Intelligence
Customer intelligence graph and scores
Customer intelligence profile for the insurance vertical. Prefers sms.
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
Service Revenue Opportunity
Vehicle service is due, indicating recurring service revenue
Offer a service appointment with a reminder
Repeated no response
Lowers engagement and slows outreach cadence
Quote requested
ESTIMATE_REQUESTRenewal approaching
SERVICE_DUE5 nodes and 4 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 58, opportunity 78)
Send SMS
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 SMS
Consent present, action allowed.
Send Email
Consent present, action allowed.
Create Task
Consent present, action allowed.