Hannah Hale

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

Vertical

dental

Scores

Intent 26 ; Opp 55 ; Eng 31

Consent

Consent granted

Revenue impact

$275 attributed

Activity timeline1 of 23 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)

Hannah Hale

dental

Prefers email

sms

Consent granted

voice

Consent granted

Recent signals

Overdue cleaning
Missed appointment

Active opportunity

Treatment plan acceptance

Last action

Generated by simulation (145d ago)

IntelligenceFull profile

Intent26

Opportunity55

Engagement31

Low priority

Needs Human Review

Workflow runs

Human review workflow

2 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Assisted

$275

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

45%

Opportunities

Treatment plan acceptance

Hannah Hale

$1,374

Intent score58

Dental desk145d ago

Contact Attempted