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Client memory

The relationship summary

The story of a client relationship in five seconds, at the top of every client page, and how it stays true to the record.

Updated 9 Oct 2026

Open a client cold, five minutes before a call, and the first thing you see is the Relationship summary: a headline and a short story of where things stand. It is written by KretaOS from everything your team has logged about the client.

What it shows

  • A headline: the one-line read, such as "Warm buyer, waiting on our revised quote".
  • The story: a short paragraph on what they want, what is open, what has been said and what to watch.
  • Chips for the main kinds of fact behind it, such as interest or objection.
  • written: when the text last changed, for example "written 2 days ago". When KretaOS has looked again since and found nothing new to say, it adds checked, for example "checked 3h ago".
  • 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."

Under it, Draft follow-up opens Ask AI with a follow-up for this client started, and View in graph shows the client in Graph Memory.

How it stays up to date

KretaOS rewrites the summary overnight for each client that had new activity that day. When nothing changed, it is left alone. While a new version is on its way you see rewriting….

Want it now, after a big call? Press the refresh button beside written (Rewrite the summary from today's record).

How it stays true

  • It reads, it does not repeat. Name, tier, owner and dates are already on the page, so the summary spends its words on what they mean.
  • It is checked against the facts. The summary is given the hard facts first: the last contact, who spoke last, the open and kept promises, any open deal, the relationship score. It must not contradict them.
  • It is written from what the whole team can see. Mail synced privately from one person's inbox never shapes it, so the summary never leaks a private thread to teammates who were not on it.

When there is no summary yet

A new client with nothing logged yet shows KretaOS is still learning followed by the client's name. Press Log the first touch to jump to the Log activity card. After a few touches the first summary appears.

A client that does have history but no summary yet says No summary for name yet: the summary is written when AI is available. Everything logged so far is still on the timeline, and logging by hand always works.

Good to know

  • The summary is a read, not a record. If something in it is wrong, correct the fact underneath (see Correcting a fact); the next rewrite follows.
  • A person's page has a shorter Relationship summary of its own: their role, their main channel (and whether they opted out of it), and how many touches are logged with them.

Related

  • 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.
  • What becomes memory — Which touches KretaOS reads for facts and promises, what it deliberately throws away, and what it never reads at all.
  • The relationship summary — The story of a relationship in five seconds — where the summary comes from, how fresh it is, and how to refresh it.
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