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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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All Automotive Dental Home services Legal intake Insurance Medical

Consent state

All Granted Needs review Blocked Opted out

Showing 12 of 25 customersClear filters

Hugo Ramirez

dental

Consent granted

Consent granted

Consent granted

Recent signals

Insurance verification

Active opportunity

None

Last action

Generated by simulation (145d ago)

Jordan Frost

dental

Consent unknown

Consent unknown

Consent unknown

Recent signals

Overdue cleaning
Missed appointment

Active opportunity

Treatment plan acceptance

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)

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 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)

Marcus Ramirez

dental

Consent unknown

Consent unknown

Consent unknown

Recent signals

Missed appointment

Active opportunity

None

Last action

Generated by simulation (145d ago)

Omar Vasquez

dental

Consent unknown

Consent unknown

Consent unknown

Recent signals

Overdue cleaning
Treatment plan pending
Missed appointment

Active opportunity

None

Last action

Generated by simulation (145d ago)

Priya Nair

dental

Consent granted

Consent granted

Consent unknown

Recent signals

Email engagement
Dental recall opportunity

Active opportunity

Recall cleaning and exam

Last action

Drafted recall reminder email (145d ago)

Elevated compliance handling

Priya Nguyen

dental

Consent unknown

Consent unknown

Consent unknown

Recent signals

Overdue cleaning

Active opportunity

None

Last action

Generated by simulation (145d ago)

Sofia Abboud

dental

Consent unknown

Consent unknown

Consent unknown

Recent signals

Insurance verification

Active opportunity

None

Last action

Generated by simulation (145d ago)

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