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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.

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Consent state

All Granted Needs review Blocked Opted out

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Linda Vasquez

medical

Consent granted

Consent unknown

Consent granted

Recent signals

Appointment cancellation

Active opportunity

Reschedule annual visit

Last action

Routed to human review for sensitive content (145d ago)

Protected health information