Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
legal intake
Scores
Intent 73 ; 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 Trevor Donovan.
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 Trevor Donovan.
AI_EXPLANATION_GENERATED
Jun 1, 1:32 AMAudit: Recorded 3 reasoning factors.
WORKFLOW_EFFECTIVENESS_SCORED
Jun 1, 1:31 AMAudit: Outcome score 15 with 0 revenue influenced.
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_STARTED
Jun 1, 1:31 AMAudit: Workflow simulation started.
WORKFLOW_COMPLETED
Jun 1, 1:31 AMAudit: Workflow paused.
ACTION_EXECUTED
Jun 1, 1:31 AMAudit: Outreach paused.
Trevor Donovan
legal intake
Recent signals
Active opportunity
None
Last action
Generated by simulation (145d ago)
Attribution
No revenue attribution recorded.
Initial consultation
Trevor Donovan