Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
legal intake
Scores
Intent 29 ; Opp 70 ; Eng 42
Consent
Revenue impact
$1,199 attributed, $3,995 at risk
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 low priority voice plan for Grace Mills.
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 Grace Mills.
AI_REVIEW_REQUIRED
Jun 1, 1:32 AMAudit: Review required: Confidence below threshold, Legal intake.
AI_EXPLANATION_GENERATED
Jun 1, 1:32 AMAudit: Recorded 2 reasoning factors.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 43 with 1199 revenue influenced.
OUTCOME_EVENT_CREATED
Jun 1, 1:31 AMAudit: Recorded 3 outcome events.
REVENUE_ATTRIBUTED
Jun 1, 1:31 AMAudit: Attributed 1199 gross influence. Routing to a human reduced the risk of losing the opportunity.
MISSED_OPPORTUNITY_ESTIMATED
Jun 1, 1:31 AMAudit: Repeated outreach produced no response. Estimated 3995.
Missed opportunity (medium)
Jun 1, 1:31 AMMissed revenue: Repeated outreach produced no response. Estimated 3995. Add the customer to a reactivation sequence.
PREVENTED_LOSS attribution
Jun 1, 1:31 AMRevenue: Routing to a human reduced the risk of losing the opportunity. Estimated 1199 gross influence.
Email Opened
Jun 1, 1:31 AMOutcome: Email was delivered and engagement is inferred from intent. (45% confidence)
Human Task Created
Jun 1, 1:31 AMOutcome: A human task was created for follow-up. (90% confidence)
No Response
Jun 1, 1:31 AMOutcome: No engagement was observed after the workflow ran. (60% confidence)
WORKFLOW_STARTED
Jun 1, 1:31 AMAudit: Workflow simulation started.
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.
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: completed (2 executed, 0 blocked)
Website intake
May 29, 8:08 PMSignal: Prospective client submitted a website intake form.
Initial consultation
May 29, 8:08 PMOpportunity: Stage: dormant
Sales Opportunity
May 29, 8:08 PMDetected opportunity: A new lead entered the system (64% confidence)
Create Task
May 29, 8:08 PMRecommendation: Maintain momentum with a timely follow-up.
Advice boundary review required
May 29, 8:08 PMRisk flag: Adds caution to outreach decisions
Grace Mills
legal intake
Recent signals
Active opportunity
None
Last action
Generated by simulation (145d ago)
Attribution
Routing to a human reduced the risk of losing the opportunity.
Missed opportunity
Repeated outreach produced no response.
Recovery: Add the customer to a reactivation sequence.
Initial consultation
Grace Mills