Connect
Connect is where Cooper keeps the people and companies you work with, and every channel you use to talk to them — email, mail, chat, meetings and phone — tied back to your projects.
Connect holds everyone your company works with, and every way you talk to them. Your teammates, clients, vendors and subcontractors live here as humans and organizations. Your conversations with them, whether email, chat, meetings, phone calls or texts, are linked back to those records and to the projects they are about. Cooper's AI reads those conversations and turns the requests in them into action items, so nothing that someone asked for is lost.
Open Connect in the left sidebar to see its pages. Which pages you see depends on your role. See each page's Permissions section.
People and companies
Humans
The people directory: teammates, client and vendor contacts, and leads, with each person's full history.
Organizations
The external companies you work with: clients, vendors, subcontractors, suppliers and partners.
Teams
Named groups of people and organizations, used to assign work, share files and invite people in bulk.
Action items
What somebody still owes, picked up automatically from your conversations or added by hand.
Map
Where your clocked-in team members are right now, and the path they took during a work session.
Communication
Inbox
Your own Gmail or Outlook mailbox inside Cooper, linked to projects, tasks and people.
The company register of letters, packages and notices, each with an owner and a due date.
Chat
One-to-one and group messaging with your team, with files, calls and Cooper's AI agents.
Meetings
Video and audio meetings with your team and outside guests, with automatic write-ups.
Phone
Calls, texts and voicemail on your company's Cooper phone numbers, saved to the right project.
Administration
Inbox or Mail?
These two are easy to mix up:
| Inbox | ||
|---|---|---|
| What it holds | Email from your own connected Gmail or Outlook mailbox | A company-wide register of letters, packages and notices, logged by hand |
| Who sees it | Only you | Everyone with Mail access |
| Use it to | Read, send and reply to email | Make sure every incoming item has an owner and gets dealt with |
See Inbox and Mail for details.
How Connect fits together
- A human usually belongs to an organization. Open either record to see the other.
- Emails, chats, calls, texts and meetings with a human show up on that human's timeline, and can be linked to a project.
- Requests that come up in those conversations become action items, assigned to whoever owes them.
- Teams group humans and organizations so you can assign work, share files or invite people all at once.
For AI agents
Agents connected through the Cooper MCP server can work with every part of Connect. Each page's For AI agents section lists the tools for that feature. The most common starting points are search_humans, search_external_orgs and action_item_browse. See Use the docs with AI to connect an AI app.