Call profiles

A sales discovery call and a 1:1 with a teammate need very different help. Profiles are how you tell the Copilot which kind of call this is, and, if you go one level deeper, exactly which cards it should raise and when. You pick a profile with the chips above the record button; you shape them in Settings → Profiles.

The profile list

Parrot ships with six built-ins: Default, Sales discovery, 1:1 coaching, Interview, Customer support, and Generic. You can edit every one of them, built-in only means you can't delete it. The two small buttons under the list are duplicate (the safe way to experiment: copy a built-in, go wild on the copy) and delete, which only works on your own profiles.

The basics: who is this call with

The top of the editor is quick housekeeping: the profile's name, an icon from the grid, a one-line summary for your own memory, and "call the other party", which is simply the word the Copilot uses for them in cards, "the prospect", "the candidate", "the customer". Small thing, but cards read much more naturally when it's set.

Persona, custom rules, and general knowledge

• Persona tells the model who it is in this call. The built-ins ship with sensible ones; make it yours ("You are helping a founder sell a B2B accounting product to UK agencies") and the advice gets noticeably sharper.
• Custom rules are house rules the Copilot follows on every call with this profile, one per line. "Always confirm budget before timeline." "Never promise a delivery date." Think of it as the sticky note you'd tape to your own monitor.
• The general-knowledge toggle decides what happens when your documents don't cover a question. On, the model may answer from what it knows about the world. Off, it stays strictly inside your documents and says so when it can't answer. Strict mode never invents your prices, at the cost of more "I don't know".

Knowledge documents

Tick which of your uploaded documents this profile may use. The pricing sheet belongs in sales calls and has no business in a 1:1. Documents are added on the Knowledge page first, then tagged here.

Advanced: the card kinds

Click "Advanced — card kinds & gauges" at the bottom of the editor and the real machinery opens up. This looks like a lot, but each kind is just five decisions, and the screenshot below shows several fully open:

A kind is one type of card the Copilot can raise. The Default profile's five are a good study: Suggested answer, Open question, Blocker, Action item, Feedback. For each one you control:

• Card name: the label printed on the card. Plain English, keep it short.
• "Show this card when…": the most important field on this whole page. It's a plain-English sentence telling the model when this card deserves to exist, like "An objection or obstacle came up (price, timing, decision maker, competitor) that isn't resolved." Write it the way you'd brief a human assistant: specific beats clever. Vague triggers get you noisy cards; sharp triggers get you the right card at the right moment.
• Color and icon: how the card looks. Pick from the swatches and the icon grid; the color also tints the card's badge in the panel.
• Internal key: the kind's machine name, like blocker or action_item. It's the card's identity in saved meetings, so the rule is simple: set it once when you create a kind (lowercase, underscores, no spaces) and then leave it alone. Renaming the card name is always safe; changing the key makes old cards of that kind forget their styling.
• "Keep on screen until handled": the pinned toggle. Pinned cards stick to the top of the panel until you tick them done, which is exactly the behavior that makes blockers impossible to miss. Use it only for things that genuinely must not scroll away, one or two kinds per profile at most, or everything is urgent and nothing is.
• Priority: when space is tight, higher-priority cards win. Blocker ships at 10, everything else at 0. You rarely need to touch it.

+ Add Kind creates a new empty kind. A good test for whether a kind deserves to exist: can you finish the sentence "show this card when…" crisply? If you can't, the model can't either.

Advanced: the gauges

Below the kinds live the sentiment gauges, the small meters at the top of the Copilot panel. Each gauge is a name, a color, and an internal key, and the model scores it 0 to 100 on every pass. Sales discovery ships with "Buying temperature"; a support profile might track "Frustration". Two or three gauges is the sweet spot, they're meant to be glanceable.