Felix Chen

Customer intelligence record with a unified activity timeline served from the database.

Vertical

legal intake

Scores

Intent 29 ; Opp 70 ; Eng 42

Consent

Consent granted

Revenue impact

$2,915 attributed, $9,716 at risk

Activity timeline2 of 26 events

Filter events

All Business Audit AI and review Workflow Revenue

Create Task
May 29, 8:18 PM
Recommendation: Maintain momentum with a timely follow-up.
Advice boundary review required
May 29, 8:18 PM
Risk flag: Adds caution to outreach decisions

Felix Chen

legal intake

Prefers human

sms

Consent granted

voice

Consent granted

Recent signals

Website intake

Active opportunity

None

Last action

Generated by simulation (145d ago)

Advice boundary review required

IntelligenceFull profile

Intent29

Opportunity70

Engagement42

Medium priority

Interested

Workflow runs

Standard follow-up workflow

2 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Prevented loss

$2,915

Routing to a human reduced the risk of losing the opportunity.

55%

Missed opportunity

Repeated outreach produced no response.

Recovery: Add the customer to a reactivation sequence.

$9,716

High

Opportunities

Case retainer

Felix Chen

$9,716

Intent score30

Legal Intake desk145d ago

Dormant