Agent skill

Client Persona Profiler

by CALLE-AI in CALLE-AI/awesome-phone-call-agents

Post-call persona detection skill. An agent skill from CALLE-AI/awesome-phone-call-agents.

MITAuto-check passedDevelopment

Install Client Persona Profiler

skills CLI
$ npx skills add CALLE-AI/awesome-phone-call-agents --skill client-persona-profiler -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install CALLE-AI/awesome-phone-call-agents client-persona-profiler --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/CALLE-AI/awesome-phone-call-agents.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/client-persona-profiler .claude/skills/client-persona-profiler && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
client-persona-profiler
GitHub stars
107
Token cost
~2.3k tokens
SKILL.md length
546 words
Files
9 (incl. scripts, references)
Skills in repo
101
Repo updated
First seen
Licence
MIT

At a glance

Post-call persona detection skill. An agent skill from CALLE-AI/awesome-phone-call-agents.

  • Tasks that involve Performance optimization
  • SKILL.md covers Why This Skill Exists, Scientific Foundation, Quick Start and Input, plus 9 more sections
  • Runs Python scripts from its folder; calls python3

What it does

Client Persona Profiler is an agent skill from CALLE-AI/awesome-phone-call-agents. Post-call persona detection skill. Analyses a CALL-E transcript to classify the caller's behavioural archetype (heuristic DISC keyword scoring), compute an RFMAP-style loyalty score across accumulated call history, persist a privacy-preserving hashed profile, and return a structured persona card with a personalised next-call strategy playbook. Runs in heuristic mode only, with sensitive-topic human-review flags.

Its SKILL.md is about 2.3k tokens, which your agent loads only when the skill is triggered. The skill folder holds 10 other files, including scripts and reference files (for example `references/disc-playbooks.json`, `references/example-transcript.json` and `references/examples.md`).

It sits in Development, covering Performance optimization. The repository describes itself as: Portable phone-call Agent Skills, apps, examples, adapters, and scheduler recipes for AI agents. The licence is MIT.

When your agent uses it

  • Tasks that involve Performance optimization

Example prompts

  • “/client-persona-profiler”

Requirements

  • Python 3

What it can do on your machine

Read from SKILL.md and the folder at commit 38d4118. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Ships 3 files in scripts/ (Python), which the agent can run.

    Shell commands in SKILL.md call:

    • python3

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Client Persona Profiler loads about 2.3k tokens when it runs, and up to ~6k if it reads all its reference files. Until then it costs about 110 tokens; SKILL.md has 546 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~110
When it runs · the whole SKILL.md, loaded when a task matches
~2.3k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~6k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from CALLE-AI/awesome-phone-call-agents at commit 38d4118, republished under its MIT licence (© CALLE-AI). 546 words, ~2,262 tokens.

Download SKILL.mdSave it as .claude/skills/client-persona-profiler/SKILL.md (or your agent's skills folder). This skill also uses 8 other files; get the full folder from GitHub.
name
client-persona-profiler
description
Post-call persona detection skill. Analyses a CALL-E transcript to classify the caller's behavioural archetype (heuristic DISC keyword scoring), compute an RFMAP-style loyalty score across accumulated call history, persist a privacy-preserving hashed profile, and return a structured persona card with a personalised next-call strategy playbook. Runs in heuristic mode only, with sensitive-topic human-review flags.
license
MIT

client-persona-profiler

Detect who your caller is — and how to keep them.

Unlock lasting customer relationships by understanding the person behind every call, not just the transaction. This skill profiles caller behaviour across interactions (from transcripts obtained with caller consent), builds a long-term loyalty picture, and hands the agent a concrete, archetype-specific playbook for the next call.


Why This Skill Exists

Most call-centre AI focuses on what the caller wants right now. This skill focuses on who they are — their communication style, their loyalty, and their churn risk — so every subsequent interaction is more effective, more personalised, and more likely to convert a one-time caller into a long-term champion.


Scientific Foundation

The classification is a heuristic, not a validated psychometric instrument: DISC keyword markers are a design choice and the archetype labels are advisory only (see references/safety.md).

