Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
home services
Scores
Intent 40 ; Opp 98 ; Eng 48
Consent
Revenue impact
$2,800 attributed, $9,332 at risk
VOICE_OUTCOME_CREATED
Jun 1, 1:32 AMAudit: Customer asked a question that a human specialist should handle.
VOICE_CALL_SIMULATED
Jun 1, 1:32 AMAudit: Simulated call for Maya Whitaker produced NEEDS_HUMAN_FOLLOW_UP.
VOICE_COMPLIANCE_ALLOWED
Jun 1, 1:32 AMAudit: All voice compliance checks passed. The call may proceed.
VOICE_PLAN_CREATED
Jun 1, 1:32 AMAudit: Created a standard priority voice plan for Maya Whitaker.
VOICE_TRANSCRIPT_CREATED
Jun 1, 1:32 AMAudit: Recorded a simulated transcript with 5 lines.
AI_RECOMMENDATION_REJECTED
Jun 1, 1:32 AMAudit: Demo Manager recorded a rejected decision.
AI_EXPLANATION_GENERATED
Jun 1, 1:32 AMAudit: Recorded 3 reasoning factors.
AI_REVIEW_REQUIRED
Jun 1, 1:32 AMAudit: Review required: Confidence below threshold.
AI_RECOMMENDATION_CREATED
Jun 1, 1:32 AMAudit: Generated Immediate human follow-up for Maya Whitaker.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 58 with 2800 revenue influenced.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 2 outcome events.
REVENUE_ATTRIBUTED
Jun 1, 1:31 AMAudit: Attributed 2800 gross influence. Routing to a human reduced the risk of losing the opportunity.
MISSED_OPPORTUNITY_ESTIMATED
Jun 1, 1:31 AMAudit: The opportunity is dormant and at risk of being lost. Estimated 9332.
Missed opportunity (high)
Jun 1, 1:31 AMMissed revenue: The opportunity is dormant and at risk of being lost. Estimated 9332. Add the customer to a reactivation sequence.
PREVENTED_LOSS attribution
Jun 1, 1:31 AMRevenue: Routing to a human reduced the risk of losing the opportunity. Estimated 2800 gross influence.
Email Opened
Jun 1, 1:31 AMOutcome: Email was delivered and engagement is inferred from intent. (45% confidence)
Human Task Created
Jun 1, 1:31 AMOutcome: A human task was created for follow-up. (90% confidence)
WORKFLOW_STARTED
Jun 1, 1:31 AMAudit: Workflow simulation started.
WORKFLOW_COMPLETED
Jun 1, 1:31 AMAudit: Workflow 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_EXECUTED
Jun 1, 1:31 AMAudit: Send Email executed in simulation. Nothing was sent.
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.
High intent purchase follow-up
Jun 1, 1:31 AMWorkflow run: Outcome: completed (3 executed, 0 blocked)
Estimate submitted
May 29, 8:05 PMSignal: Homeowner requested an estimate for a central air replacement.
System replacement
May 29, 8:05 PMOpportunity: Stage: dormant
Sales Opportunity
May 29, 8:05 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Schedule Call
May 29, 8:05 PMRecommendation: Purchase intent is best served by a direct conversation.
Maya Whitaker
home services
Recent signals
Active opportunity
None
Last action
Generated by simulation (145d ago)
Attribution
Routing to a human reduced the risk of losing the opportunity.
Missed opportunity
The opportunity is dormant and at risk of being lost.
Recovery: Add the customer to a reactivation sequence.
System replacement
Maya Whitaker