Intelligence
Customer intelligence graph and scores
Customer intelligence profile for the home services vertical. Prefers sms.
Send SMS
Reactivation outreach can re-engage a dormant customer.
Service Revenue Opportunity
An open recall notice requires a service visit
Schedule the recall service
No active risk indicators.
Warranty expiring
RECALL_NOTICE3 nodes and 2 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.
Reactivation outreach
Trigger: RECALL_NOTICE (intent 21, opportunity 90)
Send SMS
Open the conversation on the customer preferred channel.
Send Email
Fall back to email if there is no reply.
Send SMS
Consent present, action allowed.
Send Email
Consent present, action allowed.