Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
home services
Scores
Intent 36 ; Opp 90 ; Eng 50
Consent
Revenue impact
$90 attributed
VOICE_TRANSCRIPT_CREATED
Jun 1, 1:32 AMAudit: Recorded a simulated transcript with 5 lines.
VOICE_REVENUE_ATTRIBUTED
Jun 1, 1:32 AMAudit: Attributed 45 from the simulated call. Simulated voice call kept the opportunity active.
VOICE_OUTCOME_CREATED
Jun 1, 1:32 AMAudit: Customer asked a question that a human specialist should handle.
VOICE_PLAN_CREATED
Jun 1, 1:32 AMAudit: Created a standard priority voice plan for Ethan Espinoza.
VOICE_CALL_SIMULATED
Jun 1, 1:32 AMAudit: Simulated call for Ethan Espinoza produced NEEDS_HUMAN_FOLLOW_UP.
VOICE_COMPLIANCE_ALLOWED
Jun 1, 1:32 AMAudit: All voice compliance checks passed. The call may proceed.
AI_RECOMMENDATION_REJECTED
Jun 1, 1:31 AMAudit: Demo Manager recorded a rejected decision.
AI_RECOMMENDATION_CREATED
Jun 1, 1:31 AMAudit: Generated Reactivation outreach for Ethan Espinoza.
AI_EXPLANATION_GENERATED
Jun 1, 1:31 AMAudit: Recorded 4 reasoning factors.
AI_REVIEW_REQUIRED
Jun 1, 1:31 AMAudit: Review required: Confidence below threshold.
REVENUE_ATTRIBUTED
Jun 1, 1:31 AMAudit: Attributed 90 gross influence. The workflow made contact but did not yet move the stage.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 48 with 90 revenue influenced.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 1 outcome events.
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.
WORKFLOW_STARTED
Jun 1, 1:31 AMAudit: Workflow simulation started.
ACTION_ALLOWED
Jun 1, 1:31 AMAudit: Send SMS allowed: SMS consent is present, so the action is allowed.
WORKFLOW_COMPLETED
Jun 1, 1:31 AMAudit: Workflow completed.
Ethan Espinoza
home services
Recent signals
Active opportunity
Seasonal tune-up
Last action
Generated by simulation (145d ago)
Attribution
The workflow made contact but did not yet move the stage.
Seasonal tune-up
Ethan Espinoza