Contact histories — tools

The distinct tools record for Contact histories. This page is proposal-only.

Status: proposedLifecycle: candidate

Record status

Record ID: field-guide:contact-histories
Parent lifecycle: candidate
Page lane: tools
Lane lifecycle: proposed
Owner: Wick
Owner role: Not separately recorded
Owner status: Not separately recorded
Qualification result: NOT RUN · held for evidence and human review

Working browser surface: Field guides — documentation — Inspect the guide and persist local checkpoints. This route is local-only; provider, credential, database, customer, publication, deployment, and production effects remain held.

Authoritative tools lane tools and interfaces

Canonical tools-page assignments

Notebook Notes (interface · required) — Use for source-labelled evidence, quotations, interpretations, tags, pins, and revision inspection. Do not use it as proof of an external contact database or as a substitute for provenance.
Notebook Files (interface · required) — Use for local, source-labelled references to email exports, documents, or other evidence beside the history. Do not treat the surface as hidden upload, protected storage, or provider synchronization.
Notebook To-dos (interface · required) — Use for explicit follow-ups, review deadlines, completion state, priority, recurrence candidates, and held items. Do not use it to imply automatic outreach or external scheduling.
Notebook Agenda (interface · required) — Use to inspect and draft internal time blocks for review work and conflict checking. Do not use it for external calendar writes or provider-backed appointments.
Notebook Messages (interface · required) — Use to prepare and inspect message drafts, recipients, and source context. Do not use it to send messages or claim delivery, response, or provider connection.
Notebook Approvals (interface · required) — Use for human review of proposed messages, classifications, or campaign decisions and preserve receipts. Do not use local approval as evidence that an external action occurred.
Notebook Search (interface · required) — Use to find local indexed history records, notes, and linked evidence while respecting visibility. Do not treat local search as customer indexing, exhaustive discovery, or production database authority.
PointGuard (interface · required) — Use as the persistent contextual room for the current history, linked Notebook records, and bounded handoffs. Do not treat it as the canonical owner of specialist records or as a connected web feature.
Notebook Agent Logs (interface · required) — Use to inspect Wick's work, authority boundaries, receipts, and current state. Do not infer completion, sending, qualification, or publication from an agent-log entry alone.

Only the page's admitted lane is rendered as an assignment. Other lane inventories remain source records but are not merged here. Tool kind and required/optional status are preserved.

Authoritative lane instrument assignments

Canonical tools-page assignments

No verified instrument is assigned to this tools lane.

An instrument listed only for another lane does not become a tools-page assignment.

Use boundary

Confusing a local note or message draft with a sent communication or authoritative customer record.
Inventing dates, participants, intent, response, or campaign outcomes from incomplete evidence.
Over-collecting personal or sensitive contact information without a stated bounded purpose.
Treating search results as exhaustive when only local indexed records are available.
Losing provenance when paraphrasing source material or merging duplicate events.
Allowing stale or overdue follow-ups to disappear from current work.
Making accessibility or workflow state depend only on color, hover, or agent assumptions.
Using a named native surface as evidence that a connected web feature exists.

Sources and evidence

These pointers bind the page to evidence. They do not grant authority or collapse verification into deployment.

source_record:field-guide:contact-histories
agents/index.html#wick
Observed native contract: Notebook collections, deadlines, records, PointGuard, and held web boundary
App routes: /app/pointguard/, /app/notebook/notes/, /app/notebook/files/, /app/notebook/to-dos/, /app/notebook/agenda/, /app/notebook/messages/, /app/notebook/approvals/, /app/notebook/search/, /app/notebook/agent-logs/