Phone
Call, text and listen to voicemail from your company's Cooper phone numbers in the browser, add people to calls, record calls, and save every conversation to the right project.
Phone is Cooper's own phone system. Your company gets real business phone numbers from Cooper, and anyone allowed to use a number can make and answer calls, send and receive texts, and listen to voicemail right in the browser. Every call and text is matched to the contact in Cooper, and recorded calls can be saved to the project they were about.
Office staff use Phone as their desk phone. Project managers use it to call subcontractors and keep a record of what was agreed on each job. Admins set up the numbers, decide who can use each one, and turn on recording, texting and AI calling.
Key concepts
| Term | Meaning |
|---|---|
| Line | One of your company's Cooper phone numbers. A line can have a nickname, such as "Job site — Miami". |
| Your line / calling-from line | The line shown in the pill at the top right of the Phone page. Calls go out from it, and texts go out from it unless you pick another line. Cooper remembers your choice. |
| Line access | Each line can be limited to certain people or teams. You only see lines you are allowed to use, and only the calls, texts and voicemail on those lines. A line with nobody listed is open to everyone in the workspace. |
| Recents | The call log: incoming, outgoing and missed calls. |
| Messages | Text conversations (SMS, and MMS for photos and files). |
| Voicemail | Voicemail left on your lines, with a written transcript. |
| Contacts | Everyone in Cooper with a phone number, from your contacts and from people who have called or texted you. |
| Texting approval | US carriers must approve your business before you can send texts. Calling works before that. Until texting is approved, the Messages tab is hidden. |
| Filing | Saving a call to a project, so it becomes part of that project's record. |
| Linked caller | A phone number tied to a project. Calls with that number are filed to the project automatically. |
Open Phone
In the sidebar, open Connect and click Phone. The page opens at /connect/phone.
You see Phone only if your role includes Phone Number Management under Cooper Communications (read or write). Account owners always see it. If your company's plan does not include Phone, you see a locked screen instead.
If your company hasn't set up its phone system yet, the page says The phone system isn't set up for this organization yet. Click Set it up to open the Cooper Phone settings page (see Set up Phone for your company).
The sidebar's Phone item shows a count of everything waiting for you: unread texts, voicemail you haven't played, and calls you missed since you last opened Recents. The count disappears when nothing is waiting.
TEST MODE
If you see TEST MODE — nothing here reaches a real phone. at the top of the page, your workspace is in test mode. Calls and texts do not reach real phones.
Allow your microphone and notifications
Calling happens in your browser, so the browser needs your microphone.
Click Enable microphone
If the banner Calling needs your microphone appears at the top of the Phone page, click Enable microphone.
Allow the browser prompts
Allow the microphone when your browser asks. If the browser also asks about notifications, allow them so you get a desktop alert for incoming calls when the Cooper tab is in the background.
If the browser has blocked the microphone, Cooper tells you: click the padlock next to the web address, choose Microphone → Allow, then refresh the page.
Choose the line you call from
The pill at the top right of the Phone page shows the line you are on: a status dot, the number, and the line's name.
- A green dot means the phone is connected and ready.
- An amber dot means it is still connecting.
If you can use more than one line, click the pill and pick a line. Lines assigned to you are marked yours. Cooper saves the line as your default, so it is still selected after a refresh and in the header's quick call panel.
Picking a line at the top also filters the list to that line, so the history you are reading and the number you are calling from always match.
Filter the list by line
When you can see more than one line, a line menu appears next to the list filters on Recents, Messages and Voicemail. It shows All lines or the line you picked.
- Pick a line to see only its calls, texts or voicemail. Each line has its own color dot, which also appears on the list rows.
- Pick All lines to see everything you have access to.
- With seven or more lines, type in Find a line to search.
Cooper remembers your choice on this device. If you pick a line you can call from, the calling-from line at the top changes to match. Picking All lines leaves the calling-from line alone.
The first time you open Phone on a device, the list starts on your calling-from line rather than All lines.
