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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 110 customers

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)

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

Marcus Holloway

automotive

Consent granted

Consent granted

Consent unknown

Recent signals

New automotive lead

Active opportunity

Silverado 1500 LT purchase

Last action

Drafted SMS lead response (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)

Marcus Romano

automotive

Consent revoked

Consent revoked

Consent revoked

Recent signals

Lead form submitted
Vehicle detail viewed
Service due

Active opportunity

None

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)

Maya Marsh

home services

Consent unknown

Consent unknown

Consent unknown

Recent signals

Estimate submitted
Seasonal reminder

Active opportunity

Seasonal tune-up

Last action

Generated by simulation (145d ago)

Maya Thompson

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Trade appraisal submitted
Service due
Lead form submitted

Active opportunity

Vehicle purchase

Last action

Generated by simulation (145d ago)

Maya Whitaker

home services

Consent granted

Consent granted

Consent granted

Recent signals

Estimate submitted

Active opportunity

None

Last action

Generated by simulation (145d ago)

Nina Marsh

legal intake

Consent unknown

Consent unknown

Consent unknown

Recent signals

Referral received

Active opportunity

None

Last action

Generated by simulation (145d ago)

Advice boundary review required

Omar Abboud

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Recall notice
Lead form submitted
Trade appraisal submitted

Active opportunity

Vehicle purchase

Last action

Generated by simulation (145d ago)

Omar Bauer

home services

Consent granted

Consent granted

Consent granted

Recent signals

Seasonal reminder
Estimate submitted

Active opportunity

Seasonal tune-up

Last action

Generated by simulation (145d ago)

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