Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
legal intake
Scores
Intent 41 ; Opp 70 ; Eng 60
Consent
Revenue impact
$467 attributed
VOICE_COMPLIANCE_BLOCKED
Jun 1, 1:32 AMAudit: No voice consent is on file for this customer.
VOICE_PLAN_CREATED
Jun 1, 1:32 AMAudit: Created a standard priority voice plan for Hannah Marsh.
AI_RECOMMENDATION_CREATED
Jun 1, 1:32 AMAudit: Generated Appointment outreach for Hannah Marsh.
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 467 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 40 with 467 revenue influenced.
PREVENTED_LOSS attribution
Jun 1, 1:31 AMRevenue: Routing to a human reduced the risk of losing the opportunity. Estimated 467 gross influence.
Action Blocked
Jun 1, 1:31 AMOutcome: SEND_EMAIL was blocked by the policy layer. (100% confidence)
Human Task Created
Jun 1, 1:31 AMOutcome: A human task was created for follow-up. (90% confidence)
WORKFLOW_STARTED
Jun 1, 1:31 AMAudit: Workflow simulation started.
WORKFLOW_COMPLETED
Jun 1, 1:31 AMAudit: Workflow partially-completed.
ACTION_BLOCKED
Jun 1, 1:31 AMAudit: Send Email blocked: Missing email consent blocks this action until consent is captured.
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.
Standard follow-up workflow
Jun 1, 1:31 AMWorkflow run: Outcome: partially completed (1 executed, 1 blocked)
Website intake
May 29, 8:11 PMSignal: Prospective client submitted a website intake form.
Initial consultation
May 29, 8:11 PMOpportunity: Stage: contact-attempted
Sales Opportunity
May 29, 8:11 PMDetected opportunity: A new lead entered the system (64% confidence)
Create Task
May 29, 8:11 PMRecommendation: Maintain momentum with a timely follow-up.
Advice boundary review required
May 29, 8:11 PMRisk flag: Adds caution to outreach decisions
Repeated no response
May 29, 8:11 PMRisk flag: Lowers engagement and slows outreach cadence
Referral received
May 29, 7:11 PMSignal: A partner referral opened and clicked the intake follow-up.
Hannah Marsh
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
Hannah Marsh