What is Call Guidance?

Last updated: June 17, 2026

In one sentence

Call Guidance is a short AI-written prep document for an upcoming call — talking points, context from recent sessions, and suggested approaches you can scan in the two minutes before you hop on.

Why it exists

You usually have a couple of minutes between calls, not a couple of hours. Call Guidance gives you the "what matters today with this person" summary so you walk in prepared.

When it's generated

Call Guidance is on-demand — it only exists when you ask for it. Unlike Call Notes, it doesn't run automatically. You click Generate when you want it, typically a few minutes before the session.

You can request it before the call happens — it doesn't need a recording or transcript, because the call hasn't happened yet.

Where you'll find it

Open the appointment and find the Call Guidance section. It sits on the left side of the page on a scheduled or in-progress appointment, where you'll be looking when you prep. If you haven't generated it yet, you'll see a Generate button and a short description of what Call Guidance will do for you.

What you'll see

Call Guidance starts with a short TL;DR at the top — what this call is about and the most urgent thing to keep in mind. Below the TL;DR, the prep is organized into collapsible sections (for example: Recent Context, Topics to Cover, Open Questions). Each section is collapsed by default — click a section heading to open it, or use Expand all in the top right to open everything at once.

The TL;DR is what most people scan in the 30 seconds before a call. The full sections are there when you have a couple of minutes to prep more thoroughly.

What you can do with it

  • Skim it right before the call — that's what it's designed for.
  • Regenerate it if new information has come in (a recent client message in your CRM, a just-edited Call Type). Click Regenerate at the top of the section.
  • Review it after the fact — even after the session, you can generate Call Guidance to see how Call-E would have prepped you. Useful for looking at your own prep habits over time.

What you can't do

  • You can't get Call Guidance for a session without enough context — brand-new clients with no history give you thinner guidance than long-term clients.
  • If you see "Contact your administrator to enable it" in the Call Guidance section, it means your role doesn't currently have permission to generate guidance. Ask your admin.

How to change what it looks like

Your admin can shape what Call Guidance covers — priority topics, recent client changes to acknowledge, suggested open-ended questions — by editing the Call Type for that appointment. See the Call Types area.

What Call-E reads when it writes it

Call Guidance draws on more context than Call Notes do. Call-E looks at:

  • Recent notes from your last sessions with this client
  • What Call-E knows about this client over time (Client Memory)
  • What Call-E knows about your coaching style from past scorecards (User Memory)
  • The Call Type and any program the client is in
  • Recent messages and payments from a connected CRM, if you have one

The goal is to give you one focused page instead of making you re-read everything yourself.

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