Make a call
You can start a call from several places. They all use the same phone and the same call screen.
Open the keypad
Click the round green phone button at the bottom right of the Phone page, or click Open the keypad. You can also just start typing digits anywhere on the Phone page: the keypad opens with them already entered.
Enter the number
Type or click the digits. US numbers can be entered without the country code. For another country, type + on your keyboard first, then the country code and number. If the number belongs to a contact, their name appears under the number.
Call
Click Call or press Enter. Press Escape to close the keypad.
The chat bubble button next to Call opens a text conversation with the number instead, once texting is approved.
No emergency calls
Cooper Phone cannot call emergency services. Dialing 911, 112 or 933 is blocked with the message This app cannot call emergency services. Hang up and dial 911 from your phone.
International numbers can be called only when international calling is allowed for your workspace or for the line you are calling from. See Control spending and international calling.
Answer an incoming call
When someone calls a line that rings you, a card appears at the bottom right of any Cooper page (or full screen on a phone-sized screen). It shows Incoming call, the caller's name or number, the line they called (to your line), and the caller's linked project if they have one.
- Click Answer to take the call.
- Click Decline to reject it.
If the Cooper tab is in the background and notifications are allowed, a desktop notification Incoming call appears. Click it to bring Cooper to the front.
If nobody answers within the line's ring time, the caller gets voicemail or is forwarded to another phone, depending on how the line is set up.
Use the call screen
During a call, the call card shows Calling…, On call or Conference, the other person's name and number, the line the call runs on, a timer, and the caller's project when they have one.
| Control | What it does |
|---|---|
| Mute | Mutes your microphone. The tile reads Muted while on. |
| Keypad | Shows a keypad for phone menus ("press 2 for…"). Click Hide keypad to go back. |
| Record / Stop rec | Starts or stops recording the call. A red Recording pill shows while recording. Available once the call connects. |
| Note | Opens Note for this call. Type what was agreed and click Save note. The note is attached to the call. |
| Add person | Adds someone to the call. Appears once the call connects. See Add people to a call. |
| End call | The red button. Hangs up. |
| Minimise | The arrow at the top right of the card. The call keeps going and the header shows a green pill with the person's name and the timer. Click the pill to bring the card back. |
Calls follow you across Cooper. You can keep working on other pages while you talk, and the call card stays at the bottom right.
Whether calls start recording automatically depends on your workspace's recording setting. You need the Call Recordings write permission to use Record.
Add people to a call
Click Add person
During a connected call, click Add person. The card shows Add someone to this call.
Find who to add
Type in Number, contact or teammate:
- a phone number shows Call (number) — Add this number,
- matching contacts with a phone number appear under Contacts,
- matching Cooper users appear under Teammates — rings their Cooper app.
Pick them
Click the person or number, or press Enter to call a typed number. Cooper shows Calling (name)… and the call becomes a Conference.
The call card lists everyone on the call with their state: Calling…, Ringing…, On the call, Left, Busy, No answer, Could not connect or Cancelled. If you started the call, you can remove someone with the remove button next to their name.
A call has a maximum number of people. When it is full, the card says This call already has N people — the most a call can hold.
Save a call to a project
When a call ends, Cooper may show a panel at the bottom right asking where the conversation belongs.
- If Cooper already filed it, you see ✓ Saved In (project). Click Change to move it.
- If the caller is linked to a project, the panel says so and saves there unless you click Change project.
- If the caller isn't linked, pick a project from the list (type in Search projects… to find one).
Then choose:
| Button | What it does |
|---|---|
| Continue | Saves this conversation to the project. The next call with this number asks again. |
| Save & link this caller | Saves this conversation and links the caller's number to the project, so future calls file themselves. |
| Not project related | Leaves the call out of project memory. |
| Skip | Only for calls that weren't recorded. Drops the call without saving. |
If the call wasn't recorded, the panel asks This call wasn't recorded — what was discussed? Write a few lines before saving; the note is the only record of the call.
