Intelligence
Customer intelligence graph and scores
Customer intelligence profile for the legal intake vertical. Prefers human.
Pause Outreach
Customer opted out, so all outreach is paused.
Consultation Opportunity
Customer requested a consultation
Qualify the request and route to intake
Sales Opportunity
A new lead entered the system
Respond quickly to qualify the lead
Advice boundary review required
Adds caution to outreach decisions
Customer opted out
Pauses all outreach
Consultation request
CONSULTATION_REQUESTWebsite intake
NEW_LEADReferral received
EMAIL_CLICK7 nodes and 6 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.
Opt-out stop workflow
Trigger: CONSULTATION_REQUEST (intent 74, opportunity 78)
Pause Outreach
Customer opted out, so the workflow pauses immediately.
Pause Outreach
Consent present, action allowed.