Call

Call management system. Every conversation, fully leveraged.

Critical Privacy & Safety

Data Storage (CRITICAL)

• All call data stored locally only: memory/calls/
• No call recording (unless user explicitly enables separately)
• No external CRM connected
• No sharing of conversation data
• User controls all data retention and deletion

Privacy Note

Call records contain sensitive information. All data stays local and private. You control what is captured and retained.

Data Structure

Call data stored locally:

• memory/calls/calls.json - Complete call records
• memory/calls/contacts.json - Contact history and context
• memory/calls/commitments.json - Commitments made/received
• memory/calls/followups.json - Pending follow-ups
• memory/calls/templates.json - Follow-up message templates

Core Workflows

Prepare for Call

User: "I have a call with Acme Corp in 30 minutes"
→ Use scripts/prep_call.py --contact "Acme Corp" --purpose "negotiate contract"
→ Pull previous calls, open commitments, relevant context

Capture During Call

User: "Note: They need the proposal by Friday, Sarah is decision maker, follow up on pricing"
→ Use scripts/capture_fragments.py --call-id "CALL-123" --fragments "proposal by Friday, Sarah decision maker, follow up pricing"
→ Build structured notes in real-time

End Call & Generate Summary

User: "Call is done"
→ Use scripts/end_call.py --call-id "CALL-123"
→ Generate summary: decisions, action items, commitments

Track Follow-ups

User: "What follow-ups do I owe?"
→ Use scripts/check_followups.py
→ Show all pending commitments with deadlines

Draft Follow-up Message

User: "Draft follow-up to Sarah"
→ Use scripts/draft_followup.py --contact "Sarah" --call-id "CALL-123"
→ Generate personalized follow-up email with specific references

Module Reference

• Call Preparation: See references/preparation.md
• Real-time Capture: See references/capture.md
• Commitment Tracking: See references/commitments.md
• Follow-up System: See references/followups.md
• Conversation History: See references/history.md
• Contact Intelligence: See references/contacts.md

Scripts Reference

Script	Purpose
prep_call.py	Prepare for upcoming call
capture_fragments.py	Capture notes during call
end_call.py	End call and generate summary
check_followups.py	Check pending follow-ups
draft_followup.py	Draft follow-up message
log_call.py	Log completed call
contact_history.py	View contact conversation history
commitment_status.py	Check commitment status