> ## Documentation Index
> Fetch the complete documentation index at: https://api.hellosunset.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Communication Tools Guide

> Phone calls, email, notarization, and fax tools for estate management.

# Communication Tools

Sunset provides integrated tools for communicating with financial institutions and handling legal documents. All tools are case-scoped and maintain a full audit trail.

***

## Phone Tool

Make outbound calls to financial institutions via Twilio. Calls are automatically recorded, transcribed, and summarized by AI.

### Initiate a Call

```bash theme={null}
curl -X POST "https://api.example.com/v1/cases/{case_id}/phone-calls" \
  -H "Content-Type: application/json" \
  -d '{
    "to_number": "+11112223333",
    "institution_contact_id": "01K8IC04DJ3T10HRYE78AN7DDD",
    "notes": "Calling to request account closure forms."
  }'
```

### What Happens After a Call

Once the call completes, the system automatically:

1. **Records** the full call audio
2. **Transcribes** the recording to text
3. **Summarizes** the call with AI, extracting key outcomes
4. **Extracts action items** from the conversation

### Retrieve Call Details

````bash theme={null}
curl "https://api.example.com/v1/cases/{case_id}/phone-calls/{call_id}"```

Response includes:
```json
{
  "data": {
    "id": "...",
    "to_number": "+11112223333",
    "status": "completed",
    "duration_seconds": 342,
    "recording_url": "https://recordings.example.com/...",
    "recording_status": "completed",
    "transcript": "Agent: Thank you for calling Chase...",
    "summary": "Called Chase estate services. Spoke with John Johnson. He confirmed they received the death certificate. Letters Testamentary are still needed before they can release account info. Ref# EST-2025-00456.",
    "action_items": [
      {
        "description": "Mail Letters Testamentary to Chase Estate Services",
        "completed": false
      },
      {
        "description": "Call back in 5-7 business days after mailing",
        "completed": false
      }
    ]
  }
}
````

### Download Recording

```bash theme={null}
curl "https://api.example.com/v1/cases/{case_id}/phone-calls/{call_id}/recording" \
  --output recording.mp3
```

### Call Statuses

| Status        | Description                          |
| ------------- | ------------------------------------ |
| `initiated`   | Call request sent to Twilio          |
| `ringing`     | Phone is ringing                     |
| `in_progress` | Call is connected                    |
| `completed`   | Call ended normally                  |
| `failed`      | Call could not be completed          |
| `no_answer`   | No one answered                      |
| `busy`        | Line was busy                        |
| `cancelled`   | Call was cancelled before connecting |

***

## Email Tool

Send emails with forms and attachments from case documents. Delivery is tracked with read receipts.

### Send an Email

```bash theme={null}
curl -X POST "https://api.example.com/v1/cases/{case_id}/emails" \
  -H "Content-Type: application/json" \
  -d '{
    "to_addresses": ["estates@chase.com"],
    "subject": "Estate of John J. Johnson - Death Certificate and Account Closure Request",
    "body_text": "Dear Estate Services,\n\nPlease find attached the death certificate and account closure form for the estate of John J. Johnson.\n\nCase Reference: EST-2025-00456\n\nThank you.",
    "attachment_document_ids": [
      "01K5XB07CJ5T22HRYE78AN7DEF",
      "01K5XB08CJ5T33HRYE78AN7GHI"
    ],
    "institution_contact_id": "01K8IC04DJ3T10HRYE78AN7DDD"
  }'
```

### Checking Delivery Status

````bash theme={null}
curl "https://api.example.com/v1/cases/{case_id}/emails/{email_id}"```

