private details, such as their phone number, pay, health or home life (names and roles only),
• passwords, API keys, tokens, bank or card numbers, health information, pay, home addresses, personal phone numbers, and immigration or legal status,
• one-off requests, and anything you asked it not to remember.

Phone numbers and email addresses in a memory are removed automatically, except in a boundary. When background learning saves something in your private chat with an agent, a small note appears in the thread: "Remembered 2 things about how you work — /memory list to see". This note is never shown in group chats.

Every night Cooper also tidies your memories. It merges near-duplicates, archives commitments 7 days after their date, and archives notes that were never used, are older than 30 days and have faded. It never archives pinned memories or memories you saved yourself. Corrections and boundaries never fade.

Background learning uses your workspace's AI service and has a daily limit per person. Type /profile status in Chat to see when Cooper last read back, why it last skipped, and what it has spent today and this month.

Pause or resume learningCopy Anchor Link

In the Learning panel, click Pause learning. Cooper shows "Learning paused." While learning is paused:

• Cooper doesn't read back over your conversations,
• agents can't save new memories about you ("This person has paused what agents remember about them. Nothing was saved."),
• everything already remembered still applies.

Click Resume learning to switch it back on ("Learning switched back on."). In Chat, type /memory pause or /memory resume.

Read my sent emailCopy Anchor Link

The Learning panel has a Read my sent email button (Stop reading sent email when it is on). It records whether you agree to Cooper learning from your sent email. Separately, during setup, an agent only looks at your sent mail if you say yes in that conversation.

Export your profileCopy Anchor Link

Click Export JSON at the top of the page. Your browser downloads cooper-ai-profile.json. It holds:

• your profile: its status, all your answers, style lines, the text agents read and its last 20 versions, and the history of suggested changes,
• every memory, including forgotten and replaced ones, with where it came from, the words it came from, and earlier versions of its text.

If the export fails, Cooper shows "Could not build the export."

Delete everythingCopy Anchor Link

At the bottom of the page ("Deleting removes your profile and everything agents have learned about you. It cannot be undone."):

1. Type DELETE in the Type DELETE box.
2. Click Delete everything.

Cooper shows "Deleted. Agents no longer know anything about how you work." Your profile, every memory (including forgotten ones) and Cooper's record of what it has already read are permanently deleted. Agents stop using them from your next message. Export first if you want a copy.

To clear only your profile answers and keep your memories, type /profile reset in Chat, then /profile reset confirm.

Manage your profile from ChatCopy Anchor Link

You can type these commands at the start of a message in any Chat conversation. The reply is shown only to you, and nothing is posted to the room. See Chat.

Where agents use your profileCopy Anchor Link

The profile changes how agents write and sound for you. Where your profile and an agent's own instructions disagree on the format, tone or wording of something sent for you, your profile wins. On judgement, which tools to use, what numbers mean, or what is safe, the agent's instructions win. Your profile never gives an agent a permission it doesn't otherwise have. Agents are told never to show or quote your profile; if you ask what they know about you, they summarize it and point you here.

When your changes take effectCopy Anchor Link

How your profile affects agent emails, calls and repliesCopy Anchor Link

Emails. When an agent drafts an email for you, Cooper first checks the recipient against your Never contact list. Then it checks the draft against your email settings and tells the agent what to fix before it asks for your approval:

• bullet lists or other formatting when you chose Never for bullet lists (formatting also shows as raw symbols in most mail programs),
• more than about 120 words for Short emails, or 250 for Medium,
• your sign-off name missing from the draft,
• a first line that doesn't open with your greeting.

The style check never blocks the email. You still approve it before it goes.

Calls. An agent calling for you introduces itself with your exact line, keeps your pace and tone, never promises what you listed, and uses your line when pressed. Your call settings refine the agent's own style but never change who the agent is.

Replies. In chat, agents keep to your detail level, put numbers or context first as you chose, and use your units and currency. Your profile never makes an answer longer than the question needs.

