Intelligence
Customer intelligence graph and scores
Customer intelligence profile for the dental vertical. Prefers email.
Send Email
Maintain momentum with a timely follow-up.
Appointment Opportunity
Patient is overdue for a recall visit
Send a recall reminder and offer a slot
No active risk indicators.
Insurance verification
EMAIL_CLICKOverdue cleaning
DENTAL_RECALL5 nodes and 4 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: EMAIL_CLICK (intent 32, opportunity 58)
Send Email
Missing email consent blocks this action until consent is captured.
Send Email
Missing email consent blocks this action until consent is captured.
Send Email
Missing email consent blocks this action until consent is captured.
Send Email
Missing email consent blocks this action until consent is captured.