Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
home services
Scores
Intent 56 ; Opp 98 ; Eng 14
Consent
Revenue impact
$0 attributed
VOICE_COMPLIANCE_BLOCKED
Jun 1, 1:33 AMAudit: Customer has opted out of all contact.
VOICE_PLAN_CREATED
Jun 1, 1:33 AMAudit: Created a standard priority voice plan for Sofia Reyes.
AI_REVIEW_REQUIRED
Jun 1, 1:32 AMAudit: Review required: Confidence below threshold, Compliance risk.
AI_RECOMMENDATION_CREATED
Jun 1, 1:32 AMAudit: Generated Pause outreach for Sofia Reyes.
AI_EXPLANATION_GENERATED
Jun 1, 1:32 AMAudit: Recorded 3 reasoning factors.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 15 with 0 revenue influenced.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 1 outcome events.
STAGE_TRANSITION_CREATED
Jun 1, 1:31 AMAudit: Advanced from contact attempted to dormant based on workflow outcomes.
System replacement
Jun 1, 1:31 AMOpportunity: Stage: dormant
Compliance Stop
Jun 1, 1:31 AMOutcome: Customer opted out, so outreach stopped. (100% confidence)
WORKFLOW_STARTED
Jun 1, 1:31 AMAudit: Workflow simulation started.
WORKFLOW_COMPLETED
Jun 1, 1:31 AMAudit: Workflow paused.
ACTION_EXECUTED
Jun 1, 1:31 AMAudit: Outreach paused.
Opt-out stop workflow
Jun 1, 1:31 AMWorkflow run: Outcome: paused (1 executed, 0 blocked)
Seasonal reminder
May 29, 8:14 PMSignal: Seasonal maintenance is due before peak demand.
Sales Opportunity
May 29, 8:14 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Service Revenue Opportunity
May 29, 8:14 PMDetected opportunity: Vehicle service is due, indicating recurring service revenue (72% confidence)
Pause Outreach
May 29, 8:14 PMRecommendation: Customer opted out, so all outreach is paused.
Customer opted out
May 29, 8:14 PMRisk flag: Pauses all outreach
Estimate submitted
May 29, 7:14 PMSignal: Homeowner requested an estimate for a central air replacement.
Sofia Reyes
home services
Recent signals
Active opportunity
None
Last action
Generated by simulation (145d ago)
Attribution
No revenue attribution recorded.
System replacement
Sofia Reyes