Call profiles

A sales discovery call and a 1:1 with a teammate need very different help. Profiles are how you tell the Assistant 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 eight built-ins: Default, Sales discovery, 1:1 coaching, Interview, Customer support, Generic, Vendor call (for calls where you are the customer and a bank, supplier or agency is onboarding you), and Investor pitch (for pitching to VCs and angels). You can edit every one of them, built-in only means you can't delete it. The small buttons under the list are duplicate (the safe way to experiment: copy a built-in, go wild on the copy), delete, which only works on your own profiles, and import (see Share, export and import).

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 Assistant 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 Assistant 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

This card lists the documents this profile can use, with the folder each one is in. To change it, set Use for on the folder or the document on the Knowledge page: the pricing sheet belongs in sales calls and has no business in a 1:1.

The report: what it covers

Each profile decides what the report after its calls covers. A sales call's report asks about budget, who decides, timeline and objections. An interview's has a scorecard. A 1:1's is wins, blockers and what you both agreed. The Report card, under Persona & Tone, is where you shape it.

• The Report menu: the built-in's own report, the classic report (the one every profile had before), or start from another profile's report.
• Sections: each has a title and "what goes here", in your own words, and is a Paragraph, a Bullet list or a Scorecard. Move them with the arrows. Up to eight; fewer work better when a local AI writes the report.
• "Promises and next steps go here": switch it on for the section that holds promises. Parrot checks each one against the transcript, and uses them for Reminders, the follow-up email, "From your last call" and Claude's "what did I promise?".
• Coaching report: what went well and what to improve. Name the coach ("pitch coach", "interview coach") and what to focus on, or switch it off to save one AI call per meeting.

Editing anything makes it your own report, and improvements to the built-in stop reaching it. Reset to the Interview report (named after the profile) brings the built-in's report back. It asks first, and keeps yours under Saved versions. Your custom rules still apply to the report, so "always mention budget" keeps working.

Scorecards

A scorecard scores the call on criteria you list, like "Relevant experience" or "Check size". Each one gets a score from 1 to 5 and the moment in the call that shows it. No moment, no number: the row says no moment cited, or not enough evidence when the call didn't show it. Scorecards only judge what was said, never age, gender, accent, looks or other personal traits, and they never give a hire or no-hire verdict unless you add a section that asks for one. See how a scorecard looks in a report.

Share, export and import

A profile you've tuned can go to a colleague. At the top of the editor, Share… opens Mail, Messages or AirDrop, and Export… shows what the file holds before it saves a .parrotprofile file.

A profile file carries the persona, custom rules, card types, mood meters, report and the on-device only setting. It never carries your meetings, your documents, names from your calls, or any keys.

To add one, double-click the file, drop it on the profile list, or use the import button under the list. Parrot shows everything it would add or change, custom rules included, before anything happens:

• A new profile: Add profile. Add your own documents afterwards; a file never carries them.
• An update to a profile you have: Apply, Save as new profile or Discard. If you changed that profile yourself, the buttons say Use theirs, Keep both and Keep mine.

A file can switch on-device only on, never off. The same screen reviews suggestions from Claude.

Saved versions

Before an import, a suggestion or a report change is applied, Parrot saves the profile as it was. The Saved Versions card keeps the last five, and Restore… puts one back. It saves the current one first, so a restore can be undone too.

What changed in Profiles 2.0

If you used Parrot before profiles had their own reports, this is what the update did:

• Your Assistant settings (persona, custom rules, cards, mood meters, documents, on-device only) didn't change.
• Built-ins you never edited switched to their new report. Built-ins you had tuned kept the classic report and show an offer in their settings: Use it or Keep classic.
• Profiles you made yourself kept the classic report.
• Past meetings keep their reports. For a new-style report on one, use Rewrite Report.
• A backup of every profile was saved first. The screen you saw after the update, Reports can now match each call type, has Show backup in Finder; to bring one back, import it. Each profile's Saved Versions also has Before Profiles 2.0.
• The update is one way: an older version of Parrot can't open your meetings afterwards.

To switch a built-in back, pick Classic report in its Report menu.

Advanced: the card kinds

In the Advanced card, click 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 Assistant 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 Assistant 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.