Sofia Petrov

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

Vertical

dental

Scores

Intent 57 ; Opp 63 ; Eng 59

Consent

Consent granted

Revenue impact

$57 attributed

Activity timeline1 of 29 events

Filter events

All Business Audit AI and review Workflow Revenue

Review Opportunity
May 29, 8:09 PM
Recommendation: A risk flag or review intent requires human review before outreach.

Sofia Petrov

dental

Prefers email

sms

Consent granted

voice

Consent granted

Recent signals

Treatment plan pending
Insurance verification
Missed appointment

Active opportunity

Recall cleaning and exam

Last action

Generated by simulation (145d ago)

IntelligenceFull profile

Intent57

Opportunity63

Engagement59

Medium priority

Needs Human Review

Workflow runs

Human review workflow

2 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Assisted

$57

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

45%

Opportunities

Recall cleaning and exam

Sofia Petrov

$287

Intent score84

Dental desk145d ago

Engaged