Call
Call management system. Every conversation, fully leveraged.
Critical Privacy & Safety
Data Storage (CRITICAL)
- - All call data stored locally only: INLINECODE0
- 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 - INLINECODE2 - Contact history and context
- INLINECODE3 - Commitments made/received
- INLINECODE4 - Pending follow-ups
- INLINECODE5 - Follow-up message templates
Core Workflows
Prepare for Call
CODEBLOCK0
Capture During Call
CODEBLOCK1
End Call & Generate Summary
CODEBLOCK2
Track Follow-ups
CODEBLOCK3
Draft Follow-up Message
CODEBLOCK4
Module Reference
Scripts Reference
| Script | Purpose |
|---|
| INLINECODE6 | Prepare for upcoming call |
| INLINECODE7 |
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 |
通话
通话管理系统。每一次对话,充分利用。
关键隐私与安全
数据存储(关键)
- - 所有通话数据仅本地存储:memory/calls/
- 不进行通话录音(除非用户明确单独启用)
- 未连接外部CRM
- 不共享对话数据
- 用户控制所有数据的保留与删除
隐私说明
通话记录包含敏感信息。所有数据保持本地和私密。您控制捕获和保留的内容。
数据结构
通话数据本地存储:
- - memory/calls/calls.json - 完整通话记录
- memory/calls/contacts.json - 联系人历史与上下文
- memory/calls/commitments.json - 已做出/收到的承诺
- memory/calls/followups.json - 待办跟进事项
- memory/calls/templates.json - 跟进消息模板
核心工作流程
通话准备
用户:我30分钟后与Acme Corp有个通话
→ 使用 scripts/prep_call.py --contact Acme Corp --purpose 谈判合同
→ 提取之前的通话、未结承诺、相关上下文
通话中记录
用户:注意:他们需要在周五前拿到方案,Sarah是决策者,跟进定价事宜
→ 使用 scripts/capture_fragments.py --call-id CALL-123 --fragments 周五前方案,Sarah决策者,跟进定价
→ 实时构建结构化笔记
结束通话并生成摘要
用户:通话结束
→ 使用 scripts/end_call.py --call-id CALL-123
→ 生成摘要:决策、行动项、承诺
跟踪跟进事项
用户:我有哪些待办跟进?
→ 使用 scripts/check_followups.py
→ 显示所有带截止日期的待办承诺
起草跟进消息
用户:给Sarah起草跟进消息
→ 使用 scripts/draft_followup.py --contact Sarah --call-id CALL-123
→ 生成包含具体引用的个性化跟进邮件
模块参考
脚本参考
| 脚本 | 用途 |
|---|
| prepcall.py | 准备即将到来的通话 |
| capturefragments.py |
通话中记录笔记 |
| end_call.py | 结束通话并生成摘要 |
| check_followups.py | 检查待办跟进事项 |
| draft_followup.py | 起草跟进消息 |
| log_call.py | 记录已完成的通话 |
| contact_history.py | 查看联系人对话历史 |
| commitment_status.py | 检查承诺状态 |