Grace Espinoza

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

Vertical

dental

Scores

Intent 41 ; Opp 63 ; Eng 33

Consent

Consent granted

Revenue impact

$119 attributed, $339 at risk

Activity timeline1 of 30 events

Filter events

All Business Audit AI and review Workflow Revenue

Human review workflow
Jun 1, 1:31 AM
Workflow run: Outcome: completed (2 executed, 0 blocked)

Grace Espinoza

dental

Prefers email

sms

Consent granted

voice

Consent granted

Recent signals

Missed appointment
Treatment plan pending

Active opportunity

None

Last action

Generated by simulation (145d ago)

IntelligenceFull profile

Intent41

Opportunity63

Engagement33

Medium priority

Needs Human Review

Workflow runs

Human review workflow

2 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Influenced

$119

The workflow moved the opportunity forward.

60%

Missed opportunity

Repeated outreach produced no response.

Recovery: Schedule a follow-up touch on the preferred channel.

$339

Medium

Opportunities

Recall cleaning and exam

Grace Espinoza

$339

Intent score58

Dental desk143d ago

Dormant