Important Notes

Key tips and common mechanisms when using your COCO AI employee.

Initial Setup (Required for First Use)

After adding your AI employee to a group chat, don't start asking questions right away — complete these setup steps first:

Step 1: Enable Group Chat Whitelist

Send the following message in the group by @mentioning your AI employee:

@AI-Employee Enable this group's whitelist

The AI employee will confirm that the group is activated. After that, all group members can interact normally.

Step 2: Grant Private Chat Access for Members (Optional)

If you want a specific member to be able to chat 1-on-1 with the AI employee, send in the group:

@AI-Employee Grant @member private chat access

Note: @mentioning the AI employee in group chats is not restricted by the whitelist — all group members can use it. The whitelist only controls private chat permissions.

Step 3: Choose Group Chat Mode (Optional)

Mode	Trigger	Best For	How to Enable
Standard Mode (Default)	Must @mention AI employee to get a reply	Large groups, daily discussions	Enabled by default, no action needed
Smart Group Chat Mode	AI automatically decides whether to respond	Small project groups (<10 people)	@AI-Employee and say "Enable smart group chat mode"

To enable smart group chat mode:

@AI-Employee Enable smart group chat mode

To disable:

@AI-Employee Disable smart group chat mode

Note: In smart group chat mode, the AI reads all messages in the group to determine whether a response is needed. This increases token consumption. We recommend enabling it only in core working groups.

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Send Your First Task

After completing the initial setup, @mention your AI employee in a group chat or send a direct message in private chat:

@AI-Employee Hello! Please introduce yourself and tell me what you can help me with.

The AI employee will respond based on your plan's capabilities. Once you confirm everything works, you're ready for daily use.

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Interaction Quick Reference

Scenario	How to Interact	Notes
Group chat	@AI-Employee name + message content	In default mode, must @mention to trigger a reply
Private chat	Send messages directly	Requires private chat whitelist access first
Multi-person group	@AI-Employee, reply visible to all members	AI's reply is visible to everyone in the group

Tip: Messages in group chats that don't @mention the AI employee will not be processed or replied to — it won't interfere with normal team communication.

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Long-Term Memory & SOP Storage

AI employees have long-term memory capabilities. They can remember important workflows (SOPs), preference settings, and business rules, and will continue to follow them in future conversations.

How to Store SOPs

Simply tell your AI employee what you want it to remember during a conversation:

Examples:

Please remember this workflow:
1. Check inbox for customer inquiries every morning at 9 AM
2. Organize inquiries into standard format: client name, requirements, contact info
3. Categorize by urgency: A/B/C levels
4. Level A: respond same day, B: within 48 hours, C: within one week

Please remember: Our brand color is #F5C542. All designs must use this color.

Please remember: When replying to client emails, always use this signature:
Best regards,
[Name]
[Company] | [Title]

Memory Management

Action	How
Add memory	Say "Please remember..." or "From now on, always..."
View memories	Ask "What rules have I told you?" or "List all my saved SOPs"
Modify memory	Say "Change the previous rule about XX to..."
Delete memory	Say "Forget the rule about XX"

Tip: Long-term memories persist within the same AI employee instance, even across new conversations. We recommend storing important business rules, workflows, and formatting requirements in long-term memory.

What to Store in Long-Term Memory

• Workflows (SOPs): Daily procedures, approval processes, reporting formats
• Brand guidelines: Brand colors, fonts, tone of voice, prohibited words
• Business rules: Pricing strategies, discount policies, service terms
• Communication preferences: Email formats, reply templates, language style
• Team info: Organization structure, contacts, role assignments

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Other Common Notes

Message Length Limits

Channel	Per-Message Limit	Long Message Handling
Telegram	4,096 characters	Automatically split into multiple messages
Lark/Feishu	~30,000 characters	Content auto-truncated if exceeded

File Handling

AI employees can process the following file types (requires im:resource permission):

• Documents: PDF, Word, Excel, PPT
• Images: PNG, JPG, GIF
• Text: TXT, CSV, JSON, Markdown

Note: File size should not exceed 20MB. Large files may take longer to process.

Response Times

Scenario	Expected Response Time
Simple Q&A	3-10 seconds
File processing	10-30 seconds
Complex analysis	30-60 seconds
Long document generation	1-3 minutes

Tip: If your AI employee hasn't responded for over 2 minutes, try resending your message.

Security & Privacy

• Your AI employee will not share your conversation data with other users
• Each AI employee instance's data is isolated
• Avoid sending sensitive passwords or keys in conversations
• Enterprise plans support custom data retention policies