Log your first touch

Not everything happens in email

Phone calls, factory visits, a chat over chai at a trade fair — none of that reaches your inbox. If nobody writes it down, it is gone. KretaOS makes writing it down as short as possible: talk for thirty seconds the way you would tell a colleague, check where it is going, done.

There are two places to log. Both file the same way.

From anywhere: the Log button

The Log button sits in the top bar on every page (on a computer, ⌘L opens it too). The Log sheet opens and asks what happened.

1. Press Speak and talk, or type. For example: "Just got off with Rajesh at Shree Ganesh — he wants 180 GSM, revised quote by Monday."
2. Pick what kind of touch it was: Call, Meeting, WhatsApp, Email or Note.
3. If it happened on another day, change the date. You can log yesterday's call this morning; KretaOS dates it to the day you choose.
4. Press Find client. KretaOS works out which client you mean and shows filing to with the name. If it guessed wrong, pick the right one under not right?
5. Press Log it.

Nothing is written until you have seen where it is going. Speech-to-text can mishear a name, so the choice is always yours.

From the client's page

Every client page has a Log activity card near the top. Because you are already on the client, there is no "which client?" step. Type or press Say it to dictate, choose the kind (or leave it on Auto), and press Log with the kind next to it — for example Log call.

Press Review first if you want to see what KretaOS will do with it. The preview shows the log itself, the date, what it will remember (memory) and any follow-up it would create (task).

What happens to your words

• Your words are the record. The text is saved exactly as you said or typed it. The AI only writes a short headline for the Timeline; it never rewrites what you said.
• Memory picks up the facts. If the client told you something worth keeping — a requirement, a deadline, a promise — it becomes a fact on the client's page. The Log sheet tells you how many facts it added.
• A follow-up can be made for you. "Revised quote by Monday" can become a task due on Monday, so it shows up on Home when it matters.
• The record can catch up. If the touch says something that changes the record — "they've accepted the proposal" — a few minutes later the client's Overview shows a suggested update, such as moving the deal on. Nothing changes until you tick it.

Logging by hand and dictation never use AI credits, however much you log.

Try it

1. Think of the last client call you had.
2. Press Log in the top bar, then Speak, and say what happened in two or three sentences.
3. Press Find client, check the name next to filing to, and press Log it.
4. Open that client and find your words at the top of the Timeline.