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
$2,235 attributed
VOICE_COMPLIANCE_NEEDS_REVIEW
Jun 1, 1:33 AMAudit: Sensitive vertical. A human must approve before this call can proceed.
VOICE_PLAN_CREATED
Jun 1, 1:33 AMAudit: Created a high priority voice plan for Trevor Romano.
AI_RECOMMENDATION_REJECTED
Jun 1, 1:32 AMAudit: Demo Manager recorded a rejected decision.
AI_RECOMMENDATION_CREATED
Jun 1, 1:32 AMAudit: Generated Appointment outreach for Trevor Romano.
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.
STAGE_TRANSITION_CREATED
Jun 1, 1:31 AMAudit: Advanced from engaged to appointment set based on workflow outcomes.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 3 outcome events.
REVENUE_ATTRIBUTED
Jun 1, 1:31 AMAudit: Attributed 2235 gross influence. The workflow scheduled an appointment that advances revenue.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 88 with 2235 revenue influenced.
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_EXECUTED
Jun 1, 1:31 AMAudit: Book Appointment executed in simulation. Nothing was sent.
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.
WORKFLOW_COMPLETED
Jun 1, 1:31 AMAudit: Workflow completed.
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.
Trevor Romano
legal intake
Recent signals
Active opportunity
Initial consultation
Last action
Generated by simulation (145d ago)
Attribution
The workflow scheduled an appointment that advances revenue.
Initial consultation
Trevor Romano