Customer signals

Inbound events that indicate revenue intent or risk. Each signal carries a recommended next action and a consent status.

new lead43estimate request39service due32recall opportunity31missed call25email engagement25appointment cancellation15consultation request10

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Most recent Priority

Signal type

All New lead Missed call Service due Recall Estimate Consultation Appointment cancel Email

Priority

All Critical High Medium Low

Vertical

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Showing 15 of 32 signalsClear filters

Legal intake consultation request

Jordan Mills via web-form

High

Requested a consultation. SMS consent is not yet captured.

Recommended next action

Qualify the intake and route to an attorney handoff

Suggested channel: Human task

Consent unknown

145d ago

Referral received

Nina Marsh via web-form

High

A partner referral opened and clicked the intake follow-up.

Recommended next action

Intake qualification

Suggested channel: Email

Consent unknown

145d ago

Consultation request

Diego Mills via web-form

High

Prospective client requested an initial consultation.

Recommended next action

Intake qualification

Suggested channel: Human task

Consent granted

145d ago

Website intake

Felix Chen via web-form

High

Prospective client submitted a website intake form.

Recommended next action

Intake qualification

Suggested channel: Email

Consent granted

145d ago

Consultation request

Camila Castillo via web-form

High

Prospective client requested an initial consultation.

Recommended next action

Intake qualification

Suggested channel: Human task

Consent granted

145d ago

Consultation request

Priya Romano via web-form

High

Prospective client requested an initial consultation.

Recommended next action

Intake qualification

Suggested channel: Human task

Consent granted

145d ago

Website intake

Paloma Castillo via web-form

High

Prospective client submitted a website intake form.

Recommended next action

Intake qualification

Suggested channel: Email

Consent granted

145d ago

Consultation request

Lena Petrov via web-form

High

Prospective client requested an initial consultation.

Recommended next action

Intake qualification

Suggested channel: Human task

Consent granted

145d ago

Website intake

Bianca Mills via web-form

High

Prospective client submitted a website intake form.

Recommended next action

Intake qualification

Suggested channel: Email

Consent revoked

145d ago

Consultation request

Tara Bauer via web-form

High

Prospective client requested an initial consultation.

Recommended next action

Intake qualification

Suggested channel: Human task

Consent granted

145d ago

Website intake

Hannah Marsh via web-form

High

Prospective client submitted a website intake form.

Recommended next action

Intake qualification

Suggested channel: Email

Consent unknown

145d ago

Consultation request

Sofia Park via web-form

High

Prospective client requested an initial consultation.

Recommended next action

Intake qualification

Suggested channel: Human task

Consent revoked

145d ago

Consultation request

Trevor Romano via web-form

High

Prospective client requested an initial consultation.

Recommended next action

Intake qualification

Suggested channel: Human task

Consent granted

145d ago

Website intake

Grace Mills via web-form

High

Prospective client submitted a website intake form.

Recommended next action

Intake qualification

Suggested channel: Email

Consent granted

145d ago

Website intake

Trevor Donovan via web-form

High

Prospective client submitted a website intake form.

Recommended next action

Intake qualification

Suggested channel: Email

Consent revoked

145d ago