Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 32 ; Opp 58 ; Eng 64
Consent
Revenue impact
$0 attributed
VOICE_PLAN_CREATED
Jun 1, 1:32 AMAudit: Created a low priority voice plan for Devin Frost.
VOICE_COMPLIANCE_BLOCKED
Jun 1, 1:32 AMAudit: No voice consent is on file for this customer.
AI_EXPLANATION_GENERATED
Jun 1, 1:31 AMAudit: Recorded 3 reasoning factors.
AI_RECOMMENDATION_CREATED
Jun 1, 1:31 AMAudit: Generated Nurture sequence for Devin Frost.
AI_REVIEW_REQUIRED
Jun 1, 1:31 AMAudit: Review required: Confidence below threshold.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 20 with 0 revenue influenced.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 2 outcome events.
Action Blocked
Jun 1, 1:31 AMOutcome: SEND_EMAIL was blocked by the policy layer. (100% confidence)
Action Blocked
Jun 1, 1:31 AMOutcome: SEND_EMAIL was blocked by the policy layer. (100% confidence)
WORKFLOW_STARTED
Jun 1, 1:31 AMAudit: Workflow simulation started.
WORKFLOW_COMPLETED
Jun 1, 1:31 AMAudit: Workflow blocked.
ACTION_BLOCKED
Jun 1, 1:31 AMAudit: Send Email blocked: Missing email consent blocks this action until consent is captured.
ACTION_BLOCKED
Jun 1, 1:31 AMAudit: Send Email blocked: Missing email consent blocks this action until consent is captured.
Standard follow-up workflow
Jun 1, 1:31 AMWorkflow run: Outcome: blocked (0 executed, 2 blocked)
Insurance verification
May 29, 8:17 PMSignal: Patient opened and clicked an insurance verification reminder.
Customer reply
May 29, 8:17 PMCommunication: Customer engaged with the simulated outreach.
Treatment plan acceptance
May 29, 8:17 PMOpportunity: Stage: contact-attempted
Appointment Opportunity
May 29, 8:17 PMDetected opportunity: Patient is overdue for a recall visit (68% confidence)
Send Email
May 29, 8:17 PMRecommendation: Maintain momentum with a timely follow-up.
Overdue cleaning
May 29, 7:17 PMSignal: Patient is overdue for a recall cleaning by several months.
Devin Frost
dental
Recent signals
Active opportunity
Treatment plan acceptance
Last action
Generated by simulation (145d ago)
Attribution
No revenue attribution recorded.
Treatment plan acceptance
Devin Frost