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#

text

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#

text

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#

text

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

Track Follow-ups#

text

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

Draft Follow-up Message#

text

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#

ScriptPurposeprep_call.pyPrepare for upcoming callcapture_fragments.pyCapture notes during callend_call.pyEnd call and generate summarycheck_followups.pyCheck pending follow-upsdraft_followup.pyDraft follow-up messagelog_call.pyLog completed callcontact_history.pyView contact conversation historycommitment_status.pyCheck commitment status