Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 32 ; Opp 55 ; Eng 56
Consent
Revenue impact
$96 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 low priority voice plan for Priya Nair.
AI_REVIEW_COMPLETED
Jun 1, 1:32 AMAudit: Demo Owner recorded a escalated decision.
AI_RECOMMENDATION_CREATED
Jun 1, 1:32 AMAudit: Generated Nurture sequence for Priya Nair.
AI_REVIEW_REQUIRED
Jun 1, 1:32 AMAudit: Review required: Confidence below threshold.
AI_EXPLANATION_GENERATED
Jun 1, 1:32 AMAudit: Recorded 3 reasoning factors.
REVENUE_ATTRIBUTED
Jun 1, 1:31 AMAudit: Attributed 96 gross influence. The workflow made contact but did not yet move the stage.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 1 outcome events.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 48 with 96 revenue influenced.
ASSISTED attribution
Jun 1, 1:31 AMRevenue: The workflow made contact but did not yet move the stage. Estimated 96 gross influence.
Email Opened
Jun 1, 1:31 AMOutcome: Email was delivered and engagement is inferred from intent. (70% confidence)
WORKFLOW_STARTED
Jun 1, 1:31 AMAudit: Workflow simulation started.
WORKFLOW_COMPLETED
Jun 1, 1:31 AMAudit: Workflow completed.
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: 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.
Standard follow-up workflow
Jun 1, 1:31 AMWorkflow run: Outcome: completed (2 executed, 0 blocked)
Your cleaning is overdue
May 30, 11:20 AMCommunication: Hi Priya, it has been a while since your last cleaning. Here is a link to book the next open slot.
Recall cleaning and exam
May 30, 11:20 AMOpportunity: Stage: appointment-set
Email engagement
May 30, 11:10 AMSignal: Opened recall reminder twice and clicked the scheduling link.
Appointment Opportunity
May 30, 11:10 AMDetected opportunity: Patient is overdue for a recall visit (68% confidence)
Send Email
May 30, 11:10 AMRecommendation: Maintain momentum with a timely follow-up.
Elevated compliance handling
May 30, 11:10 AMRisk flag: Adds caution to outreach decisions
Repeated no response
May 30, 11:10 AMRisk flag: Lowers engagement and slows outreach cadence
Dental recall opportunity
May 30, 10:50 AMSignal: Cleaning overdue by 7 months with an unscheduled treatment plan.
Treatment plan acceptance
May 27, 1:45 PMOpportunity: Stage: won
Priya Nair
dental
Recent signals
Active opportunity
Recall cleaning and exam
Last action
Drafted recall reminder email (145d ago)
Attribution
The workflow made contact but did not yet move the stage.
Recall cleaning and exam
Priya Nair
Treatment plan acceptance
Priya Nair