Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
dental
Scores
Intent 37 ; Opp 55 ; Eng 41
Consent
Revenue impact
$1,045 attributed, $2,985 at risk
VOICE_COMPLIANCE_NEEDS_REVIEW
Jun 1, 1:32 AMAudit: The AI recommendation is awaiting human review.
VOICE_PLAN_CREATED
Jun 1, 1:32 AMAudit: Created a standard priority voice plan for Andre Nair.
AI_RECOMMENDATION_CREATED
Jun 1, 1:31 AMAudit: Generated Human review for Andre Nair.
AI_REVIEW_REQUIRED
Jun 1, 1:31 AMAudit: Review required: Policy conflict, Confidence below threshold.
AI_EXPLANATION_GENERATED
Jun 1, 1:31 AMAudit: Recorded 3 reasoning factors.
REVENUE_ATTRIBUTED
Jun 1, 1:30 AMAudit: Attributed 1045 gross influence. The workflow moved the opportunity forward.
OUTCOME_EVENT_CREATED
Jun 1, 1:30 AMAudit: Recorded 2 outcome events.
STAGE_TRANSITION_CREATED
Jun 1, 1:30 AMAudit: Advanced from engaged to dormant based on workflow outcomes.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:30 AMAudit: Outcome score 35 with 1045 revenue influenced.
MISSED_OPPORTUNITY_ESTIMATED
Jun 1, 1:30 AMAudit: Repeated outreach produced no response. Estimated 2985.
Missed opportunity (medium)
Jun 1, 1:30 AMMissed revenue: Repeated outreach produced no response. Estimated 2985. Schedule a follow-up touch on the preferred channel.
INFLUENCED attribution
Jun 1, 1:30 AMRevenue: The workflow moved the opportunity forward. Estimated 1045 gross influence.
Treatment plan acceptance
Jun 1, 1:30 AMOpportunity: Stage: dormant
Human Task Created
Jun 1, 1:30 AMOutcome: A human task was created for follow-up. (90% confidence)
No Response
Jun 1, 1:30 AMOutcome: No engagement was observed after the workflow ran. (60% confidence)
ACTION_ALLOWED
Jun 1, 1:30 AMAudit: Review Opportunity allowed: A human task does not require channel consent.
WORKFLOW_COMPLETED
Jun 1, 1:30 AMAudit: Workflow completed.
ACTION_EXECUTED
Jun 1, 1:30 AMAudit: Create Task executed in simulation. Nothing was sent.
ACTION_ALLOWED
Jun 1, 1:30 AMAudit: Create Task allowed: A human task does not require channel consent.
WORKFLOW_STARTED
Jun 1, 1:30 AMAudit: Workflow simulation started.
ACTION_EXECUTED
Jun 1, 1:30 AMAudit: Review Opportunity executed in simulation. Nothing was sent.
Human review workflow
Jun 1, 1:30 AMWorkflow run: Outcome: completed (2 executed, 0 blocked)
Insurance verification
May 29, 7:59 PMSignal: Patient opened and clicked an insurance verification reminder.
Appointment Opportunity
May 29, 7:59 PMDetected opportunity: Patient is overdue for a recall visit (68% confidence)
Review Opportunity
May 29, 7:59 PMRecommendation: A risk flag or review intent requires human review before outreach.
Repeated no response
May 29, 7:59 PMRisk flag: Lowers engagement and slows outreach cadence
Overdue cleaning
May 29, 6:59 PMSignal: Patient is overdue for a recall cleaning by several months.
Missed appointment
May 29, 5:59 PMSignal: Patient missed a scheduled hygiene appointment.
Andre Nair
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.
Treatment plan acceptance
Andre Nair