Intelligence
Customer intelligence graph and scores
Customer intelligence profile for the legal intake vertical. Prefers human.
Book Appointment
Customer signaled appointment intent.
Consultation Opportunity
Customer requested a consultation
Qualify the request and route to intake
Advice boundary review required
Adds caution to outreach decisions
Consultation request
CONSULTATION_REQUESTReferral received
EMAIL_CLICK6 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.
Appointment booking follow-up
Trigger: CONSULTATION_REQUEST (intent 49, opportunity 81)
Create Task
Open the conversation on the customer preferred channel.
Send Email
Fall back to email if there is no reply.
Book Appointment
Customer signaled appointment intent.
Create Task
Consent present, action allowed.
Send Email
Consent present, action allowed.
Book Appointment
Consent present, action allowed.