Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 52 ; Opp 66 ; Eng 74
Consent
Revenue impact
$1,331 attributed
VOICE_PLAN_CREATED
Jun 1, 1:32 AMAudit: Created a standard priority voice plan for Linda Delgado.
VOICE_COMPLIANCE_BLOCKED
Jun 1, 1:32 AMAudit: Prior no-response count is 3, at or above the limit of 3.
AI_REVIEW_REQUIRED
Jun 1, 1:32 AMAudit: Review required: Confidence below threshold.
AI_RECOMMENDATION_CREATED
Jun 1, 1:32 AMAudit: Generated Immediate human follow-up for Linda Delgado.
AI_EXPLANATION_GENERATED
Jun 1, 1:32 AMAudit: Recorded 4 reasoning factors.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 3 outcome events.
REVENUE_ATTRIBUTED
Jun 1, 1:31 AMAudit: Attributed 1331 gross influence. The workflow moved the opportunity forward.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 73 with 1331 revenue influenced.
STAGE_TRANSITION_CREATED
Jun 1, 1:31 AMAudit: Advanced from contact attempted to engaged based on workflow outcomes.
ACTION_EXECUTED
Jun 1, 1:31 AMAudit: Create Task executed in simulation. Nothing was sent.
WORKFLOW_STARTED
Jun 1, 1:31 AMAudit: Workflow simulation started.
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.
ACTION_EXECUTED
Jun 1, 1:31 AMAudit: Send Email executed in simulation. Nothing was sent.
ACTION_ALLOWED
Jun 1, 1:31 AMAudit: Create Task allowed: A human task does not require channel consent.
WORKFLOW_COMPLETED
Jun 1, 1:31 AMAudit: Workflow completed.
Linda Delgado
dental
Recent signals
Active opportunity
Treatment plan acceptance
Last action
Generated by simulation (145d ago)
Attribution
The workflow moved the opportunity forward.
Treatment plan acceptance
Linda Delgado