Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
insurance
Scores
Intent 40 ; Opp 81 ; Eng 56
Consent
Revenue impact
$1,099 attributed, $2,198 at risk
VOICE_COMPLIANCE_BLOCKED
Jun 1, 1:32 AMAudit: Quiet hours are active for this customer.
VOICE_PLAN_CREATED
Jun 1, 1:32 AMAudit: Created a standard priority voice plan for Diego Espinoza.
AI_RECOMMENDATION_REJECTED
Jun 1, 1:31 AMAudit: Demo Manager recorded a rejected decision.
AI_RECOMMENDATION_CREATED
Jun 1, 1:31 AMAudit: Generated Immediate human follow-up for Diego Espinoza.
AI_REVIEW_REQUIRED
Jun 1, 1:31 AMAudit: Review required: Confidence below threshold.
AI_EXPLANATION_GENERATED
Jun 1, 1:31 AMAudit: Recorded 3 reasoning factors.
STAGE_TRANSITION_CREATED
Jun 1, 1:31 AMAudit: Advanced from dormant to reactivated based on workflow outcomes.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 3 outcome events.
REVENUE_ATTRIBUTED
Jun 1, 1:31 AMAudit: Attributed 1099 gross influence. A dormant opportunity was reactivated by the workflow.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 73 with 1099 revenue influenced.
MISSED_OPPORTUNITY_ESTIMATED
Jun 1, 1:31 AMAudit: The opportunity is dormant and at risk of being lost. Estimated 2198.
Missed opportunity (low)
Jun 1, 1:31 AMMissed revenue: The opportunity is dormant and at risk of being lost. Estimated 2198. Add the customer to a reactivation sequence.
RECOVERED attribution
Jun 1, 1:31 AMRevenue: A dormant opportunity was reactivated by the workflow. Estimated 1099 gross influence.
New policy
Jun 1, 1:31 AMOpportunity: Stage: reactivated
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)
Human Task Created
Jun 1, 1:31 AMOutcome: A human task was created for follow-up. (90% confidence)
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_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.
WORKFLOW_COMPLETED
Jun 1, 1:31 AMAudit: Workflow completed.
ACTION_EXECUTED
Jun 1, 1:31 AMAudit: Send Email executed in simulation. Nothing was sent.
WORKFLOW_STARTED
Jun 1, 1:31 AMAudit: Workflow simulation started.
ACTION_ALLOWED
Jun 1, 1:31 AMAudit: Send Email allowed: email 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)
Quote requested
May 29, 8:15 PMSignal: Prospect requested an auto and home bundle quote.
Customer reply
May 29, 8:15 PMCommunication: Customer engaged with the simulated outreach.
Sales Opportunity
May 29, 8:15 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Schedule Call
May 29, 8:15 PMRecommendation: Purchase intent is best served by a direct conversation.
Diego Espinoza
insurance
Recent signals
Active opportunity
New policy
Last action
Generated by simulation (145d ago)
Attribution
A dormant opportunity was reactivated by the workflow.
Missed opportunity
The opportunity is dormant and at risk of being lost.
Recovery: Add the customer to a reactivation sequence.
New policy
Diego Espinoza