Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 26 ; Opp 58 ; Eng 31
Consent
Revenue impact
$543 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 Jordan Frost.
AI_REVIEW_COMPLETED
Jun 1, 1:32 AMAudit: Demo Owner recorded a escalated decision.
AI_RECOMMENDATION_CREATED
Jun 1, 1:32 AMAudit: Generated Human review for Jordan Frost.
AI_REVIEW_REQUIRED
Jun 1, 1:32 AMAudit: Review required: Policy conflict, Confidence below threshold.
AI_EXPLANATION_GENERATED
Jun 1, 1:32 AMAudit: Recorded 2 reasoning factors.
REVENUE_ATTRIBUTED
Jun 1, 1:31 AMAudit: Attributed 543 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 50 with 543 revenue influenced.
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: Create Task executed in simulation. Nothing was sent.
ACTION_ALLOWED
Jun 1, 1:31 AMAudit: Create Task allowed: A human task does not require channel consent.
ACTION_EXECUTED
Jun 1, 1:31 AMAudit: Review Opportunity executed in simulation. Nothing was sent.
ACTION_ALLOWED
Jun 1, 1:31 AMAudit: Review Opportunity allowed: A human task does not require channel consent.
Jordan Frost
dental
Recent signals
Active opportunity
Treatment plan acceptance
Last action
Generated by simulation (145d ago)
Attribution
The workflow made contact but did not yet move the stage.
Treatment plan acceptance
Jordan Frost