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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.

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Name Recent activity

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All Automotive Dental Home services Legal intake Insurance Medical

Consent state

All Granted Needs review Blocked Opted out

Showing 12 of 79 customersClear filters

Jordan Petrov

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Recall notice
Service due
Missed sales call

Active opportunity

Trade equity

Last action

Generated by simulation (145d ago)

Jordan Romano

dental

Consent granted

Consent granted

Consent granted

Recent signals

Insurance verification
Missed appointment
Treatment plan pending

Active opportunity

Treatment plan acceptance

Last action

Generated by simulation (145d ago)

Jordan Thompson

home services

Consent granted

Consent granted

Consent granted

Recent signals

Seasonal reminder
Missed call
Estimate submitted

Active opportunity

Seasonal tune-up

Last action

Generated by simulation (145d ago)

Lena Bauer

dental

Consent granted

Consent granted

Consent granted

Recent signals

Overdue cleaning
Missed appointment

Active opportunity

None

Last action

Generated by simulation (145d ago)

Lena Chen

dental

Consent granted

Consent granted

Consent granted

Recent signals

Treatment plan pending
Missed appointment

Active opportunity

Recall cleaning and exam

Last action

Generated by simulation (145d ago)

Lena Petrov

legal intake

Consent granted

Consent granted

Consent granted

Recent signals

Consultation request
Website intake
Referral received

Active opportunity

Case retainer

Last action

Generated by simulation (145d ago)

Advice boundary review required

Lena Ramirez

home services

Consent granted

Consent granted

Consent granted

Recent signals

Estimate submitted
Missed call
Warranty expiring

Active opportunity

System replacement

Last action

Generated by simulation (145d ago)

Lena Thompson

dental

Consent granted

Consent granted

Consent granted

Recent signals

Insurance verification

Active opportunity

Treatment plan acceptance

Last action

Generated by simulation (145d ago)

Linda Delgado

dental

Consent granted

Consent granted

Consent granted

Recent signals

Treatment plan pending
Insurance verification

Active opportunity

Treatment plan acceptance

Last action

Generated by simulation (145d ago)

Linda Mills

home services

Consent granted

Consent granted

Consent granted

Recent signals

Seasonal reminder
Estimate submitted

Active opportunity

System replacement

Last action

Generated by simulation (145d ago)

Linda Park

insurance

Consent granted

Consent granted

Consent granted

Recent signals

Renewal approaching
Missed agent call

Active opportunity

New policy

Last action

Generated by simulation (145d ago)

Maya Holloway

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)

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