Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
home services
Scores
Intent 58 ; Opp 98 ; Eng 54
Consent
Revenue impact
$76 attributed
VOICE_COMPLIANCE_BLOCKED
Jun 1, 1:32 AMAudit: No voice consent is on file for this customer.
VOICE_PLAN_CREATED
Jun 1, 1:32 AMAudit: Created a standard priority voice plan for Maya Marsh.
AI_RECOMMENDATION_CREATED
Jun 1, 1:32 AMAudit: Generated Immediate human follow-up for Maya Marsh.
AI_REVIEW_REQUIRED
Jun 1, 1:32 AMAudit: Review required: Confidence below threshold.
AI_EXPLANATION_GENERATED
Jun 1, 1:32 AMAudit: Recorded 3 reasoning factors.
REVENUE_ATTRIBUTED
Jun 1, 1:31 AMAudit: Attributed 76 gross influence. Routing to a human reduced the risk of losing the opportunity.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 3 outcome events.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 30 with 76 revenue influenced.
PREVENTED_LOSS attribution
Jun 1, 1:31 AMRevenue: Routing to a human reduced the risk of losing the opportunity. Estimated 76 gross influence.
Action Blocked
Jun 1, 1:31 AMOutcome: SEND_SMS was blocked by the policy layer. (100% confidence)
Action Blocked
Jun 1, 1:31 AMOutcome: SEND_EMAIL was blocked by the policy layer. (100% confidence)
Human Task Created
Jun 1, 1:31 AMOutcome: A human task was created for follow-up. (90% confidence)
ACTION_BLOCKED
Jun 1, 1:31 AMAudit: Send SMS blocked: Missing SMS consent blocks this action until consent is captured.
WORKFLOW_COMPLETED
Jun 1, 1:31 AMAudit: Workflow partially-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_BLOCKED
Jun 1, 1:31 AMAudit: Send Email blocked: Missing email consent blocks this action until consent is captured.
WORKFLOW_STARTED
Jun 1, 1:31 AMAudit: Workflow simulation started.
High intent purchase follow-up
Jun 1, 1:31 AMWorkflow run: Outcome: partially completed (1 executed, 2 blocked)
Estimate submitted
May 29, 8:15 PMSignal: Homeowner requested an estimate for a central air replacement.
Seasonal tune-up
May 29, 8:15 PMOpportunity: Stage: contact-attempted
Sales Opportunity
May 29, 8:15 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Service Revenue Opportunity
May 29, 8:15 PMDetected opportunity: Vehicle service is due, indicating recurring service revenue (72% confidence)
Schedule Call
May 29, 8:15 PMRecommendation: Purchase intent is best served by a direct conversation.
Repeated no response
May 29, 8:15 PMRisk flag: Lowers engagement and slows outreach cadence
Seasonal reminder
May 29, 7:15 PMSignal: Seasonal maintenance is due before peak demand.
Maya Marsh
home services
Recent signals
Active opportunity
Seasonal tune-up
Last action
Generated by simulation (145d ago)
Attribution
Routing to a human reduced the risk of losing the opportunity.
Seasonal tune-up
Maya Marsh