Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
legal intake
Scores
Intent 74 ; Opp 81 ; Eng 76
Consent
Revenue impact
$4,487 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 high priority voice plan for Lena Petrov.
AI_RECOMMENDATION_CREATED
Jun 1, 1:32 AMAudit: Generated Appointment outreach for Lena Petrov.
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.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 3 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 4487 gross influence. The workflow scheduled an appointment that advances revenue.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 88 with 4487 revenue influenced.
RECOVERED attribution
Jun 1, 1:31 AMRevenue: The workflow scheduled an appointment that advances revenue. Estimated 4487 gross influence.
Case retainer
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)
Appointment Scheduled
Jun 1, 1:31 AMOutcome: An appointment booking action executed in simulation. (80% 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: 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.
ACTION_ALLOWED
Jun 1, 1:31 AMAudit: Book Appointment allowed: This action 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: Book Appointment 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.
Appointment booking follow-up
Jun 1, 1:31 AMWorkflow run: Outcome: completed (3 executed, 0 blocked)
Consultation request
May 29, 8:14 PMSignal: Prospective client requested an initial consultation.
Consultation Opportunity
May 29, 8:14 PMDetected opportunity: Customer requested a consultation (80% confidence)
Sales Opportunity
May 29, 8:14 PMDetected opportunity: A new lead entered the system (64% confidence)
Book Appointment
May 29, 8:14 PMRecommendation: Customer signaled appointment intent.
Advice boundary review required
May 29, 8:14 PMRisk flag: Adds caution to outreach decisions
Repeated no response
May 29, 8:14 PMRisk flag: Lowers engagement and slows outreach cadence
Website intake
May 29, 7:14 PMSignal: Prospective client submitted a website intake form.
Referral received
May 29, 6:14 PMSignal: A partner referral opened and clicked the intake follow-up.
Lena Petrov
legal intake
Recent signals
Active opportunity
Case retainer
Last action
Generated by simulation (145d ago)
Attribution
The workflow scheduled an appointment that advances revenue.
Case retainer
Lena Petrov