Intelligence
Customer intelligence graph and scores
Customer intelligence profile for the insurance vertical. Prefers sms.
Send Email
Nurture a researching customer with relevant content.
No opportunities detected from current signals.
No active risk indicators.
No signals recorded for this customer.
4 nodes and 3 relationships connect this customer to signals, opportunities, communications, and risk flags.
The action plan SignalFlow would run for this customer, with policy decisions and a simulated execution. Nothing is sent.
Standard follow-up workflow
Trigger: NO_SIGNAL (intent 0, opportunity 70)
Send SMS
Open the conversation on the customer preferred channel.
Send Email
Fall back to email if there is no reply.
Send SMS
Consent present, action allowed.
Send Email
Consent present, action allowed.