Loading SignalFlow

SignalFlow

Revenue OS

Dashboard Revenue Command Center Intelligence Signals Customers Opportunities Action Graph Orchestrator Revenue Engine AI Center Review Queue Voice Command Center Provider Management Provider Sandbox Scenarios Simulation Center Executive Insights Demo Walkthrough Communications Vertical Packs Audit Settings

Phase 0 foundation. Typed mock data and mock provider boundaries only.

Demo modeNo live SMS, email, or voice. Mock providers only. No real customer data.

Customers

Customer intelligence records

OverviewSDSignalFlow Demo OrganizationOwner (demo auth)

Customer intelligence

A unified record for each customer, including channels, consent, recent signals, active opportunity, and risk flags.

Search customers

Sort

Name Recent activity

Vertical

All Automotive Dental Home services Legal intake Insurance Medical

Consent state

All Granted Needs review Blocked Opted out

Showing 12 of 79 customersClear filters

Grace Bauer

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Lead form submitted
Trade appraisal submitted
Recall notice

Active opportunity

Vehicle purchase

Last action

Generated by simulation (145d ago)

Grace Espinoza

dental

Consent granted

Consent granted

Consent granted

Recent signals

Missed appointment
Treatment plan pending

Active opportunity

None

Last action

Generated by simulation (145d ago)

Grace Mills

legal intake

Consent granted

Consent granted

Consent granted

Recent signals

Website intake

Active opportunity

None

Last action

Generated by simulation (145d ago)

Advice boundary review required

Hannah Hale

insurance

Consent granted

Consent granted

Consent granted

Recent signals

Quote requested
Renewal approaching

Active opportunity

New policy

Last action

Generated by simulation (145d ago)

Hannah Hale

dental

Consent granted

Consent granted

Consent granted

Recent signals

Overdue cleaning
Missed appointment

Active opportunity

Treatment plan acceptance

Last action

Generated by simulation (145d ago)

Hugo Donovan

dental

Consent granted

Consent granted

Consent granted

Recent signals

Insurance verification
Overdue cleaning
Treatment plan pending

Active opportunity

Treatment plan acceptance

Last action

Generated by simulation (145d ago)

Hugo Marsh

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Trade appraisal submitted

Active opportunity

None

Last action

Generated by simulation (145d ago)

Hugo Mills

dental

Consent granted

Consent granted

Consent granted

Recent signals

Overdue cleaning
Missed appointment
Insurance verification

Active opportunity

Treatment plan acceptance

Last action

Generated by simulation (145d ago)

Hugo Ramirez

dental

Consent granted

Consent granted

Consent granted

Recent signals

Insurance verification

Active opportunity

None

Last action

Generated by simulation (145d ago)

Jordan Brooks

insurance

Consent granted

Consent granted

Consent granted

Recent signals

Coverage inquiry
Missed agent call

Active opportunity

Policy renewal

Last action

Generated by simulation (145d ago)

Jordan Khan

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Vehicle detail viewed
Missed sales call
Trade appraisal submitted

Active opportunity

Trade equity

Last action

Generated by simulation (145d ago)

Jordan Marsh

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Vehicle detail viewed
Recall notice
Service due

Active opportunity

Service revenue

Last action

Generated by simulation (145d ago)

PreviousPage 3 of 7Next