ResearchRelevance
Marston, Emotions of Normal People (1928) — DISCFour-quadrant behavioural model the keyword library is adapted from; DISC's predictive validity is contested in independent academic literature
Persona-DB, arXiv:2402.11060 (COLING 2025)Persona profile storage and retrieval without fine-tuning; conceptual basis for the per-caller profile store
Classic RFM (Recency-Frequency-Monetary) modelBasis of the RFMAP-style loyalty score; weights are a skill design choice
arXiv:2411.12539 (Nov 2024) — CSAT from transcriptsTranscript sentiment as a satisfaction/loyalty proxy

Full citations: references/research-papers.md


Quick Start

Heuristic mode (no external dependencies, no model call)
bash
python3 scripts/profile_caller.py \
  --transcript path/to/transcript.json \
  --profile-dir /var/call-profiles/ \
  --caller-id "+14155550100" \
  --dry-run \
  --out /tmp/persona_card.json
Validate output schema
bash
python3 scripts/validate_profile.py --card /tmp/persona_card.json

Input

The skill accepts any CALL-E transcript in one of two formats:

Format A — array of turns:

json
[
  {"role": "agent",  "text": "Hello, how can I help you today?"},
  {"role": "callee", "text": "I need to see all the policy documents first."}
]

Format B — wrapper object:

json
{
  "call_id": "calle-20260915-001",
  "transcript": [
    {"role": "agent",  "text": "Hello, how can I help you today?"},
    {"role": "callee", "text": "I need to see all the policy documents first."}
  ]
}

Supported turn keys: role / speaker, and text / content / message.


Output — Persona Card

json
{
  "caller_token":        "sha256:3f9c8e2a1b7d...",
  "analysis_timestamp":  "2026-09-15T09:00:00Z",
  "interaction_count":   5,
  "first_seen_days_ago": 42,
  "last_seen_days_ago":  3,

  "persona_archetype":   "Analytical",
  "archetype_confidence":"high",
  "disc_scores": {
    "D": 0.0, "I": 0.0769, "S": 0.0, "C": 0.9231
  },

  "sentiment_trajectory": ["neutral", "neutral", "neutral"],
  "sentiment_trend":       "stable",

  "rfmap_loyalty_score":  65,
  "loyalty_tier":         "high_value",
  "churn_risk":           "medium",

  "call_driver":          "unknown",
  "sensitive_topics":     [],
  "recommended_playbook": {
    "archetype":    "Analytical",
    "open_with":    "Lead with facts, data, and specifics. Reference documented policies.",
    "avoid":        "Emotional appeals, vague generalisations, premature commitments.",
    "close_with":   "Offer written confirmation. Give them time to evaluate.",
    "loyalty_lever":"Transparency, consistency between what is said and what is delivered.",
    "churn_warning":"Discovered discrepancies between promises and reality."
  },

  "flags":           [],
  "profile_version": 5,
  "analysis_mode":   "heuristic",
  "dry_run":         false,
  "schema_version":  "1.0"
}

call_driver is always "unknown" in heuristic mode (no intent extraction is performed); it is kept in the schema for future extensions.


DISC Archetype Reference

ArchetypeKey TraitEngagement Style
Dominant (D)Results-driven, decisiveDirect, brief, outcome-focused
Influential (I)People-oriented, enthusiasticStory-driven, warm, community-focused
Steady (S)Consistent, supportiveCalm, step-by-step, no surprises
Analytical (C)Detail-oriented, systematicData-backed, documented, deliberate
UndeterminedInsufficient signalBalanced, neutral — gather more turns

Show full SKILL.md (222 more words)Show less

RFMAP Loyalty Tiers

ScoreTierChurn Risk
≥ 80ChampionLow
60–79High ValueLow / Medium
40–59At RiskMedium
< 40Low ValueHigh

Flags

FlagMeaning
LOW_TURN_COUNTFewer than --min-turns turns; archetype is unreliable
UNDETERMINED_ARCHETYPETop two DISC dimensions are within the margin; archetype is Undetermined
CHURN_RISK_ELEVATEDRFMAP score is below 55
REQUIRES_HUMAN_REVIEWSensitive subject matter (medical, legal, financial, or emergency keywords) detected in the transcript; the matched topics are listed in sensitive_topics

Command-Line Reference

usage: profile_caller.py [-h] --transcript TRANSCRIPT
                         [--profile-dir PROFILE_DIR]
                         [--caller-id CALLER_ID]
                         [--playbook PLAYBOOK]
                         [--min-turns MIN_TURNS]
                         [--dry-run]
                         [--out OUT]

options:
  --transcript    Path to the transcript JSON file (required)
  --profile-dir   Directory to read/write persistent caller profiles
                  (default: ./profiles)
  --caller-id     Explicit caller identity string (hashed before storage)
                  (default: auto-derived from transcript metadata)
  --playbook      Path to the DISC playbooks JSON file
                  (default: references/disc-playbooks.json)
  --min-turns     Minimum callee turns before emitting an archetype label
                  (default: 4)
  --dry-run       Analyse without writing to the profile store
  --out           Write persona card JSON to this path (default: stdout)

Privacy & Safety

  • One-way hashing: The caller_id is SHA-256 hashed before storage. Raw identity never reaches disk or output.
  • No PII in output: validate_profile.py scans for phone numbers and email addresses and fails if any are found.
  • Local storage only: Profiles are stored as .jsonl files on the local filesystem. No cloud, no external API.
  • Protected attributes excluded: Race, ethnicity, religion, political views, and health status are explicitly outside scope.
  • Advisory only: The recommended_playbook is a suggestion, not an automated action. A human decides whether and how to apply it.