Calls Cooper couldn't place on its own wait in Settings → Cooper Phone → Unfiled calls. Click Choose project, pick one, and click Continue or Save & link this caller, or click Not related. Filing one teaches Cooper that caller for next time.
Link a caller to a project
Linking a phone number to a project files every call and voicemail with that number to the project, including the ones already in your history.
Open the person
Open the person on any tab. Under their name, click + Link to project. If they are already linked, the project name is shown instead; click it to change.
Pick the project
Search for and pick the project, then click Link (or Change). Click Unlink to remove the link.
Review your calls (Recents)
The Recents tab is your call log. People are grouped by day (Today, Yesterday, then dates). Each row shows the person, an arrow for incoming or outgoing (or a voicemail icon), and the time. Missed calls are red. Several calls of the same kind in a row show as one row with a count, for example (3).
Use the filters above the list:
- All, Missed or Recorded — each shows how many rows match.
- Search calls — search by name, number or the row's text.
Click a person to see your full call history with them on the right. Each call shows:
- Incoming call, Outgoing call, Conference call or Missed call,
- how long it lasted, Recorded if it was recorded, or what happened (No answer, Busy, Failed, Cancelled, Went to voicemail, Not answered, Left a voicemail),
- which line it was on, when you have several lines,
- a player for the recording, when there is one and you may play recordings,
- the transcript, an AI summary, and Filed to (project) when available.
A call that was recorded in more than one piece shows the extra parts under Later in the call or After people were added.
Opening Recents clears the missed-call count in the sidebar.
Play a recording
Click the play button on the call or voicemail. Drag along the waveform, or use the left and right arrow keys, to skip 5 seconds at a time.
You need the Call Recordings read permission to play recordings. Recordings are deleted after the retention period your admin sets.
Listen to voicemail
Open the Voicemail tab
Click Voicemail. The tab shows how many voicemails you haven't played. Click Unheard to see only those.
Open the person
Click a person to see their voicemails, each with a player and the written transcript. Opening a person on the Voicemail tab marks their voicemails as heard. On Recents, a voicemail is marked heard when you press play.
"Heard" is remembered in this browser. On another computer or browser, the same voicemails show as unheard again.
Delete a voicemail
Hover over the voicemail and click the trash button (Delete this voicemail). Confirm the message Delete this voicemail? The audio and its written transcript go too — this cannot be undone.
You need the Inbox & History delete permission to delete voicemail.
Send and read texts (Messages)
The Messages tab is your text inbox. It appears once carriers have approved your business for texting. Rows show the person, their last text, and a blue count of unread texts. Use All or Unread and Search messages to narrow the list.
Start a new text
Click the pencil button (New text) next to the search box. In New text, search your contacts, or type a number (for example 305… or +92…) and click Text (number) — Goes straight to the number — no contact needed.
Check the From line
Above the message box, From shows the line the text goes out on. If you can text from more than one line, click it to choose another.
Write and send
Type in the box and press Enter to send. Press Shift+Enter for a new line. You can also click the send button.
Opening a conversation on the Messages tab marks its texts as read, on every device you use. Looking someone up on Recents or Contacts does not.
Each person keeps their own draft, so half a text typed to one person never follows you to another conversation.
Which line a text goes out from
Cooper picks the From line in this order:
- the line you picked in this conversation,
- your calling-from line at the top of the page,
- the line this conversation last used,
- your own line.
Changing the calling-from line at the top changes From in every conversation at once. If a contact is used to texting a different number of yours, replying from another line starts a new thread on their phone.
Delivery status
Under your latest text you see its status: Sending…, Sent, Delivered, Partly delivered, Read, Not delivered, Failed, Cancelled or Blocked. Sent means the carrier accepted it; only Delivered means it reached the phone. Failed texts are marked in red; hover over the time to see why.
Send photos and files by text
Attach
Click the paperclip (Attach a photo or file) and choose Upload from this device or Choose from media library. You can also drag a file onto the message box or paste a screenshot into it.
