Intelligence
Customer intelligence graph and scores
Customer intelligence profile for the home services vertical. Prefers sms.
Pause Outreach
Customer opted out, so all outreach is paused.
Sales Opportunity
Customer requested an estimate, a direct buying signal
Schedule the estimate visit promptly
Service Revenue Opportunity
An open recall notice requires a service visit
Schedule the recall service
Customer opted out
Pauses all outreach
Estimate submitted
ESTIMATE_REQUESTMissed call
MISSED_CALLWarranty expiring
RECALL_NOTICE6 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.
Opt-out stop workflow
Trigger: ESTIMATE_REQUEST (intent 73, opportunity 98)
Pause Outreach
Customer opted out, so the workflow pauses immediately.
Pause Outreach
Consent present, action allowed.