Full safety reference: references/safety.md


Files

skills/client-persona-profiler/
├── SKILL.md                              ← This file
├── scripts/
│   ├── profile_caller.py                 ← Main analysis runner
│   ├── validate_profile.py               ← Output schema validator
│   └── test_persona_profiler.py          ← Test suite (84 tests)
└── references/
    ├── disc-playbooks.json               ← Archetype strategy playbooks
    ├── example-transcript.json           ← Sample transcript
    ├── examples.md                       ← Usage examples
    ├── research-papers.md                ← Scientific citations
    └── safety.md                         ← Privacy and ethics reference

Running Tests

bash
# Run via pytest (recommended)
python3 -m pytest skills/client-persona-profiler/scripts/test_persona_profiler.py -v

# Or run directly
python3 skills/client-persona-profiler/scripts/test_persona_profiler.py

Expected: all tests pass, zero network calls, zero file writes (dry-run by default).


Integration with CALL-E

In a CALL-E pipeline, invoke this skill as a post-call step:

[call ends] → [transcribe] → [profile_caller.py] → [persona card] → [agent uses playbook on next call]

The persona card can be stored in the agent's context store and injected into the system prompt at the start of the next call:

System: The caller's DISC archetype is Analytical. 
Open with data. Avoid emotional appeals. Offer written confirmation.

© CALLE-AI, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 8 other files (scripts, references) in skills/client-persona-profiler of CALLE-AI/awesome-phone-call-agents.

  • SKILL.md
  • references/disc-playbooks.json
  • references/example-transcript.json
  • references/examples.md
  • references/research-papers.md
  • references/safety.md
  • scripts/profile_caller.py
  • scripts/test_persona_profiler.py
  • scripts/validate_profile.py

Open the folder on GitHubat commit 38d4118

Compare with similar skills

Client Persona Profiler next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Client Persona Profiler compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Client Persona Profiler this skillCALLE-AI/awesome-phone-call-agents107—~2.3kAutomated safety check: PassMIT
Code Review ChecklistshareAI-lab/learn-claude-code78k4 repos~1.1kAutomated safety check: PassMIT
LLM Torch Profiler Analysissgl-project/sglang37k2 repos~6.4kAutomated safety check: PassApache-2.0
Pycrazyguitar/pysheeet8.2k—~886Automated safety check: PassMIT
Cmux Debugging Guidemanaflow-ai/cmux28k1 repos~1.1kAutomated safety check: PassCustom licence
Analyzing .NET Performancedotnet/skills5.6k3 repos~3.1kAutomated safety check: PassMIT

Similar skills

  • Code Review Checklist

    shareAI-lab/learn-claude-code

    Reviews code against a five-part checklist covering security, correctness, performance, maintainability and testing, and reports findings in a fixed format.

    78k GitHub starsUsed in 4 repos~1.1k tokens
    DevelopmentAuto-check passed
  • LLM Torch Profiler Analysis

    sgl-project/sglang

    Unified LLM torch-profiler triage skill for sglang, vllm, TensorRT-LLM, and TokenSpeed.

    37k GitHub starsUsed in 2 repos~6.4k tokens
    DevelopmentAuto-check passed
  • Py

    crazyguitar/pysheeet

    Comprehensive Python programming reference covering syntax, concurrency, networking, databases, ML/LLM development, and HPC.

    8.2k GitHub stars~886 tokensUpdated 4 days ago
    DevelopmentAuto-check passed
  • Cmux Debugging Guide

    manaflow-ai/cmux

    Covers debug logging, the Debug menu, profiling rules and runtime pitfalls for working on the cmux macOS terminal app.

    28k GitHub starsUsed in 1 repo~1.1k tokens
    DevelopmentAuto-check passed
  • Official

    Scans C# and .NET code for about 50 performance anti-patterns and reports prioritized findings with concrete fixes, at a scan depth you choose.

    5.6k GitHub starsUsed in 3 repos~3.1k tokens
    DevelopmentAuto-check passed
  • Analyzes V8, Chrome and Electron .heapsnapshot files with Node scripts to find memory leaks, detached DOM nodes and the retainer paths that keep objects alive.

