Call Summarizer

Call Summarizer

Use this skill after a CALL-E call has completed and the agent needs to turn the returned transcript into a compact, actionable post-call record.

call-summarizer is a post-call analysis skill. It takes a CALL-E call result that already contains a transcript, runs locally with no additional phone calls and no network access, and emits a single structured brief: a one-line outcome, a masked summary of the conversation, the action items with owners and due dates, the caller sentiment, and a redacted caller fingerprint for dedup.

It is a good fit for CALL-E's design: the hard part (the call) is already done, and the remaining work (turning a long transcript into something an agent can act on) is pure text analysis that should not require a second provider or a paid summarization API.

When To Use

Use this skill for:

• turning a completed CALL-E call transcript into a one-page post-call brief
• extracting action items with owners and due dates from a call
• surfacing caller sentiment so a follow-up can be triaged correctly
• producing a masked summary that is safe to log, store, or hand to a human
• building a redacted caller fingerprint for de-duplicating repeat callers
• any workflow where the call is done and the record is the deliverable

When Not To Use

Do not use this skill to:

• place, schedule, or cancel a phone call; it only reads transcripts
• summarize a call that has no transcript; it will abstain instead of inventing one
• act on the action items; it reports them, the operator decides whether to execute
• store PII; every output is masked and the fingerprint is one-way hashed
• replace a human review for medical, legal, financial, or emergency content
• run during the call; it is strictly post-call and never affects call behavior

Workflow

1. Collect the call result

Required: a CALL-E call result containing a transcript field (the full dialogue turns between the agent and the callee). The transcript may be plain text or a list of turns; both are handled.

Confirm with the operator that this transcript belongs to a call they authorized and that they want a post-call brief generated. Never run this skill on a transcript whose origin is unknown.

2. Generate the brief locally

Run scripts/summarize_call.py on the transcript. By default it reads from a file path and prints the brief to stdout; it makes no network calls and places no calls.

python3 scripts/summarize_call.py --transcript path/to/transcript.json --out brief.json

The script performs:

1. Outcome line: a single sentence stating the call result (confirmed, declined, rescheduled, no-answer, voicemail, unknown) using only words that appear in the transcript. The outcome is bound to the callee's latest effective response (agent text never counts as a confirmation), and any contradictory intent — across utterances or within a single utterance (e.g. "Yes, I can't make it") — fails closed to unknown.
2. Masked summary: a short prose summary with phone numbers, emails, account identifiers, and title-prefixed or cue-introduced personal names replaced by masked tokens. The brief sets masked: "partial" with a masking_scope field documenting exactly which PII classes are tokenized; ordinary personal names without an introduction cue are NOT redacted (the skill uses no NER model and the contract is honest about this boundary).
3. Action items: each commitment, follow-up, or next step extracted with an owner (the party who said they would do it), a verb, and an optional due date parsed from natural-language time references. Ambiguous items keep owner: unknown rather than guessing.
4. Sentiment: a coarse label (positive, neutral, negative, mixed) with a short justification span from the transcript. It never reports a sentiment the transcript does not support.
5. Caller fingerprint: a one-way hash of a stable caller identity input (the masked caller phone number, or an explicit caller_id field if provided). The call_id is deliberately excluded so the same caller produces the same fingerprint across calls, enabling de-duplication without storing PII.

3. Validate the brief

Run scripts/validate_brief.py to confirm the brief is well-formed before any downstream system consumes it. It checks that every action item has an owner, that masking has no residual raw phone numbers, emails, account identifiers, or personal names, and that the outcome line is non-empty and grounded in the transcript.

4. Review or route

Return the brief to the operator or the calling agent. The skill does not execute any action item; it only reports them. Routing decisions (escalate, follow up, close the ticket) stay with the operator or the host agent.

Output Schema

The brief is a single JSON object:

{
  "outcome": "Appointment confirmed for Tuesday 10:00.",
  "summary": "The callee confirmed the appointment and asked for a reminder the day before.",
  "actions": [
    {
      "owner": "agent",
      "verb": "send reminder",
      "due": "2026-09-15",
      "source_span": "I will send a reminder the day before."
    }
  ],
  "sentiment": {
    "label": "positive",
    "justification": "Callee confirmed without hesitation."
  },
  "caller_fingerprint": "sha256:9f2c...",
  "masked": "partial",
  "masking_scope": "phone_numbers emails account_ids title_prefixed_names cue_introduced_names",
  "masking_note": "Structured PII and cued personal names are tokenized. Ordinary uncued names are NOT redacted."
}

Safety Rules

Read references/safety.md for the full safety contract.

• This skill never places a call and never modifies call state.
• Every output is partially masked: phone numbers, emails, account IDs, and cued personal names are tokenized. The masked field is "partial" with a masking_scope documenting the boundary; ordinary uncued names are NOT redacted (no NER model).
• The caller fingerprint is a one-way hash; the raw identity is never stored.
• Action items are reported, not executed. Medical, legal, financial, and emergency commitments are flagged as category: sensitive and routed to a human rather than auto-dispatched.
• If the transcript is empty, garbled, or does not support an outcome, the skill abstains with outcome: unknown and an empty actions list. It never invents a plausible outcome.
• No PII leaves the local process. There is no network call and no third-party summarization API.

Requirements

• Python 3.9 or newer. The skill uses only the Python standard library, so no pip install is required for the default (no-call) path.
• A CALL-E call result with a transcript. Live calls are out of scope; see the call-reminder or verify-by-phone skills for placing calls.

Quick Start

# Dry run on the bundled example transcript (no calls, no network).
python3 scripts/summarize_call.py \
  --transcript references/example-transcript.json \
  --out /tmp/brief.json

# Validate the brief.
python3 scripts/validate_brief.py --brief /tmp/brief.json

Examples

See references/examples.md for worked examples on different call types (confirmation, reschedule, no-answer, voicemail) and the expected brief for each.