Dental recall campaign
A patient overdue for a cleaning with email consent, primed for reactivation.
Step 1: Signal
Overdue cleaning
Patient is overdue for a recall cleaning by several months.
Step 2: Intelligence
Intent 32, opportunity 55, engagement 64
Priority medium. Intent level Engaged. Scoring is deterministic from a centralized configuration.
Step 3: Recommendation
Send Email
Maintain momentum with a timely follow-up.
Step 4: Policy and consent
Policy cleared every action
Every planned action passed consent, quiet hours, and vertical sensitivity checks.
Step 5: Workflow
Now2 executed, 0 blocked, 0 escalated
Send Email executed in simulation.
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Scenario story
Signal created
Overdue cleaning from web form.
Signal classified
Intent classified as Engaged with an intent score of 32.
Opportunity identified
Recall cleaning and exam with an opportunity score of 55.
Workflow generated
Standard follow-up workflow. 2 actions planned.
Actions executed
2 executed, 0 blocked, 0 escalated. Nothing was sent.
Outcome generated
Email Opened: Email was delivered and engagement is inferred from intent.
Revenue attributed
INFLUENCED attribution of 79 gross influence.
Scores
Recommended actions
Send Email
Maintain momentum with a timely follow-up.
Detected opportunities
Appointment Opportunity
Patient is overdue for a recall visit
Send a recall reminder and offer a slot
Risk indicators
No active risk indicators.
Workflow simulation
Standard follow-up workflow
Trigger: EMAIL_CLICK (intent 32, opportunity 55)
Action graph
Send Email
Open the conversation on the customer preferred channel.
Send Email
Fall back to email if there is no reply.
Policy decisions
Send Email
Consent present, action allowed.
Send Email
Consent present, action allowed.