    9.3k GitHub stars~875 tokensUpdated yesterday
    DevelopmentAuto-check passed

More from CALLE-AI/awesome-phone-call-agents

All 101 skills in this repo
  • Accessible Outing Verifier

    CALLE-AI/awesome-phone-call-agents

    Demonstrates advisory accessibility-planning checks with offline fixtures and a proposed bounded CALL-E workflow; use for exploring unknown or qualified venue claims without making calls.

    107 GitHub stars~1.4k tokensUpdated yesterday
    Auto-check passed
  • Ground Truth Gate

    CALLE-AI/awesome-phone-call-agents

    A skill your agent uses when an agent holds some evidence for a physical-world claim but the evidence is broader, narrower, or older than the exact question asked, and it must first decide whether a…

    107 GitHub stars~3.3k tokensUpdated yesterday
    Auto-check passed
  • Is It Accessible

    CALLE-AI/awesome-phone-call-agents

    Call a venue and ask the accessibility questions that matter to one specific person — step-free entry, hearing loop, guide dogs, quiet hours, changing places — then return a per-need verdict backed…

    107 GitHub stars~4.3k tokensUpdated yesterday
    Auto-check passed
  • Landmark Navigation Assist

    CALLE-AI/awesome-phone-call-agents

    Turns a pre-written, building-level location config into a CALL-E outbound phone-call task that guides a delivery driver through the last few hundred metres to a specific building using landmarks…

    107 GitHub stars~1.6k tokensUpdated yesterday
    Auto-check passed
  • Research Gap Call Verifier

    CALLE-AI/awesome-phone-call-agents

    Turn cited business research into a bounded, approval-gated phone-call plan that asks only unresolved factual questions, then reconcile CALL-E-compatible results without treating voicemail, refusal…

    107 GitHub stars~1.7k tokensUpdated yesterday
    Auto-check passed
  • Structured Outcome Followup Call

    CALLE-AI/awesome-phone-call-agents

    Place a goal-driven CALL-E call that collects specific structured answers, score those answers against a deterministic rubric you supply, and conditionally trigger a follow-up action — all runnable…

    107 GitHub stars~1.4k tokensUpdated yesterday
    Auto-check passed

Questions about Client Persona Profiler

What does Client Persona Profiler do?

Post-call persona detection skill. An agent skill from CALLE-AI/awesome-phone-call-agents. Client Persona Profiler is an agent skill from CALLE-AI/awesome-phone-call-agents. Post-call persona detection skill.

When should I use Client Persona Profiler?

Client Persona Profiler fits situations like: tasks that involve Performance optimization.

How do I install Client Persona Profiler in Claude Code?

Run `npx skills add CALLE-AI/awesome-phone-call-agents --skill client-persona-profiler -a claude-code`. Or copy the skill folder (skills/client-persona-profiler in CALLE-AI/awesome-phone-call-agents) into .claude/skills/client-persona-profiler in your project. Claude Code loads it when a task matches its description.

How do I install Client Persona Profiler in Codex?

Run `npx skills add CALLE-AI/awesome-phone-call-agents --skill client-persona-profiler -a codex`. Or copy the skill folder (skills/client-persona-profiler in CALLE-AI/awesome-phone-call-agents) into .agents/skills/client-persona-profiler in your project. Codex loads it when a task matches its description.

Can I use Client Persona Profiler in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add CALLE-AI/awesome-phone-call-agents --skill client-persona-profiler -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/client-persona-profiler, .gemini/skills/client-persona-profiler, .github/skills/client-persona-profiler and .opencode/skills/client-persona-profiler in your project.

What does Client Persona Profiler need to run?

Going by SKILL.md and its folder, Client Persona Profiler needs Python for the scripts in its folder and the command-line tools its instructions call (python3). Our summary lists: Python 3.

Does Client Persona Profiler access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Client Persona Profiler safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Client Persona Profiler use?

Client Persona Profiler is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Client Persona Profiler use?

About 2.3k tokens (SKILL.md is roughly 9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 3.7k tokens, read only when the agent opens those files.

What are the alternatives to Client Persona Profiler?

Skills that share tags, products or a category with Client Persona Profiler: Code Review Checklist (shareAI-lab/learn-claude-code, 78k stars), LLM Torch Profiler Analysis (sgl-project/sglang, 37k stars), Py (crazyguitar/pysheeet, 8.2k stars) and Cmux Debugging Guide (manaflow-ai/cmux, 28k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Client Persona Profiler?

CALLE-AI (a GitHub organization) maintains it in CALLE-AI/awesome-phone-call-agents, which has 107 GitHub stars. The repository holds 101 skills in this directory. The repository was last updated on October 10, 2026.

Source: CALLE-AI/awesome-phone-call-agents on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.