Wait for the upload
Attachments appear above the message box. Send waits until every upload finishes. If one fails, retry or remove it.
Send
Add words if you like and send. A text can carry attachments with no words.
| Limit | Value |
|---|---|
| Attachments per text | Up to 10 |
| Total size | 5 MB per text |
| File types | Photos (JPG, PNG, GIF), PDFs, short MP4 videos, audio clips and contact cards |
| Where | Only to US and Canadian (+1) numbers |
Photos people text you show as Receiving photo… for a few seconds while Cooper saves them, then appear in the conversation. Click a photo to open it.
Look someone up (Contacts)
The Contacts tab lists everyone with a phone number, A to Z. Type in Search contacts to search all your contacts by name, email or phone, not just the ones shown.
Click a person to open their contact card: name, title and company, number, and their linked project. Use Call, Message or Block. Under Activity, click Calls, Messages or Voicemail to jump to that tab with the person open.
To add or edit a contact, use Humans.
Block a caller
Click Block
Open the person and click the crossed-out phone button (Block this caller), or click Block on their contact card.
Confirm
Confirm Block (number)? Their calls to your numbers will get a busy tone. Cooper adds the number to the block list of every active line.
To unblock a number, an admin removes it from Blocked callers on each line in Settings → Cooper Phone → My numbers.
Use Phone in more than one tab
Only one browser tab can hold the phone at a time. If you open Phone in a second tab, the keypad says Phone is active in another tab — use it here, and the quick call panel says The phone is active in another tab. Click use it here (or Use the phone here) to move the phone to the tab you are in.
Set up Phone for your company (admins)
Phone is set up and managed in Settings → Cooper Phone (/settings/cooper-phone). You can also open it from the gear button (Phone settings) at the top right of the Phone page.
Start setup
On Get a business phone line, review the prices shown and click Start setup. Calling works as soon as you have a number.
Get a number
In Get a number, search by Area code (and optionally digits or a word, such as COOPER, with Match to), then buy the number. Number rent is charged to the card on file.
Set up texting
Click Set up texting and fill in your business details. Carriers must approve them before texting works. Track progress on Overview → Texting approval. Once approved it says Texting is live, and the Messages tab appears for everyone.
The Cooper Phone settings page has these sections:
| Section | What it is for |
|---|---|
| Overview | Spending this month, a spending chart, texting approval progress, and billing history. |
| My numbers | Every number, who can use it and who it rings. Click a number to change its settings. Removed numbers can be restored from Recently removed for 10 days. |
| Unfiled calls | Recorded calls Cooper couldn't match to a project. |
| Get a number | Search for and buy a number. |
| Bring your number | Move an existing number to Cooper. Shown only when porting is turned on for your workspace. |
| Pricing | The rates you are charged. Rates are set by Cooper. |
| Settings | Card on file, workspace spending limits, international calling, call recording and AI calling. |
Set up a number (admins)
In My numbers, click a number to open its settings. Changes take effect on the next call after you click Save changes.
| Setting | Tab | What it does |
|---|---|---|
| Nickname | Top of the panel | A name for the line, shown to everyone, such as "Job site — Miami". |
| Who can use this number | Calls & voicemail | People and teams who may call and text from the line and see its history. Leave it empty to open the line to everyone (Cooper asks you to confirm Open to everyone). |
| Who it rings | Calls & voicemail | One person, or everyone at once. If nobody is assigned, every caller goes straight to voicemail. |
| Ring the browser for | Calls & voicemail | 10, 15, 20, 30 or 45 seconds before the no-answer rule applies. |
| Project this line belongs to | Calls & voicemail | For a line dedicated to one job. Every recorded call on the line is saved to that project. Leave empty for a general line. |
| When nobody answers | Calls & voicemail | Take a voicemail (audio and a transcript land in Phone) or Forward to another phone (enter the number in Forward to; forwarded minutes are billed as normal minutes). |
| Voicemail greeting | Calls & voicemail | The greeting, typed here and spoken to callers. Leave empty for the standard greeting. |
| This number's spending limits | Usage & limits | Per day and Per month limits. Calls and texts from the number pause at the limit. |
| Notifications | Advanced | Email me when a call is missed. |
| International calling | Advanced | Use workspace setting, Always allowed or Never allowed for this number. |
| Blocked callers | Advanced | Numbers that hear a busy tone when they call. |
| Remove this number | Advanced | Stops the monthly charge and the number stops ringing immediately. |
Control spending and international calling (admins)
In Settings → Cooper Phone → Settings:
- Workspace spending limits — Per day and Per month. Calls and texts pause once spending reaches them. Each number can have its own limits too.
