HVAC estimate request
A homeowner requests a system replacement estimate with full consent.
Step 1: Signal
Estimate submitted
Homeowner requested an estimate for a central air replacement.
Step 2: Intelligence
Intent 40, opportunity 100, engagement 56
Priority medium. Intent level Purchase Intent. Scoring is deterministic from a centralized configuration.
Step 3: Recommendation
Schedule Call
Purchase intent is best served by a direct conversation.
Step 4: Policy and consent
Policy cleared every action
Every planned action passed consent, quiet hours, and vertical sensitivity checks.
Step 5: Workflow
3 executed, 0 blocked, 0 escalated
Send SMS executed in simulation.
Step 6: Outcome
1 positive outcome recorded
Email was delivered and engagement is inferred from intent.
Step 7: Revenue
NowINFLUENCED attribution: $3,922
The workflow moved the opportunity forward.
Want to see the compliance stop story?
The opt-out scenario shows how the policy layer blocks outreach and records a missed revenue estimate instead.
Scenario story
Signal created
Estimate submitted from web form.
Signal classified
Intent classified as Purchase Intent with an intent score of 40.
Opportunity identified
System replacement with an opportunity score of 100.
Workflow generated
High intent purchase follow-up. 3 actions planned.
Actions executed
3 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 3922 gross influence.
Scores
Recommended actions
Schedule Call
Purchase intent is best served by a direct conversation.
Detected opportunities
Sales Opportunity
Customer requested an estimate, a direct buying signal
Schedule the estimate visit promptly
Risk indicators
No active risk indicators.
Workflow simulation
High intent purchase follow-up
Trigger: ESTIMATE_REQUEST (intent 40, opportunity 100)
Action graph
Send SMS
Open the conversation on the customer preferred channel.
Send Email
Fall back to email if there is no reply.
Create Task
Purchase intent is handed to a human for direct follow-up.
Policy decisions
Send SMS
Consent present, action allowed.
Send Email
Consent present, action allowed.
Create Task
Consent present, action allowed.
Execution timeline
Outcome events
Email Opened
Email was delivered and engagement is inferred from intent.
Customer Replied
Engagement signals indicate the customer responded.
Human Task Created
A human task was created for follow-up.
Revenue result
The workflow moved the opportunity forward.