Intelligence
Customer intelligence graph and scores
Customer intelligence profile for the dental vertical. Prefers email.
Review Opportunity
A risk flag or review intent requires human review before outreach.
Sales Opportunity
Customer requested an estimate, a direct buying signal
Schedule the estimate visit promptly
Repeated no response
Lowers engagement and slows outreach cadence
Insurance verification
EMAIL_CLICKMissed appointment
APPOINTMENT_CANCELTreatment plan pending
ESTIMATE_REQUEST6 nodes and 5 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.
Human review workflow
Trigger: EMAIL_CLICK (intent 54, opportunity 66)
Review Opportunity
Signal requires human review before any outreach.
Create Task
A human task is created to handle the review.
Review Opportunity
Consent present, action allowed.
Create Task
Consent present, action allowed.