Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
legal intake
Scores
Intent 41 ; Opp 73 ; Eng 60
Consent
Revenue impact
$1,010 attributed
VOICE_COMPLIANCE_NEEDS_REVIEW
Jun 1, 1:32 AMAudit: Sensitive vertical. A human must approve before this call can proceed.
VOICE_PLAN_CREATED
Jun 1, 1:32 AMAudit: Created a standard priority voice plan for Paloma Castillo.
AI_RECOMMENDATION_CREATED
Jun 1, 1:32 AMAudit: Generated Appointment outreach for Paloma Castillo.
AI_REVIEW_REQUIRED
Jun 1, 1:32 AMAudit: Review required: Confidence below threshold, Legal intake.
AI_EXPLANATION_GENERATED
Jun 1, 1:32 AMAudit: Recorded 4 reasoning factors.
REVENUE_ATTRIBUTED
Jun 1, 1:31 AMAudit: Attributed 1010 gross influence. Routing to a human reduced the risk of losing the opportunity.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 2 outcome events.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 58 with 1010 revenue influenced.
PREVENTED_LOSS attribution
Jun 1, 1:31 AMRevenue: Routing to a human reduced the risk of losing the opportunity. Estimated 1010 gross influence.
Email Opened
Jun 1, 1:31 AMOutcome: Email was delivered and engagement is inferred from intent. (70% 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: 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.
ACTION_EXECUTED
Jun 1, 1:31 AMAudit: Create Task executed in simulation. Nothing was sent.
WORKFLOW_STARTED
Jun 1, 1:31 AMAudit: Workflow simulation started.
Standard follow-up workflow
Jun 1, 1:31 AMWorkflow run: Outcome: completed (2 executed, 0 blocked)
Website intake
May 29, 8:15 PMSignal: Prospective client submitted a website intake form.
Initial consultation
May 29, 8:15 PMOpportunity: Stage: contact-attempted
Sales Opportunity
May 29, 8:15 PMDetected opportunity: A new lead entered the system (64% confidence)
Create Task
May 29, 8:15 PMRecommendation: Maintain momentum with a timely follow-up.
Advice boundary review required
May 29, 8:15 PMRisk flag: Adds caution to outreach decisions
Repeated no response
May 29, 8:15 PMRisk flag: Lowers engagement and slows outreach cadence
Referral received
May 29, 7:15 PMSignal: A partner referral opened and clicked the intake follow-up.
Paloma Castillo
legal intake
Recent signals
Active opportunity
Initial consultation
Last action
Generated by simulation (145d ago)
Attribution
Routing to a human reduced the risk of losing the opportunity.
Initial consultation
Paloma Castillo