- International calling — turn on Allow international calling. It is off by default so a mis-dial abroad can't surprise your bill. Changing it needs the International Calling permission.
Turn on call recording (admins)
Switch it on
In Settings → Cooper Phone → Settings, turn on Call recording. The switch saves immediately.
Set the announcement and retention
Edit Announcement played to the other party and Keep recordings for (days), then click Save announcement and retention.
Recording is off by default. The other party always hears the announcement, and it must contain the word "recorded". The default announcement is "Just so you know, this call is being recorded to keep an accurate project record. Thanks!" Recordings are deleted after the retention period (365 days unless you change it).
Turn on AI calling (admins)
AI calling lets Cooper's AI agents phone contacts and vendors on your behalf. The agent dials from one of your numbers, delivers the message, and posts back what the person said. It always says it is an assistant, it can only call people already in your CRM, and it cannot agree to prices or change anything in Cooper on a call.
Switch it on
In Settings → Cooper Phone → Settings, turn on AI calling. The switch saves immediately.
Set the voice and limits
Choose a Default voice, set Longest a single call may run (minutes) and Most AI calls per day, and choose whether to Leave a voicemail when nobody answers. Click Save voice and limits.
AI calls cost more
AI calls are charged per minute on top of the normal call rate and appear as AI calling on your bill. The agent shows the estimated cost before placing any call.
| Setting | What it means |
|---|---|
| Default voice | The voice the agent speaks in. The badge says Your ElevenLabs account if your workspace has connected its own ElevenLabs key (billed there), or Supplied by Twilio otherwise. An agent with its own voice overrides this. |
| Longest a single call may run (minutes) | 1 to 30. The call is cut off at this length. Default 10. |
| Most AI calls per day | Resets at midnight UTC. 0 removes the limit. Default 25. |
| Leave a voicemail when nobody answers | On: the message is left and reported back as "not reached" (the call is still charged). Off: the agent hangs up and reports that nobody answered. |
You see the AI calling card only if your role has the AI Voice Agent read permission.
Fields reference
New text
| Field | Required | What it means |
|---|---|---|
| Search contacts — or type a number | Yes | A contact with a phone number, or any phone number. |
Text composer
| Field | Required | What it means |
|---|---|---|
| From | Yes (filled in) | The line the text is sent from. |
| Message box | Yes, unless you attach a file | The text. |
| Attachments | No | Up to 10 photos or files, 5 MB in total, to +1 numbers only. |
Note for this call
| Field | Required | What it means |
|---|---|---|
| What was agreed? | Yes | A note attached to the live call. |
Call recording
| Field | Required | What it means |
|---|---|---|
| Call recording switch | — | Records calls in this workspace. Off by default. |
| Announcement played to the other party | Yes, when on | Must contain the word "recorded". |
| Keep recordings for (days) | Yes, when on | At least 1. Default 365. |
Permissions
Phone permissions live under Cooper Communications in Settings → Roles.
