Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 63 ; Opp 63 ; Eng 39
Consent
Revenue impact
$136 attributed, $389 at risk
VOICE_COMPLIANCE_ALLOWED
Jun 1, 1:32 AMAudit: All voice compliance checks passed. The call may proceed.
VOICE_PLAN_CREATED
Jun 1, 1:32 AMAudit: Created a high priority voice plan for Carlos Donovan.
VOICE_OUTCOME_CREATED
Jun 1, 1:32 AMAudit: Customer asked to be called back at a better time.
VOICE_TRANSCRIPT_CREATED
Jun 1, 1:32 AMAudit: Recorded a simulated transcript with 5 lines.
VOICE_CALL_SIMULATED
Jun 1, 1:32 AMAudit: Simulated call for Carlos Donovan produced CALLBACK_REQUESTED.
AI_RECOMMENDATION_REJECTED
Jun 1, 1:31 AMAudit: Demo Manager recorded a rejected decision.
AI_RECOMMENDATION_CREATED
Jun 1, 1:31 AMAudit: Generated Human review for Carlos Donovan.
AI_EXPLANATION_GENERATED
Jun 1, 1:31 AMAudit: Recorded 3 reasoning factors.
AI_REVIEW_REQUIRED
Jun 1, 1:31 AMAudit: Review required: Policy conflict, Confidence below threshold.
MISSED_OPPORTUNITY_ESTIMATED
Jun 1, 1:30 AMAudit: Repeated outreach produced no response. Estimated 389.
OUTCOME_EVENT_CREATED
Jun 1, 1:30 AMAudit: Recorded 2 outcome events.
STAGE_TRANSITION_CREATED
Jun 1, 1:30 AMAudit: Advanced from engaged to dormant based on workflow outcomes.
REVENUE_ATTRIBUTED
Jun 1, 1:30 AMAudit: Attributed 136 gross influence. The workflow moved the opportunity forward.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:30 AMAudit: Outcome score 35 with 136 revenue influenced.
Missed opportunity (medium)
Jun 1, 1:30 AMMissed revenue: Repeated outreach produced no response. Estimated 389. Schedule a follow-up touch on the preferred channel.
INFLUENCED attribution
Jun 1, 1:30 AMRevenue: The workflow moved the opportunity forward. Estimated 136 gross influence.
Recall cleaning and exam
Jun 1, 1:30 AMOpportunity: Stage: dormant
Human Task Created
Jun 1, 1:30 AMOutcome: A human task was created for follow-up. (90% confidence)
No Response
Jun 1, 1:30 AMOutcome: No engagement was observed after the workflow ran. (60% confidence)
WORKFLOW_STARTED
Jun 1, 1:30 AMAudit: Workflow simulation started.
WORKFLOW_COMPLETED
Jun 1, 1:30 AMAudit: Workflow completed.
ACTION_EXECUTED
Jun 1, 1:30 AMAudit: Create Task executed in simulation. Nothing was sent.
ACTION_ALLOWED
Jun 1, 1:30 AMAudit: Create Task allowed: A human task does not require channel consent.
ACTION_EXECUTED
Jun 1, 1:30 AMAudit: Review Opportunity executed in simulation. Nothing was sent.
ACTION_ALLOWED
Jun 1, 1:30 AMAudit: Review Opportunity allowed: A human task does not require channel consent.
Human review workflow
Jun 1, 1:30 AMWorkflow run: Outcome: completed (2 executed, 0 blocked)
Treatment plan pending
May 29, 8:14 PMSignal: An accepted treatment plan has not yet been scheduled.
Sales Opportunity
May 29, 8:14 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Appointment Opportunity
May 29, 8:14 PMDetected opportunity: Patient is overdue for a recall visit (68% confidence)
Review Opportunity
May 29, 8:14 PMRecommendation: A risk flag or review intent requires human review before outreach.
Repeated no response
May 29, 8:14 PMRisk flag: Lowers engagement and slows outreach cadence
Overdue cleaning
May 29, 7:14 PMSignal: Patient is overdue for a recall cleaning by several months.
Missed appointment
May 29, 6:14 PMSignal: Patient missed a scheduled hygiene appointment.
Carlos Donovan
dental
Recent signals
Active opportunity
None
Last action
Generated by simulation (145d ago)
Attribution
The workflow moved the opportunity forward.
Missed opportunity
Repeated outreach produced no response.
Recovery: Schedule a follow-up touch on the preferred channel.
Recall cleaning and exam
Carlos Donovan