- name
- call
- description
- Call management system with preparation, real-time capture, and follow-up tracking. Use when user mentions phone calls, meetings, conversations, commitments made, or follow-ups needed. Prepares for calls, captures key points and decisions in real-time, tracks action items and commitments, drafts follow-ups, and builds conversation history. All data stored locally.
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 recordsmemory/calls/contacts.json- Contact history and contextmemory/calls/commitments.json- Commitments made/receivedmemory/calls/followups.json- Pending follow-upsmemory/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 contextCapture 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-timeEnd Call & Generate Summary
User: "Call is done"
→ Use scripts/end_call.py --call-id "CALL-123"
→ Generate summary: decisions, action items, commitmentsTrack Follow-ups
User: "What follow-ups do I owe?"
→ Use scripts/check_followups.py
→ Show all pending commitments with deadlinesDraft 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 referencesModule 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 |