Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
home services
Scores
Intent 40 ; Opp 100 ; Eng 48
Consent
Revenue impact
$3,430 attributed
VOICE_OUTCOME_CREATED
Jun 1, 1:32 AMAudit: Customer asked a question that a human specialist should handle.
VOICE_COMPLIANCE_ALLOWED
Jun 1, 1:32 AMAudit: All voice compliance checks passed. The call may proceed.
VOICE_PLAN_CREATED
Jun 1, 1:32 AMAudit: Created a standard priority voice plan for Avery Thompson.
VOICE_REVENUE_ATTRIBUTED
Jun 1, 1:32 AMAudit: Attributed 980 from the simulated call. Simulated voice call kept the opportunity active.
VOICE_TRANSCRIPT_CREATED
Jun 1, 1:32 AMAudit: Recorded a simulated transcript with 5 lines.
VOICE_CALL_SIMULATED
Jun 1, 1:32 AMAudit: Simulated call for Avery Thompson produced NEEDS_HUMAN_FOLLOW_UP.
AI_REVIEW_COMPLETED
Jun 1, 1:31 AMAudit: Demo Owner recorded a escalated decision.
AI_REVIEW_REQUIRED
Jun 1, 1:31 AMAudit: Review required: Confidence below threshold.
AI_RECOMMENDATION_CREATED
Jun 1, 1:31 AMAudit: Generated Immediate human follow-up for Avery Thompson.
AI_EXPLANATION_GENERATED
Jun 1, 1:31 AMAudit: Recorded 3 reasoning factors.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:30 AMAudit: Outcome score 58 with 3430 revenue influenced.
OUTCOME_EVENT_CREATED
Jun 1, 1:30 AMAudit: Recorded 2 outcome events.
STAGE_TRANSITION_CREATED
Jun 1, 1:30 AMAudit: Advanced from new to contact attempted based on workflow outcomes.
REVENUE_ATTRIBUTED
Jun 1, 1:30 AMAudit: Attributed 3430 gross influence. The workflow moved the opportunity forward.
WORKFLOW_STARTED
Jun 1, 1:30 AMAudit: Workflow simulation started.
WORKFLOW_COMPLETED
Jun 1, 1:30 AMAudit: Workflow completed.
ACTION_EXECUTED
Jun 1, 1:30 AMAudit: Create Task executed in simulation. Nothing was sent.
ACTION_ALLOWED
Jun 1, 1:30 AMAudit: Create Task allowed: A human task does not require channel consent.
ACTION_EXECUTED
Jun 1, 1:30 AMAudit: Send Email executed in simulation. Nothing was sent.
ACTION_ALLOWED
Jun 1, 1:30 AMAudit: Send Email allowed: email consent is present, so the action is allowed.
ACTION_EXECUTED
Jun 1, 1:30 AMAudit: Send SMS executed in simulation. Nothing was sent.
ACTION_ALLOWED
Jun 1, 1:30 AMAudit: Send SMS allowed: SMS consent is present, so the action is allowed.
Avery Thompson
home services
Recent signals
Active opportunity
Central AC replacement estimate
Last action
Queued estimate scheduling SMS (145d ago)
Attribution
The workflow moved the opportunity forward.
Central AC replacement estimate
Avery Thompson
Spring tune-up offer
Avery Thompson