Intelligence
Customer intelligence graph and scores
Customer intelligence profile for the legal intake vertical. Prefers human.
Create Task
Maintain momentum with a timely follow-up.
No opportunities detected from current signals.
Advice boundary review required
Adds caution to outreach decisions
Referral received
EMAIL_CLICK5 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 14, opportunity 70)
Create Task
Open the conversation on the customer preferred channel.
Send Email
Missing email consent blocks this action until consent is captured.
Create Task
Consent present, action allowed.
Send Email
Missing email consent blocks this action until consent is captured.