Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 33 ; Opp 58 ; Eng 64
Consent
Revenue impact
$0 attributed
VOICE_COMPLIANCE_BLOCKED
Jun 1, 1:32 AMAudit: No voice consent is on file for this customer.
VOICE_PLAN_CREATED
Jun 1, 1:32 AMAudit: Created a low priority voice plan for Denise Carter.
AI_RECOMMENDATION_REJECTED
Jun 1, 1:31 AMAudit: Demo Manager recorded a rejected decision.
AI_RECOMMENDATION_CREATED
Jun 1, 1:31 AMAudit: Generated Nurture sequence for Denise Carter.
AI_EXPLANATION_GENERATED
Jun 1, 1:31 AMAudit: Recorded 3 reasoning factors.
AI_REVIEW_REQUIRED
Jun 1, 1:31 AMAudit: Review required: Confidence below threshold.
OUTCOME_EVENT_CREATED
Jun 1, 1:30 AMAudit: Recorded 2 outcome events.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:30 AMAudit: Outcome score 20 with 0 revenue influenced.
Action Blocked
Jun 1, 1:30 AMOutcome: SEND_EMAIL was blocked by the policy layer. (100% confidence)
Action Blocked
Jun 1, 1:30 AMOutcome: SEND_EMAIL was blocked by the policy layer. (100% confidence)
WORKFLOW_STARTED
Jun 1, 1:30 AMAudit: Workflow simulation started.
ACTION_BLOCKED
Jun 1, 1:30 AMAudit: Send Email blocked: Missing email consent blocks this action until consent is captured.
ACTION_BLOCKED
Jun 1, 1:30 AMAudit: Send Email blocked: Missing email consent blocks this action until consent is captured.
WORKFLOW_COMPLETED
Jun 1, 1:30 AMAudit: Workflow blocked.
Standard follow-up workflow
Jun 1, 1:30 AMWorkflow run: Outcome: blocked (0 executed, 2 blocked)
Overdue cleaning
May 29, 8:08 PMSignal: Patient is overdue for a recall cleaning by several months.
Customer reply
May 29, 8:08 PMCommunication: Customer engaged with the simulated outreach.
Treatment plan acceptance
May 29, 8:08 PMOpportunity: Stage: contact-attempted
Appointment Opportunity
May 29, 8:08 PMDetected opportunity: Patient is overdue for a recall visit (68% confidence)
Send Email
May 29, 8:08 PMRecommendation: Maintain momentum with a timely follow-up.
Insurance verification
May 29, 7:08 PMSignal: Patient opened and clicked an insurance verification reminder.
Denise Carter
dental
Recent signals
Active opportunity
Treatment plan acceptance
Last action
Generated by simulation (145d ago)
Attribution
No revenue attribution recorded.
Treatment plan acceptance
Denise Carter