Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
legal intake
Scores
Intent 37 ; Opp 81 ; Eng 48
Consent
Revenue impact
$1,750 attributed
VOICE_COMPLIANCE_BLOCKED
Jun 1, 1:32 AMAudit: No voice consent is on file for this customer.
VOICE_PLAN_CREATED
Jun 1, 1:32 AMAudit: Created a standard priority voice plan for Jordan Mills.
AI_RECOMMENDATION_REJECTED
Jun 1, 1:32 AMAudit: Demo Manager recorded a rejected decision.
AI_RECOMMENDATION_CREATED
Jun 1, 1:32 AMAudit: Generated Appointment outreach for Jordan Mills.
AI_REVIEW_REQUIRED
Jun 1, 1:32 AMAudit: Review required: Confidence below threshold, Legal intake.
AI_EXPLANATION_GENERATED
Jun 1, 1:32 AMAudit: Recorded 3 reasoning factors.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 2 outcome events.
STAGE_TRANSITION_CREATED
Jun 1, 1:31 AMAudit: Advanced from needs human review to appointment set based on workflow outcomes.
REVENUE_ATTRIBUTED
Jun 1, 1:31 AMAudit: Attributed 1750 gross influence. The workflow scheduled an appointment that advances revenue.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 78 with 1750 revenue influenced.
ACTION_EXECUTED
Jun 1, 1:31 AMAudit: Send Email executed in simulation. Nothing was sent.
ACTION_ALLOWED
Jun 1, 1:31 AMAudit: Send Email allowed: email consent is present, so the action is allowed.
WORKFLOW_STARTED
Jun 1, 1:31 AMAudit: Workflow simulation started.
ACTION_ALLOWED
Jun 1, 1:31 AMAudit: Book Appointment allowed: This action does not require channel consent.
ACTION_EXECUTED
Jun 1, 1:31 AMAudit: Send Email executed in simulation. Nothing was sent.
ACTION_ALLOWED
Jun 1, 1:31 AMAudit: Send Email allowed: email consent is present, so the action is allowed.
ACTION_EXECUTED
Jun 1, 1:31 AMAudit: Book Appointment executed in simulation. Nothing was sent.
WORKFLOW_COMPLETED
Jun 1, 1:31 AMAudit: Workflow completed.
HUMAN_TASK_CREATED
May 30, 10:05 AMAudit: Created intake qualification task
Jordan Mills
legal intake
Recent signals
Active opportunity
Initial consultation booking
Last action
Created human intake task (145d ago)
Attribution
The workflow scheduled an appointment that advances revenue.
Initial consultation booking
Jordan Mills