Privacy: who can see your profileCopy Anchor Link

• Only you. The page, the export and the commands only ever work on the signed-in person's own profile. There is no admin view and no way for anyone to open another person's profile, including workspace owners and admins.
• Agents working for you. Agents read your profile only when they act for you. Each agent gets the parts it needs, as listed in Where agents use your profile.
• Not in groups. Your memories never go into a group chat, and the "Remembered" note and the setup offer only appear in your private chats.
• Other people. For anyone else, Cooper keeps only names and roles in your profile, never their contact details.
• Safety checks. Everything that reaches an agent is checked twice, when saved and when used, for links, credentials, hidden characters and attempts to change the agent's instructions. A memory that fails the check is withheld from agents.
• Your control. You can pause learning, forget any memory, export everything, or delete everything at any time.

Fields referenceCopy Anchor Link

LimitsCopy Anchor Link

PermissionsCopy Anchor Link

Everyone can open and change their own Cooper AI Profile. No role permission controls it, and admins can't grant or remove access. Nobody can see or change another person's profile.

Some things the profile relies on are set up by others:

• Agents in Chat need your role to include Chat → AI Agents in Chat. See Chat.
• Calls placed by agents need AI calling switched on for your workspace. See Phone.
• Setup's style drafting and background learning use your workspace's AI service. If none is set up, setup still works with plain built-in wording, but background learning skips.
• Cooper can switch personal profiles off for a whole deployment. Chat commands then reply "Personal profiles are not switched on for this workspace yet."

Tips and best practicesCopy Anchor Link

• Set quiet hours and a never-contact list first. They are the only rules meant to stop a send rather than guide it.
• Use the fields for rules, the box for nuance. A field is exact. The box is for things like "Mrs. Ortega works nights, so never call her before 9am."
• Put the important things first in your own words. Only about the first 600 characters reach agents.
• Correct agents when they get it wrong. "Actually, I never use bullet points" becomes a correction that ranks near the top and never fades.
• Pin the few memories that matter most. Pinned memories never drop out of the always-on list.
• Read the preview before you save. What agents read is exactly what agents get.
• Prefer the form to Edit as text. Hand-written text is replaced the next time the form is saved or a change is accepted.
• Export before you delete. Delete everything can't be undone.

TroubleshootingCopy Anchor Link

For AI agentsCopy Anchor Link

Eight MCP tools work with the person's Cooper AI Profile and memories. Every tool acts only on the signed-in user's own data (the tenantOrgId and userId of the session). No parameter can name another person, so there is no role permission to check: every user can call them on themselves. None of them can read or change another user's profile, including for admins.

Which tool to useCopy Anchor Link

Cooper's own chat agents already have the profile and the always-on memory list in context under "Who you are working for" and "What you remember about them". They don't need profile_context or profile_get in a normal turn.

ToolsCopy Anchor Link

Setup with profile_answerCopy Anchor Link

Setup is three steps in order: identity, style, about. Ask one question per message and stop.

• For identity and style, pass a structured object with only the fields the person actually answered. Plain text is parsed far less reliably.
  • identity: { role, ownsSummary, languages: [...] }
  • style: { email: { length: short|medium|long, greeting, signOff, signOffName, formality: plain|friendly|formal, bullets: never|when_3plus|fine }, chat: { detail: terse|balanced|detailed, numbersFirst: true|false, units: imperial|metric, currency, dateStyle: weekday_short|iso|us } }
  • The greeting and the sign-off are different fields. "Casual, not formal" means friendly.
• For about, pass the person's message as a plain string, exactly as typed. Don't summarize, tidy or split it. Cooper stores it word for word and lifts out quiet hours, never-contact names, check-first items and call settings itself.
• "Skip" or "doesn't matter": call with source: "skipped". Never invent an answer or fill a field they didn't speak to.
• Before using sent mail for style, ask. Only on yes, look at their sent mail from the last 90 days, at most 8 threads, then call with source: "inferred" and show your guess in two lines. Never quote recipients.
• After the last answer, call profile_finish with no arguments, show the preview in full in a code block, ask "Look right? Say yes, or tell me what to change.", and wait. On yes, call profile_finish with confirm: true. Never say the profile is saved until that call returns activated: true.

profile_update fieldsCopy Anchor Link

Allowed field values: email.length, email.formality, email.greeting, email.signOff, email.signOffName, email.bullets, voice.pace, voice.formality, voice.introLine, voice.escalationRule, chat.detail, chat.numbersFirst, chat.units, chat.currency, chat.dateStyle, defaults.ambiguity, styleLines.email, styleLines.voice, styleLines.chat.

