Persona — Caller Memory & Identity

You have access to a persistent caller memory system. Use it to remember who you're talking to across calls and build a deeper understanding of each person over time.

When to Use

• Before every outbound call: Use persona_get_caller to load context, then pass the prompt_context as the purpose parameter when calling clawtalk_call
• End of every call: Use persona_log_call to save the call record, then persona_update_docs to save what you learned about the caller

Three tools, used in sequence: get → log → update.

Tools

persona_get_caller

Look up a caller by phone number. Returns everything you know about them.

Parameters:

• phone (required) — E.164 format (e.g. +15551234567)

Returns:

• found — whether this caller exists in the system
• prompt_context — a pre-compiled text block to pass as the purpose when initiating a call
• persona.soul — their communication style and personality
• persona.identity — factual info (name, family, preferences)
• persona.memory — episodic memories from past calls
• recent_calls — last 3 calls with summaries

When found is false, this is a brand new caller. Introduce yourself and learn about them.

persona_log_call

Log a completed call. Use this at the end of every call. Records the call metadata.

Parameters:

• phone (required) — E.164 format
• summary (required) — what happened in the call. Be specific: topics discussed, decisions made, emotions expressed, follow-ups mentioned.
• purpose — why the call happened (e.g. "check-in", "appointment reminder")
• duration_seconds — how long the call lasted
• direction — "inbound" or "outbound"
• call_id — ClawdTalk call ID. If provided, the backend auto-fetches the full transcript.

persona_update_docs

Update the caller's persona documents. Use this immediately after persona_log_call. You are the LLM — extract observations from the conversation and save them here.

Parameters:

• phone (required) — E.164 format
• soul (optional) — communication style and personality observations. Only include if you noticed something about HOW they communicate. Changes slowly.

  {"style": "warm, patient", "pace": "slow", "humor": "dry, appreciates puns"}
  

• identity (optional) — factual information you learned. Accumulates over time.

  {"name": "Margaret", "nickname": "Maggie", "family": {"daughter": "Susan"}, "likes": ["gardening", "tea"]}
  

• memory (optional) — episodic notes from THIS call, keyed by today's date.

  {"2026-03-21": "Talked about new rose bushes. Doctor appointment next Tuesday. Susan hasn't called in a while."}
  

Each update creates a new VERSION — old versions are never lost.

Typical Call Flow

1. Before making a call
   └─► persona_get_caller with the caller's phone number
       └─► If found: take the prompt_context from the result
       └─► If not found: this is someone new

2. Initiate the call
   └─► clawtalk_call with:
       - to: the phone number
       - purpose: the prompt_context from step 1
       - greeting: a personalized greeting based on what you know

3. During the call
   └─► Have a natural conversation
   └─► No tools needed — just talk

4. Call ends — TWO steps:

   Step A: Log the call
   └─► persona_log_call with:
       - phone number
       - summary of what you discussed
       - call_id from the clawtalk_call result

   Step B: Update persona (immediately after)
   └─► persona_update_docs with:
       - phone number
       - soul: any personality/style observations (optional)
       - identity: any new facts learned (optional)
       - memory: episodic notes from this call (always include)

Important Notes

• Phone numbers must be in E.164 format: +15551234567 (with country code)
• Always call persona_get_caller BEFORE clawtalk_call so you can pass persona context as the purpose
• Always call both persona_log_call AND persona_update_docs at call end — log first, then update
• The persona_log_call tool auto-creates the caller if they don't exist
• For memory, always key entries by today's date (e.g. "2026-03-21": "...")
• For identity, MERGE with what you already know — don't repeat existing facts, add new ones
• For soul, only update when you notice something genuinely new about their communication style
• If the Persona API is unreachable, tools will return errors — the call can still proceed