Profile AI

Profile AI organizes information about a person into categories with cited statements. It helps you review recorded context; generated text does not replace source records or the person's authored profile details.

Open the current state

1. Open your account profile, a contact, or an available Client profile.
2. Select Summary to see all active categories that apply to the person.
3. Read the category's Current state and Reviewed as of date.
4. Follow available sources or select View history for earlier reviews.

The Profile tab also shows categories that already have a summary or a generation attempt. Empty categories can therefore appear on Summary while being absent from Profile. Contact summaries require an associated Person.

Reviewed as of is the evidence cutoff, not a promise of complete or live knowledge. Possible interpretation identifies an inference. New activity may be awaiting review. A no-change result keeps the existing state; it does not mean every record was re-created or independently verified.

Older weekly reports may exist without a current state. Follow View history to read them, or use Generate now if you have write access.

Understand the sources

Reviews can use saved profile facts and bio, current Profile Documents, Reports explicitly about the person, and qualifying Notes. A Note qualifies when its About information identifies the person or linked account, or when it has no About subject and belongs to that account's personal workspace. A personal Note explicitly about someone else is not automatically included.

Selection is limited to relevant, authorized evidence; a summary is not an exhaustive reading of every file. An ordinary Library upload does not become Profile AI evidence merely because it is in Library. Later reviews can consider older standing evidence and the previous state.

Structured details can inform a review even while search indexing is pending. They remain person- or caregiver-provided facts. Summaries do not overwrite them. Identification, member, and group numbers are excluded from ordinary summary text, and card photos are not scanned for facts.

Who can use summaries

The linked account, authorized Guardians, active members of an assigned active care team, qualifying Staff or Owners of an assigned organization, and administrators have summary read and write access under those relationships. Contacts can receive separate Profile details and summaries permissions: None, View only, or Write.

Viewing permits reading summaries and history. Writing also permits generation, personal-category management, and permanent summary deletion. Organization membership alone does not grant access to every other member's profile.

Summary access does not grant access to every cited Note, Report, or document. See History and sources for restricted or changed citations. If summaries are unavailable, check the particular relationship and permission, then use Try again when offered.