The relationship summary

Open any client and the first thing you see is the Relationship summary. It answers the question you have when you open a record cold: where do we stand with them?

What's on the card

• A headline — one line that reads the relationship as it stands today.
• The story — a short paragraph built from the client's timeline and memory: what they want, what has been agreed, what is still open, what has gone quiet.
• The top fact kinds — small chips such as objection or interest, so you can see at a glance what the memory is mostly about.
• written — when the summary's text last changed; checked is added when KretaOS looked again since and found nothing new to say.
• What it was built from — such as "From 9 facts and the touch on 12 Oct." The summary is shared by the whole team, so it is built only from what everyone can see; when you can see newer private mail, the line adds "Private mail not included."

Underneath are two buttons: Draft follow-up, which writes the next message using everything on this page, and View in graph, which opens the client in Graph Memory.

Where it comes from

The summary is written from the client's memory and the touches your whole team can see — logged calls, notes, meetings and shared records. Mail synced from someone's own inbox stays private to the people on that thread, so it never leaks into a card everyone reads.

KretaOS rewrites summaries overnight for clients that have moved. It doesn't rewrite a card when nothing has changed, so the same summary on the same record is a sign nothing new has happened — not a sign it is stuck.

Refreshing it

If you've just logged something important and want the card to catch up now, press the small refresh button beside written. While it works you'll see rewriting…. If nothing has changed since the last summary you'll see "Already up to date — nothing new since this summary."

A brand-new client

A client with no history yet shows "KretaOS is still learning" instead of a summary, with a button to Log the first touch. One logged call or note is enough to start.

Try it

1. Open Clients and pick a client you've worked with for a while.
2. Read the Relationship summary and check the written time and the line under the story that says what it was built from.
3. Log a short note in Log activity, then press the refresh button beside written and read the new version.