Client Management

How to create, switch between, and configure client minds in Coppermind CMO.

What Is a Client Mind?#

A "client mind" is an isolated memory space for one client. Every memory, brief, brand voice setting, and search result is scoped to the active client mind. Nothing from one client ever appears in another client's context.

Creating a Client#

Tell Claude you want to set up a new client:

"Let's set up a new client called Acme Corp"

Coppermind creates a fresh, isolated memory space for that client and switches you into it, so anything you do next belongs to the new client.

What to have ready:

• Client name
• Website URL
• Primary contact name and role
• Business cadence (EOS quarterly with sprints, monthly, etc.)

Switching Clients#

"Switch to Bluebell"

This sets the active client mind to Bluebell. All subsequent tool calls (search, store, prep meeting, brand voice) are scoped to Bluebell until you switch again.

Confirmation stats: Every successful switch returns a one-line summary with key context:

Switched to Acme Corp. 47 memories, last meeting Mar 20, brand voice: set (850 words), EOS: Q2 2026 active.

The response includes:

• Memory count
• Last meeting date (from the meeting log)
• Brand voice status (set with word count, or "not set")
• EOS/cadence status (active quarter and sprint, or "not configured")
• Stale client mind warning if no activity in 30+ days
• Pending memory count if team sharing is active and VA submissions are awaiting review

What happens if the name doesn't match? Coppermind matches on the client's name regardless of capitalization. If it can't find a match, it lists all your existing clients so you can spot a typo.

Archived clients: If a client has been archived, switching to it tells you so. To bring an archived client back, email support@coppermind.app and the team will restore it.

Configuring a Client#

After creating a client, tell Coppermind how they plan so briefs and pacing line up with their rhythm.

If the client runs EOS (a quarterly Rocks-and-sprints framework):

"Set up EOS cadence for Acme — Q2 2026, Sprint 1, 6 sprints per quarter"

If they don't run EOS, just give the cadence in plain English:

"Configure Acme with monthly cadence"

You can also add company background any time:

"Acme is a Series B SaaS company at acme.com, 45 employees, developer-first API platform"

Setting Up a Local Folder#

Coppermind can save outputs (briefs, reports, content) to a structured folder on your machine:

"Set up a local folder for Acme at ~/Clients/Acme Corp"

This creates a Coppermind/ subfolder structure:

~/Clients/Acme Corp/Coppermind/
  Briefs/
  Content/
  Meetings/
  Reports/
  Strategy/
  Handoff/

Meeting briefs, handoff docs, and generated content land in the right subfolder automatically whenever you ask Coppermind to save an output.

Listing All Clients#

"List my clients"

Lists every client with its memory count and whether it's archived. (Coppermind's own internal scratch space stays hidden so your list shows only real clients.)

When to Use This#

Automatic Switching with Claude Projects#

If you use Claude Desktop or claude.ai with Projects, you can set up one project per client that auto-switches to the right client mind. Add "Always switch to Acme Corp in Coppermind" as the first line of the project instructions, and every new chat in that project starts in the right context.

See the full guide: Using Claude Projects with Coppermind

Key Details#

• Client names are unique. Give each client a distinct name; near-identical names (like "Acme Corp" and "acme corp") get treated as two separate clients, which splits their memory.
• The active client resets when you restart. At the start of a session, switch to the client you want by typing "Switch to Acme". Or use the Claude Projects pattern to make this automatic.