Intelligence
Customer intelligence graph and scores
Customer intelligence profile for the dental vertical. Prefers email.
Send Email
Maintain momentum with a timely follow-up.
No opportunities detected from current signals.
No active risk indicators.
Insurance verification
EMAIL_CLICK4 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: EMAIL_CLICK (intent 14, opportunity 55)
Send Email
Open the conversation on the customer preferred channel.
Send Email
Fall back to email if there is no reply.
Send Email
Consent present, action allowed.
Send Email
Consent present, action allowed.