### Email Receipt

Get the delivery receipt with provider-level details:

```bash
curl "https://api.example.com/v1/cases/{case_id}/emails/{email_id}/receipt"```

Response:
```json
{
  "data": {
    "email_id": "...",
    "message_id": "msg_01abc123def456",
    "provider": "sendgrid",
    "status": "delivered",
    "sent_at": "2025-10-15T14:30:00Z",
    "delivered_at": "2025-10-15T14:30:05Z",
    "opened_at": "2025-10-15T15:12:00Z"
  }
}
````

### Email Statuses

| Status      | Description                                         |
| ----------- | --------------------------------------------------- |
| `draft`     | Email created but not yet sent                      |
| `queued`    | Queued for sending                                  |
| `sent`      | Sent to email provider                              |
| `delivered` | Confirmed delivered to recipient's server           |
| `bounced`   | Delivery failed (invalid address, full inbox, etc.) |
| `failed`    | Could not be sent                                   |

***

## Notarization Tool

Initiate online notarization sessions powered by DocuSign's Notary API. Signers join a live video session with a commissioned notary.

### Initiate Notarization

```bash theme={null}
curl -X POST "https://api.example.com/v1/cases/{case_id}/notarizations" \
  -H "Content-Type: application/json" \
  -d '{
    "document_id": "01K5XB07CJ5T22HRYE78AN7DEF",
    "title": "Small Estate Affidavit - Notarization",
    "description": "Online notarization for Cache County probate filing.",
    "signers": [
      {
        "name": "John Jonas Johnson",
        "email": "john.johnson@example.com",
        "role": "signer"
      },
      {
        "name": "John Jonas Johnson",
        "email": "john.johnson@example.com",
        "role": "witness"
      }
    ]
  }'
```

### Notarization Flow

```
Create request  ->  Status: pending_signer
                    (signers receive email with session link)

Signer joins    ->  Status: pending_notary
                    (waiting for notary to join)

Session starts  ->  Status: in_session
                    (live video notarization)

Notary stamps   ->  Status: completed
                    (notarized document available for download)
```

### Download Notarized Document

```bash theme={null}
curl "https://api.example.com/v1/cases/{case_id}/notarizations/{id}/download" \
  --output notarized_document.pdf
```

### Notarization Statuses

| Status           | Description                           |
| ---------------- | ------------------------------------- |
| `draft`          | Not yet sent to signers               |
| `pending_signer` | Waiting for signers to join           |
| `pending_notary` | Signer ready, waiting for notary      |
| `in_session`     | Live notarization session in progress |
| `completed`      | Document notarized successfully       |
| `declined`       | A signer or notary declined           |
| `expired`        | Session expired before completion     |
| `failed`         | Technical failure                     |

***

## Fax Tool

One-click fax sending. Attach case documents and optionally include a cover page.

### Send a Fax

```bash theme={null}
curl -X POST "https://api.example.com/v1/cases/{case_id}/faxes" \
  -H "Content-Type: application/json" \
  -d '{
    "to_number": "+11112223333",
    "institution_contact_id": "01K8IC04DJ3T10HRYE78AN7DDD",
    "document_ids": [
      "01K5XB07CJ5T22HRYE78AN7DEF",
      "01K5XB08CJ5T33HRYE78AN7GHI"
    ],
    "cover_page": true,
    "cover_page_note": "Re: Estate of John J. Johnson. Please process enclosed death certificate and account closure form. Reference: EST-2025-00456."
  }'
```

### Fax Receipt

Get the delivery receipt with confirmation details:

````bash theme={null}
curl "https://api.example.com/v1/cases/{case_id}/faxes/{fax_id}/receipt"```

Response:
```json
{
  "data": {
    "fax_id": "...",
    "confirmation_number": "FAX-2025-1015-001",
    "pages_sent": 3,
    "duration_seconds": 45,
    "status": "confirmed",
    "remote_station_id": "CHASE FAX",
    "timestamp": "2025-10-15T14:35:00Z"
  }
}
````

### Fax Statuses

| Status      | Description                              |
| ----------- | ---------------------------------------- |
| `queued`    | Fax queued for sending                   |
| `sending`   | Fax transmission in progress             |
| `delivered` | Fax confirmed delivered                  |
| `failed`    | Delivery failed (busy, no answer, error) |
| `cancelled` | Fax cancelled before sending             |