Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
home services
Scores
Intent 40 ; Opp 100 ; Eng 56
Consent
Revenue impact
$4,532 attributed, $9,064 at risk
VOICE_COMPLIANCE_BLOCKED
Jun 1, 1:32 AMAudit: Quiet hours are active for this customer.
VOICE_PLAN_CREATED
Jun 1, 1:32 AMAudit: Created a standard priority voice plan for Bianca Silva.
AI_RECOMMENDATION_CREATED
Jun 1, 1:31 AMAudit: Generated Immediate human follow-up for Bianca Silva.
AI_REVIEW_REQUIRED
Jun 1, 1:31 AMAudit: Review required: Confidence below threshold.
AI_EXPLANATION_GENERATED
Jun 1, 1:31 AMAudit: Recorded 3 reasoning factors.
STAGE_TRANSITION_CREATED
Jun 1, 1:30 AMAudit: Advanced from dormant to reactivated based on workflow outcomes.
OUTCOME_EVENT_CREATED
Jun 1, 1:30 AMAudit: Recorded 3 outcome events.
REVENUE_ATTRIBUTED
Jun 1, 1:30 AMAudit: Attributed 4532 gross influence. A dormant opportunity was reactivated by the workflow.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:30 AMAudit: Outcome score 73 with 4532 revenue influenced.
MISSED_OPPORTUNITY_ESTIMATED
Jun 1, 1:30 AMAudit: The opportunity is dormant and at risk of being lost. Estimated 9064.
ACTION_ALLOWED
Jun 1, 1:30 AMAudit: Send Email allowed: email consent is present, so the action is allowed.
ACTION_EXECUTED
Jun 1, 1:30 AMAudit: Send SMS executed in simulation. Nothing was sent.
ACTION_ALLOWED
Jun 1, 1:30 AMAudit: Send SMS allowed: SMS consent is present, so the action is allowed.
ACTION_ALLOWED
Jun 1, 1:30 AMAudit: Create Task allowed: A human task does not require channel consent.
ACTION_EXECUTED
Jun 1, 1:30 AMAudit: Create Task executed in simulation. Nothing was sent.
WORKFLOW_COMPLETED
Jun 1, 1:30 AMAudit: Workflow completed.
ACTION_EXECUTED
Jun 1, 1:30 AMAudit: Send Email executed in simulation. Nothing was sent.
WORKFLOW_STARTED
Jun 1, 1:30 AMAudit: Workflow simulation started.
Bianca Silva
home services
Recent signals
Active opportunity
System replacement
Last action
Generated by simulation (145d ago)
Attribution
A dormant opportunity was reactivated by the workflow.
Missed opportunity
The opportunity is dormant and at risk of being lost.
Recovery: Add the customer to a reactivation sequence.
System replacement
Bianca Silva