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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 110 customers

Sofia Petrov

dental

Consent granted

Consent granted

Consent granted

Recent signals

Treatment plan pending
Insurance verification
Missed appointment

Active opportunity

Recall cleaning and exam

Last action

Generated by simulation (145d ago)

Sofia Ramirez

insurance

Consent granted

Consent granted

Recent signals

Active opportunity

Auto policy renewal review

Last action

Drafted renewal reminder SMS (146d ago)

Sofia Ramirez

insurance

Consent granted

Consent granted

Consent granted

Recent signals

Quote requested
Missed agent call

Active opportunity

Policy renewal

Last action

Generated by simulation (145d ago)

Sofia Reyes

home services

Consent revoked

Consent revoked

Consent revoked

Recent signals

Seasonal reminder
Estimate submitted

Active opportunity

None

Last action

Generated by simulation (145d ago)

Tara Bauer

legal intake

Consent granted

Consent granted

Consent granted

Recent signals

Consultation request
Website intake
Referral received

Active opportunity

Initial consultation

Last action

Generated by simulation (145d ago)

Advice boundary review required

Tara Okafor

insurance

Consent granted

Consent granted

Consent granted

Recent signals

Renewal approaching
Quote requested

Active opportunity

Policy renewal

Last action

Generated by simulation (145d ago)

Tara Sutton

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Service due

Active opportunity

None

Last action

Generated by simulation (145d ago)

Trevor Donovan

legal intake

Consent revoked

Consent revoked

Consent revoked

Recent signals

Website intake
Consultation request
Referral received

Active opportunity

None

Last action

Generated by simulation (145d ago)

Advice boundary review required

Trevor Romano

legal intake

Consent granted

Consent granted

Consent granted

Recent signals

Consultation request
Website intake
Referral received

Active opportunity

Initial consultation

Last action

Generated by simulation (145d ago)

Advice boundary review required

Wesley Espinoza

home services

Consent granted

Consent granted

Consent granted

Recent signals

Estimate submitted
Missed call
Seasonal reminder

Active opportunity

System replacement

Last action

Generated by simulation (145d ago)

Wesley Silva

home services

Consent granted

Consent granted

Consent granted

Recent signals

Seasonal reminder
Estimate submitted
Warranty expiring

Active opportunity

Seasonal tune-up

Last action

Generated by simulation (145d ago)

Wesley Whitaker

automotive

Consent granted

Consent granted

Consent granted

Recent signals

Recall notice
Lead form submitted
Trade appraisal submitted

Active opportunity

Trade equity

Last action

Generated by simulation (145d ago)

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