Intelligence
Customer intelligence graph and scores
Customer intelligence profile for the dental vertical. Prefers email.
Schedule Call
Purchase intent is best served by a direct conversation.
Sales Opportunity
Customer requested an estimate, a direct buying signal
Schedule the estimate visit promptly
No active risk indicators.
Treatment plan pending
ESTIMATE_REQUEST4 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.
High intent purchase follow-up
Trigger: ESTIMATE_REQUEST (intent 40, opportunity 63)
Send Email
Open the conversation on the customer preferred channel.
Send Email
Fall back to email if there is no reply.
Create Task
Purchase intent is handed to a human for direct follow-up.
Send Email
Consent present, action allowed.
Send Email
Consent present, action allowed.
Create Task
Consent present, action allowed.