| Permission | Read | Write | Delete |
|---|---|---|---|
| Phone Number Management | Open Phone and Cooper Phone settings; see numbers. | Buy, set up and remove numbers; set up texting; change spending limits and the card. | — |
| Inbox & History | See calls, texts, voicemail, contacts and filing. | Send texts, add call notes, file calls, link callers to projects. | Delete voicemail. |
| Calling | See who is on a conference call (Inbox & History read also allows this). Used by AI agents to read call history. | Add or remove people on a call (Inbox & History write also allows this). Required for AI calls. | — |
| Text Messaging | Used by AI agents to read texts and lines. | Used by AI agents to send texts. | — |
| Call Recordings | Play recordings. | Use Record / Stop rec during a call. | — |
| Call Routing & Business Hours | — | Change the call recording settings. | — |
| AI Voice Agent | See AI calling settings and AI call results. | Change AI calling settings; let agents place AI calls. | — |
| International Calling | — | Turn international calling on or off. | — |
On top of the role, each line can be limited to certain people or teams. You only see and use the lines you have access to. Account owners have every permission.
Tips and best practices
- Give every line a nickname so people can tell "Main office" from "Job site — Miami" in the line pill and the line filter.
- Link regular callers (a superintendent, a supplier) to their project with + Link to project so their calls file themselves.
- Set Project this line belongs to only for a line used for one job. Pinning the main office line buries every unrelated call in that project.
- Keep Unfiled calls empty. A growing list means a caller or a line wants linking to a project.
- Use Note during calls that aren't recorded. Without a recording, the note is the only record.
- Check Delivered, not Sent, when you need to know a text reached the phone.
Troubleshooting
Your role needs Phone Number Management (read) under Cooper Communications, or your company's plan doesn't include Phone. Ask an admin to update your role in Settings → Roles.
Your company hasn't started Phone yet. An admin clicks Set it up, then Start setup in Settings → Cooper Phone.
Texting isn't approved yet. The Messages tab appears once carriers approve your business. An admin can check progress in Settings → Cooper Phone → Overview → Texting approval. Calling works in the meantime.
The number isn't complete yet (it needs 8 to 15 digits with the country code), the phone is still connecting (Connecting phone…), the phone is active in another tab, or your workspace has no number (No phone number yet — get one in Phone settings.).
The phone is still connecting. Check your internet connection. If Cooper says Cooper Phone lost its connection and is trying to reconnect, incoming calls may not ring until it reconnects; refresh the page if it doesn't recover.
Your microphone is blocked. Click Enable microphone in the banner, or click the padlock next to the web address → Microphone → Allow, then refresh.
The call did not go through. The number was busy, rejected the call, or is not in service. Check the number and try again. International numbers also need international calling allowed for your workspace or line, and calls pause when a spending limit is reached.
You only see lines you have access to. Ask an admin to add you under Who can use this number on that line. Also check the line menu above the list; pick All lines or click Show all lines.
You need the Call Recordings read permission, and the recording must still be within the retention period. If your browser blocked playback, press play again.
Photos and files can only be texted to US and Canadian numbers, up to 10 attachments and 5 MB per text, as JPG, PNG or GIF photos, PDFs, short MP4 videos, audio clips or contact cards.
Blocked means the text was stopped before sending, for example because the person opted out of texts. Failed or Not delivered means the carrier couldn't deliver it; hover over the time under the text to see the reason.
Heard voicemail is remembered per browser. Open the voicemail on that computer to clear it.
The list says why: No missed calls., No unheard voicemail. and similar mean a filter is on (click Show all); Nothing on (line) yet. means a line filter is on (click Show all lines).