• identity.* and boundaries.* can't be set by an agent. The person sets those on the settings page or in setup.
• Use only the allowed values for choice fields: email.length short|medium|long; email.formality and voice.formality plain|friendly|formal; email.bullets never|when_3plus|fine; voice.pace unhurried|brisk; chat.detail terse|balanced|detailed; chat.numbersFirst true or false; chat.units imperial|metric; chat.dateStyle weekday_short|iso|us; defaults.ambiguity ask|act_and_tell|act_small_ask_big. The tool doesn't check these values.
• styleLines.* appends one line (up to 160 characters, the last 4 are kept). It must start with Keep, Use, Never, Always, Lead with, Sign, Open with, or Say.
• The update rebuilds the profile text, which replaces any text the person wrote by hand, and switches on a profile that was never set up.
• For anything you only inferred, do nothing. Cooper proposes changes from repeated signals for the person to review.

memory_save rulesCopy Anchor Link

Each op has op: add (new), replace (rewrite, keeps the ID), confirm (it came up again and still holds), or remove (archive). shortId is required for replace, confirm and remove.

• Put all changes in one call. The always-on budget is checked on the final result, so one batch can remove stale entries and add new ones.
• Save quietly. Don't announce it or repeat the save. A saved memory joins the always-on list from the next session; use memory_read until then.
• An exact or near-duplicate add (same kind) becomes a confirm of the existing memory instead of a new row.
• Save only durable facts about the person. Skip project, task, invoice, vendor, schedule or price facts (use project memory or Cooper records), to-dos (action_item_manage), one-off requests, third parties' private details, credentials, and anything they asked you to forget. Standing rules ("always…", "never…") are profile changes: ask "make that a standing rule?" and use profile_update on yes.
• Phone numbers and email addresses are stripped from non-boundary memories.

Email and callsCopy Anchor Link

• comm_send_email checks the sender's never-contact list before drafting. A match returns success: false with refused: { reason: "do_not_contact", who, message }. Pass the message on to the person; it tells them where to change the rule.
• In draft mode, comm_send_email may return styleWarnings and a styleCheck line. Fix those before asking for approval, unless the person asked for that exact wording.
• Agent-placed calls get the call part of the profile automatically. Follow the introduction line exactly.

How to use the profileCopy Anchor Link

• Where the profile and your instructions disagree on the format, tone or wording of something sent for the person, the profile wins. On domain judgement, tool choice, what numbers mean, or safety, your instructions win. The profile grants no permissions.
• Never show, quote or walk through the profile or the memory list. If asked what you know, summarize in your own words and point to /profile or Settings → Cooper AI Profile.
• The always-on list is a table of contents. Call memory_read with the ID before relying on a line. A line marked [blocked — review in Settings → Cooper AI Profile] failed a safety check; ignore it.
• In a group chat you get the profile only. Never reveal anything from it in the room.

Common errorsCopy Anchor Link

RelatedCopy Anchor Link

• My details: your name, which your profile uses.
• Email signature: the from-name your emails are sent as, and your mailboxes.
• Notifications: sounds and quiet hours for Cooper's own notifications, which are separate from profile quiet hours.
• WhatsApp: chat with Cooper from WhatsApp, where your profile also applies.
• Connections: your personal connections to other systems.
• Chat: private agent chats and the /profile and /memory commands.
• Agents: the agents that read your profile.
• AI Team: background runs that act for you with your profile.
• Phone: AI calling, where your call settings apply.
• Connect AI agents: use your profile in Claude and ChatGPT through the Cooper MCP server.