Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
legal intake
Scores
Intent 29 ; Opp 70 ; Eng 42
Consent
Revenue impact
$2,915 attributed, $9,716 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 low priority voice plan for Felix Chen.
AI_RECOMMENDATION_CREATED
Jun 1, 1:32 AMAudit: Generated Appointment outreach for Felix Chen.
AI_REVIEW_REQUIRED
Jun 1, 1:32 AMAudit: Review required: Confidence below threshold, Legal intake.
AI_EXPLANATION_GENERATED
Jun 1, 1:32 AMAudit: Recorded 2 reasoning factors.
REVENUE_ATTRIBUTED
Jun 1, 1:31 AMAudit: Attributed 2915 gross influence. Routing to a human reduced the risk of losing the opportunity.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 3 outcome events.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 43 with 2915 revenue influenced.
MISSED_OPPORTUNITY_ESTIMATED
Jun 1, 1:31 AMAudit: Repeated outreach produced no response. Estimated 9716.
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.
ACTION_ALLOWED
Jun 1, 1:31 AMAudit: Send Email allowed: email consent is present, so the action is allowed.
WORKFLOW_STARTED
Jun 1, 1:31 AMAudit: Workflow simulation started.
ACTION_EXECUTED
Jun 1, 1:31 AMAudit: Create Task executed in simulation. Nothing was sent.
Felix Chen
legal intake
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
Repeated outreach produced no response.
Recovery: Add the customer to a reactivation sequence.
Case retainer
Felix Chen