For AI agents
The CooperBuild MCP server has these Phone tools. They respect the same line access as the Phone page: a user only reaches lines they may use.
| Tool | What it does | Key parameters |
|---|---|---|
comm_phone_lines | Phone status for the workspace and the lines the current user may use: number, nickname, assignment, capabilities. textingActive: false means texting isn't approved yet. Use this first. | none |
comm_list_sms_conversations | The text inbox: one row per person, newest first, with last message, unread count, line and matched contact. | limit (default 50, max 200), phoneNumberId |
comm_get_sms_thread | The full text conversation with one person, oldest first, with delivery status and line. | humanId or phone (E.164), limit (default 200) |
comm_send_sms | Text one existing contact. Preview first (confirm: false), show the user, then send with confirm: true. | humanId (never a raw number), body (max 1600 characters), phoneNumberId, useAlternatePhone, confirm |
comm_sms_status | The current delivery status of texts you sent. "sent" means the carrier took it; only "delivered" means it reached the phone. | twilioSid (returned by comm_send_sms) or humanId, limit |
comm_call_history | Calls, voicemail and call notes, newest first, with direction, duration, status, transcript, AI summary, filed project and contact. Recordings are not downloadable; send the user to the Phone page to play them. | limit (max 200), phoneNumberId, types (call, voicemail, note), humanId |
comm_place_agent_call | Have the AI phone a contact or vendor, deliver a message or ask a question, and report back. Preview first, quote the cost, then confirm: true. Returns as soon as the phone rings; the summary is posted when the call ends. | humanId or externalOrgId, objective, context, projectId, phoneNumberId, maxMinutes (1–30), confirm |
comm_agent_call_status | State of an AI call: dialing, in_progress, wrapping_up, completed or failed. Don't poll it in a loop. | sessionId or callSid, includeTranscript |
comm_call | Does not dial. initiate returns a click-to-call link for a person; log records a call that already happened. | action (initiate, log), contactId or contactPhone + contactName, callOutcome, callNotes |
Rules for agents:
- Texting and AI calling are limited to people and companies that exist in Cooper. Resolve names with
search_humansorsearch_external_orgsfirst; never pass a raw phone number tocomm_send_smsorcomm_place_agent_call. - Always preview, show the preview to the user, and wait for agreement before
confirm: true. A sent text or a placed call cannot be undone. - There is no bulk texting. Requests like "text these 200 leads" belong in GTM.
- If
comm_send_smspreviewsalsoReachableInApp, the recipient is a Cooper user; ask whether to use Chat (chat_send) instead. - To actually phone someone with the AI, use
comm_place_agent_call, nevercomm_call.
Common refusals and what to do:
| Code | Meaning | Fix |
|---|---|---|
PHONE_NOT_SET_UP | The workspace has no phone system. | An admin sets it up in Settings → Cooper Phone. |
TEXTING_NOT_ACTIVE | Texting isn't approved yet. | Tell the user; calling still works. |
RECIPIENT_OPTED_OUT, RECIPIENT_SUPPRESSED | The person can't be texted (they texted STOP, or they are on your company's suppression list). | Report it; don't retry another way. A STOP is lifted only when the person texts START. |
COMMS_NO_SEND_LINE, COMMS_LINE_NOT_FOUND, COMMS_LINE_FORBIDDEN | No line to send from, the line doesn't exist, or the user may not use it. | Call comm_phone_lines and pick a line the user has access to. |
NO_PHONE | The contact has no phone number. | Add a number to the contact in Humans. |
AGENT_CALLING_DISABLED | AI calling is off. | An admin turns on AI calling in Cooper Phone settings. |
AGENT_CALL_DAILY_CAP | The daily AI call limit is reached. | Wait until midnight UTC or raise Most AI calls per day. |
CALL_BLOCKED_SPEND_CAP | A spending limit is reached. | An admin raises the workspace or number limit. |
CALL_BLOCKED_INTERNATIONAL | International calling isn't allowed. | An admin allows it for the workspace or the line. |
Permissions: text tools need Text Messaging, call history needs Calling, and AI calls need AI Voice Agent plus Calling write. A missing permission comes back as a refusal; tell the user to ask an admin.
Related
Meetings
Schedule or start video and audio meetings with your team and outside guests, let people in, and turn the automatic write-up into decisions and project tasks.
Connect settings
Connect settings are the lookup lists behind Connect, such as organization types, relationship types, relationship categories, industries, industry subcategories and skill categories. Use them to control the choices people see when they classify organizations, humans and AI skills.