Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
home services
Scores
Intent 74 ; Opp 98 ; Eng 68
Consent
Revenue impact
$210 attributed
VOICE_COMPLIANCE_NEEDS_REVIEW
Jun 1, 1:33 AMAudit: The AI recommendation is awaiting human review.
VOICE_PLAN_CREATED
Jun 1, 1:33 AMAudit: Created a high priority voice plan for Wesley Silva.
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 Wesley Silva.
AI_EXPLANATION_GENERATED
Jun 1, 1:32 AMAudit: Recorded 5 reasoning factors.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 4 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 210 gross influence. The workflow scheduled an appointment that advances revenue.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 100 with 210 revenue influenced.
RECOVERED attribution
Jun 1, 1:31 AMRevenue: The workflow scheduled an appointment that advances revenue. Estimated 210 gross influence.
Seasonal tune-up
Jun 1, 1:31 AMOpportunity: Stage: appointment-set
Email Opened
Jun 1, 1:31 AMOutcome: Email was delivered and engagement is inferred from intent. (70% confidence)
Customer Replied
Jun 1, 1:31 AMOutcome: Engagement signals indicate the customer responded. (75% confidence)
Appointment Scheduled
Jun 1, 1:31 AMOutcome: High intent and opportunity value lead to a scheduled appointment. (60% confidence)
Human Task Created
Jun 1, 1:31 AMOutcome: A human task was created for follow-up. (90% confidence)
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.
High intent purchase follow-up
Jun 1, 1:31 AMWorkflow run: Outcome: completed (3 executed, 0 blocked)
Seasonal reminder
May 29, 7:59 PMSignal: Seasonal maintenance is due before peak demand.
Customer reply
May 29, 7:59 PMCommunication: Customer engaged with the simulated outreach.
Sales Opportunity
May 29, 7:59 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Service Revenue Opportunity
May 29, 7:59 PMDetected opportunity: Vehicle service is due, indicating recurring service revenue (72% confidence)
Schedule Call
May 29, 7:59 PMRecommendation: Purchase intent is best served by a direct conversation.
Estimate submitted
May 29, 6:59 PMSignal: Homeowner requested an estimate for a central air replacement.
Warranty expiring
May 29, 5:59 PMSignal: An equipment warranty is approaching expiration.
Wesley Silva
home services
Recent signals
Active opportunity
Seasonal tune-up
Last action
Generated by simulation (145d ago)
Attribution
The workflow scheduled an appointment that advances revenue.
Seasonal tune-up
Wesley Silva