Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 41 ; Opp 63 ; Eng 33
Consent
Revenue impact
$119 attributed, $339 at risk
VOICE_CALL_SIMULATED
Jun 1, 1:32 AMAudit: Simulated call for Grace Espinoza produced NEEDS_HUMAN_FOLLOW_UP.
VOICE_PLAN_CREATED
Jun 1, 1:32 AMAudit: Created a standard priority voice plan for Grace Espinoza.
VOICE_OUTCOME_CREATED
Jun 1, 1:32 AMAudit: Customer asked a question that a human specialist should handle.
VOICE_TRANSCRIPT_CREATED
Jun 1, 1:32 AMAudit: Recorded a simulated transcript with 5 lines.
VOICE_COMPLIANCE_ALLOWED
Jun 1, 1:32 AMAudit: All voice compliance checks passed. The call may proceed.
AI_REVIEW_REQUIRED
Jun 1, 1:32 AMAudit: Review required: Policy conflict, Confidence below threshold.
AI_EXPLANATION_GENERATED
Jun 1, 1:32 AMAudit: Recorded 3 reasoning factors.
AI_RECOMMENDATION_CREATED
Jun 1, 1:32 AMAudit: Generated Human review for Grace Espinoza.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 35 with 119 revenue influenced.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 2 outcome events.
STAGE_TRANSITION_CREATED
Jun 1, 1:31 AMAudit: Advanced from contact attempted to dormant based on workflow outcomes.
REVENUE_ATTRIBUTED
Jun 1, 1:31 AMAudit: Attributed 119 gross influence. The workflow moved the opportunity forward.
MISSED_OPPORTUNITY_ESTIMATED
Jun 1, 1:31 AMAudit: Repeated outreach produced no response. Estimated 339.
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: Create Task executed in simulation. Nothing was sent.
ACTION_ALLOWED
Jun 1, 1:31 AMAudit: Create Task allowed: A human task does not require channel consent.
ACTION_EXECUTED
Jun 1, 1:31 AMAudit: Review Opportunity executed in simulation. Nothing was sent.
ACTION_ALLOWED
Jun 1, 1:31 AMAudit: Review Opportunity allowed: A human task does not require channel consent.
Grace Espinoza
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
Grace Espinoza