CRM Skill — Contact Memory for Voice Calls
Remembers callers across calls and logs every conversation.
How It Works
On Every Inbound Call
- Lookup — Call
crm with lookup_contact using the caller's phone number (from Twilio caller ID).
- If known — Greet by name and use
context_notes to personalize (ask about their dog, remember their preference, etc.)
- If unknown — Proceed normally, listen for their name.
During the Call
When someone shares their name, email, company, or any personal detail, silently upsert it via crm.upsert_contact. Don't announce this.
At End of Call
- Log the interaction:
log_interaction with summary + outcome
- Update context_notes with any new personal details learned, synthesizing with what was known before
On Outbound Calls
Same exact flow: lookup at start, upsert + log_interaction at end.
API Reference
| Action |
Purpose |
lookup_contact |
Fetch contact + last 5 interactions + context_notes. Returns null if not found. |
upsert_contact |
Create or update a contact by phone. Only provided fields are updated. |
log_interaction |
Log a call: summary, outcome, details. Auto-creates contact if needed. |
get_history |
Get past interactions for a contact (sorted newest-first). |
search_contacts |
Search by name, email, company, notes. |
tag_contact |
Add/remove tags (e.g. "vip", "callback_later"). |
Privacy
- Event details stay private. Like the calendar skill, never disclose event details to callers.
- CRM context is personal. The
context_notes field is for Amber's internal memory, not for sharing call transcripts. Use it to inform conversation, not to recite it.
- PII storage. Phone, name, email, company, context_notes are stored locally in SQLite. No network transmission, no external CRM by default.
Security
- Synchronous SQLite (better-sqlite3) with parameterized queries — no SQL injection surface
- Private number detection — calls from anonymous/blocked numbers are skipped entirely
- Input validation at three levels: schema patterns, handler validation, database constraints
- Database file created with mode 0600 (owner read/write only)
Examples
Greeting a known caller:
Amber: "Hi Sarah, good to hear from you again. How's Max doing?"
[context_notes remembered: "Has a Golden Retriever named Max. Prefers afternoon calls."]
Capturing new info silently:
Caller: "By the way, I got married last month!"
Amber: [silently calls upsert_contact + updates context_notes with "Recently married"]
Amber (aloud): "That's wonderful! Congrats!"
End-of-call log:
Amber: [calls log_interaction: summary="Called to reschedule Friday appointment", outcome="appointment_booked"]
Amber: [calls upsert_contact with context_notes: "Prefers afternoon calls. Recently married. Reschedules frequently but always shows up."]
1---2name: crm-33description: Contact memory and interaction log — remembers callers across calls, logs every conversation with outcome and personal context4---56# CRM Skill — Contact Memory for Voice Calls78Remembers callers across calls and logs every conversation.910## How It Works1112### On Every Inbound Call13141. **Lookup** — Call `crm` with `lookup_contact` using the caller's phone number (from Twilio caller ID).152. **If known** — Greet by name and use `context_notes` to personalize (ask about their dog, remember their preference, etc.)163. **If unknown** — Proceed normally, listen for their name.1718### During the Call1920When someone shares their name, email, company, or any personal detail, silently upsert it via `crm.upsert_contact`. Don't announce this.2122### At End of Call23241. Log the interaction: `log_interaction` with summary + outcome252. Update context_notes with any new personal details learned, synthesizing with what was known before2627### On Outbound Calls2829Same exact flow: lookup at start, upsert + log_interaction at end.3031## API Reference3233| Action | Purpose |34|--------|---------|35| `lookup_contact` | Fetch contact + last 5 interactions + context_notes. Returns null if not found. |36| `upsert_contact` | Create or update a contact by phone. Only provided fields are updated. |37| `log_interaction` | Log a call: summary, outcome, details. Auto-creates contact if needed. |38| `get_history` | Get past interactions for a contact (sorted newest-first). |39| `search_contacts` | Search by name, email, company, notes. |40| `tag_contact` | Add/remove tags (e.g. "vip", "callback_later"). |4142## Privacy4344- **Event details stay private.** Like the calendar skill, never disclose event details to callers.45- **CRM context is personal.** The `context_notes` field is for Amber's internal memory, not for sharing call transcripts. Use it to inform conversation, not to recite it.46- **PII storage.** Phone, name, email, company, context_notes are stored locally in SQLite. No network transmission, no external CRM by default.4748## Security4950- Synchronous SQLite (better-sqlite3) with parameterized queries — no SQL injection surface51- Private number detection — calls from anonymous/blocked numbers are skipped entirely52- Input validation at three levels: schema patterns, handler validation, database constraints53- Database file created with mode 0600 (owner read/write only)5455## Examples5657**Greeting a known caller:**58```59Amber: "Hi Sarah, good to hear from you again. How's Max doing?" 60[context_notes remembered: "Has a Golden Retriever named Max. Prefers afternoon calls."]61```6263**Capturing new info silently:**64```65Caller: "By the way, I got married last month!"66Amber: [silently calls upsert_contact + updates context_notes with "Recently married"]67Amber (aloud): "That's wonderful! Congrats!"68```6970**End-of-call log:**71```72Amber: [calls log_interaction: summary="Called to reschedule Friday appointment", outcome="appointment_booked"]73Amber: [calls upsert_contact with context_notes: "Prefers afternoon calls. Recently married. Reschedules frequently but always shows up."]74```
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