Lena Chen

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

Vertical

dental

Scores

Intent 45 ; Opp 63 ; Eng 41

Consent

Consent granted

Revenue impact

$47 attributed

Activity timeline1 of 28 events

Filter events

All Business Audit AI and review Workflow Revenue

Human review workflow
Jun 1, 1:31 AM
Workflow run: Outcome: completed (2 executed, 0 blocked)

Lena Chen

dental

Prefers email

sms

Consent granted

voice

Consent granted

Recent signals

Treatment plan pending
Missed appointment

Active opportunity

Recall cleaning and exam

Last action

Generated by simulation (145d ago)

IntelligenceFull profile

Intent45

Opportunity63

Engagement41

Medium priority

Needs Human Review

Workflow runs

Human review workflow

2 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Assisted

$47

The workflow made contact but did not yet move the stage.

45%

Opportunities

Recall cleaning and exam

Lena Chen

$235

Intent score58

Dental desk145d ago

Contact Attempted