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Client memory

The promise ledger

How KretaOS finds the promises made on both sides, keeps their dates honest, and keeps a kept promise as proof you delivered.

Updated 4 Nov 2026

Relationships are won and lost on small promises: "I'll send the revised quote Monday", "she'll confirm the PO by Friday". KretaOS keeps every one of them in a ledger, across all your clients, so you can see what you owe, what you are owed, and what has slipped.

The Promises tab showing All: overdue, next-7-days, we-owe and they-owe counts above the open promises

Where promises come from

You rarely type a promise in. KretaOS finds them in what you already log and sync:

  • a call note: "told Anil we'd send samples by the 15th",
  • an email: "we will confirm the order by Friday",
  • a meeting's notes or a WhatsApp chat.

Each promise is stored with:

  • who owes it: We owe (you) or They owe (the client),
  • a date, when one was said. "By Friday" is worked out from the day of the call, not the day the note was read,
  • the client it belongs to.

You can also add one yourself with Add a promise on the Promises view; it is marked you added.

What is not a promise

KretaOS keeps the ledger clean:

  • A meeting invite is not a promise. "Review meeting scheduled for Tuesday" belongs to the calendar. What was agreed in the meeting can be a promise.
  • A done thing is not a new promise. "Shared the two invoices" is history, not something still owed.
  • An unsure read is shown, not hidden. A promise KretaOS is not confident about appears marked unconfirmed, because a promise nobody checked is the one that gets dropped.

Dates are never quietly moved

A promise's date can sit in the past and stay there. KretaOS never pushes it forward to make the list look tidy, because a ledger that reschedules broken promises hides the only rows that matter. You change a date yourself with the calendar button on the row.

Kept is not deleted

When a promise is delivered, mark it Kept, with an optional note such as "sent on WhatsApp, Anil confirmed". It leaves the open list but stays on the record as proof you delivered, and shows under Recently kept when the view is set to All. If you marked one by mistake, Reopen it.

A promise that will not be kept — it no longer applies, it was never a promise, or it sits on the wrong client — is dropped, with the reason. It leaves every open list and count and stays on the record under Dropped. A promise is never deleted: kept or dropped, the record keeps it. Do not drop a promise just because it is done; mark it Kept.

Where promises show up

  • On each client's page under Open promises.
  • On Home, where a late promise you owe is ranked into Do now.
  • In the morning brief under Promises overdue.
  • In the relationship score: promises kept on time help, overdue ones hurt.
  • In Ask AI: "what do we owe Surat Silk Mills?"

Day-to-day handling of the list is covered in Promises in Agenda.

Related

  • Promises — Work through what you owe and what you are owed: add a promise, put a date on it, turn it into a reminder, mark it kept or drop it.
  • Facts and where they come from — What a fact is, the six kinds KretaOS keeps, how verified and inferred differ, and how to trace a fact to its touch.
  • The relationship score — A 0 to 100 health number for every client, worked out from six plain parts with no AI, and what moves it.
  • The promise ledger — Every promise on the book in one place — who owes it, by when, and proof you kept it.
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