Sofia Chen

Customer intelligence record with a unified activity timeline served from the database.

Vertical

automotive

Scores

Intent 94 ; Opp 99 ; Eng 76

Consent

Consent granted

Revenue impact

$10,989 attributed

Activity timeline2 of 32 events

Filter events

All Business Audit AI and review Workflow Revenue

Escalate To Manager
May 29, 8:06 PM
Recommendation: High intent and high opportunity value justify immediate human follow-up.
High value opportunity
May 29, 8:06 PM
Risk flag: Raises urgency and favors human escalation

Sofia Chen

automotive

Prefers sms

sms

Consent granted

voice

Consent granted

Recent signals

Vehicle detail viewed
Lead form submitted
Trade appraisal submitted

Active opportunity

Trade equity

Last action

Generated by simulation (145d ago)

IntelligenceFull profile

Intent94

Opportunity99

Engagement76

High priority

Purchase Intent

Workflow runs

High intent purchase follow-up

2 executed, 0 blocked

Escalated

Revenue impactFull story

Attribution

Recovered

$10,989

The workflow scheduled an appointment that advances revenue.

72%

Opportunities

Trade equity

Sofia Chen

$21,977

Intent score84

Automotive desk143d ago

Appointment Set