Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
home services
Scores
Intent 74 ; Opp 100 ; Eng 60
Consent
Revenue impact
$6,757 attributed
VOICE_COMPLIANCE_BLOCKED
Jun 1, 1:33 AMAudit: Quiet hours are active for this customer.
VOICE_PLAN_CREATED
Jun 1, 1:33 AMAudit: Created a high priority voice plan for Yusuf Castillo.
AI_RECOMMENDATION_APPROVED
Jun 1, 1:32 AMAudit: Demo Manager recorded a approved decision.
AI_RECOMMENDATION_CREATED
Jun 1, 1:32 AMAudit: Generated Immediate human follow-up for Yusuf Castillo.
AI_EXPLANATION_GENERATED
Jun 1, 1:32 AMAudit: Recorded 5 reasoning factors.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 3 outcome events.
STAGE_TRANSITION_CREATED
Jun 1, 1:31 AMAudit: Advanced from engaged to appointment set based on workflow outcomes.
REVENUE_ATTRIBUTED
Jun 1, 1:31 AMAudit: Attributed 6757 gross influence. The workflow scheduled an appointment that advances revenue.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 88 with 6757 revenue influenced.
ACTION_ALLOWED
Jun 1, 1:31 AMAudit: Send Email allowed: email consent is present, so the action is allowed.
ACTION_EXECUTED
Jun 1, 1:31 AMAudit: Send SMS executed in simulation. Nothing was sent.
ACTION_ALLOWED
Jun 1, 1:31 AMAudit: Send SMS allowed: SMS consent is present, so the action is allowed.
ACTION_ALLOWED
Jun 1, 1:31 AMAudit: Create Task allowed: A human task does not require channel consent.
ACTION_EXECUTED
Jun 1, 1:31 AMAudit: Send Email executed in simulation. Nothing was sent.
ACTION_EXECUTED
Jun 1, 1:31 AMAudit: Create Task executed in simulation. Nothing was sent.
WORKFLOW_COMPLETED
Jun 1, 1:31 AMAudit: Workflow completed.
WORKFLOW_STARTED
Jun 1, 1:31 AMAudit: Workflow simulation started.
Yusuf Castillo
home services
Recent signals
Active opportunity
System replacement
Last action
Generated by simulation (145d ago)
Attribution
The workflow scheduled an appointment that advances revenue.
System replacement
Yusuf Castillo