Intelligence
Customer intelligence graph and scores
Customer intelligence profile for the insurance vertical. Prefers sms.
Send SMS
Maintain momentum with a timely follow-up.
No opportunities detected from current signals.
No active risk indicators.
Coverage inquiry
EMAIL_CLICKMissed agent call
MISSED_CALL5 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.
Standard follow-up workflow
Trigger: EMAIL_CLICK (intent 29, opportunity 70)
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.