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.