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.
Appointment Opportunity
Patient is overdue for a recall visit
Send a recall reminder and offer a slot
No active risk indicators.
Overdue cleaning
DENTAL_RECALLMissed appointment
APPOINTMENT_CANCELInsurance verification
EMAIL_CLICK6 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: DENTAL_RECALL (intent 38, opportunity 58)
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.