Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 14 ; Opp 55 ; Eng 58
Consent
Revenue impact
$557 attributed, $1,114 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 low priority voice plan for Lena Thompson.
VOICE_OUTCOME_CREATED
Jun 1, 1:32 AMAudit: Customer indicated they are not interested at this 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 Lena Thompson produced CUSTOMER_NOT_INTERESTED.
AI_RECOMMENDATION_REJECTED
Jun 1, 1:32 AMAudit: Demo Manager recorded a rejected decision.
AI_RECOMMENDATION_CREATED
Jun 1, 1:32 AMAudit: Generated Nurture sequence for Lena Thompson.
AI_EXPLANATION_GENERATED
Jun 1, 1:32 AMAudit: Recorded 2 reasoning factors.
AI_REVIEW_REQUIRED
Jun 1, 1:32 AMAudit: Review required: Confidence below threshold.
MISSED_OPPORTUNITY_ESTIMATED
Jun 1, 1:31 AMAudit: The opportunity is dormant and at risk of being lost. Estimated 1114.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 2 outcome events.
STAGE_TRANSITION_CREATED
Jun 1, 1:31 AMAudit: Advanced from dormant to reactivated based on workflow outcomes.
REVENUE_ATTRIBUTED
Jun 1, 1:31 AMAudit: Attributed 557 gross influence. A dormant opportunity was reactivated by the workflow.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 63 with 557 revenue influenced.
Missed opportunity (low)
Jun 1, 1:31 AMMissed revenue: The opportunity is dormant and at risk of being lost. Estimated 1114. Add the customer to a reactivation sequence.
RECOVERED attribution
Jun 1, 1:31 AMRevenue: A dormant opportunity was reactivated by the workflow. Estimated 557 gross influence.
Treatment plan acceptance
Jun 1, 1:31 AMOpportunity: Stage: reactivated
Email Opened
Jun 1, 1:31 AMOutcome: Email was delivered and engagement is inferred from intent. (70% confidence)
Customer Replied
Jun 1, 1:31 AMOutcome: Engagement signals indicate the customer responded. (75% confidence)
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: 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: Send Email allowed: email consent is present, so the action is allowed.
Standard follow-up workflow
Jun 1, 1:31 AMWorkflow run: Outcome: completed (2 executed, 0 blocked)
Insurance verification
May 29, 8:12 PMSignal: Patient opened and clicked an insurance verification reminder.
Customer reply
May 29, 8:12 PMCommunication: Customer engaged with the simulated outreach.
Send Email
May 29, 8:12 PMRecommendation: Maintain momentum with a timely follow-up.
Lena Thompson
dental
Recent signals
Active opportunity
Treatment plan acceptance
Last action
Generated by simulation (145d ago)
Attribution
A dormant opportunity was reactivated by the workflow.
Missed opportunity
The opportunity is dormant and at risk of being lost.
Recovery: Add the customer to a reactivation sequence.
Treatment plan acceptance
Lena Thompson