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.
Sales Opportunity
A new lead entered the system
Respond quickly to qualify the lead
Advice boundary review required
Adds caution to outreach decisions
Website intake
NEW_LEAD4 nodes and 3 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: NEW_LEAD (intent 29, opportunity 70)
Create Task
Open the conversation on the customer preferred channel.
Send Email
Fall back to email if there is no reply.
Create Task
Consent present, action allowed.
Send Email
Consent present, action allowed.