Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
legal intake
Scores
Intent 74 ; Opp 78 ; Eng 36
Consent
Revenue impact
$0 attributed
VOICE_COMPLIANCE_BLOCKED
Jun 1, 1:33 AMAudit: Customer has opted out of all contact.
VOICE_PLAN_CREATED
Jun 1, 1:33 AMAudit: Created a high priority voice plan for Sofia Park.
AI_REVIEW_REQUIRED
Jun 1, 1:32 AMAudit: Review required: Confidence below threshold, Compliance risk, Legal intake.
AI_RECOMMENDATION_CREATED
Jun 1, 1:32 AMAudit: Generated Pause outreach for Sofia Park.
AI_EXPLANATION_GENERATED
Jun 1, 1:32 AMAudit: Recorded 3 reasoning factors.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 1 outcome events.
STAGE_TRANSITION_CREATED
Jun 1, 1:31 AMAudit: Advanced from engaged to dormant based on workflow outcomes.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 15 with 0 revenue influenced.
Case retainer
Jun 1, 1:31 AMOpportunity: Stage: dormant
Compliance Stop
Jun 1, 1:31 AMOutcome: Customer opted out, so outreach stopped. (100% confidence)
WORKFLOW_COMPLETED
Jun 1, 1:31 AMAudit: Workflow paused.
ACTION_EXECUTED
Jun 1, 1:31 AMAudit: Outreach paused.
WORKFLOW_STARTED
Jun 1, 1:31 AMAudit: Workflow simulation started.
Opt-out stop workflow
Jun 1, 1:31 AMWorkflow run: Outcome: paused (1 executed, 0 blocked)
Consultation request
May 29, 8:10 PMSignal: Prospective client requested an initial consultation.
Consultation Opportunity
May 29, 8:10 PMDetected opportunity: Customer requested a consultation (80% confidence)
Sales Opportunity
May 29, 8:10 PMDetected opportunity: A new lead entered the system (64% confidence)
Pause Outreach
May 29, 8:10 PMRecommendation: Customer opted out, so all outreach is paused.
Advice boundary review required
May 29, 8:10 PMRisk flag: Adds caution to outreach decisions
Customer opted out
May 29, 8:10 PMRisk flag: Pauses all outreach
Website intake
May 29, 7:10 PMSignal: Prospective client submitted a website intake form.
Referral received
May 29, 6:10 PMSignal: A partner referral opened and clicked the intake follow-up.
Sofia Park
legal intake
Recent signals
Active opportunity
None
Last action
Generated by simulation (145d ago)
Attribution
No revenue attribution recorded.
Case retainer
Sofia Park