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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Showing 4 of 4 signalsClear filters

Missed sales call

Ethan Brooks via phone

Medium

Inbound call missed after hours. Customer previously replied STOP.

Recommended next action

No outreach. Customer opted out.

Suggested channel: Human task

Consent revoked

145d ago

Service due reminder

Denise Carter via scheduler

Medium

Maintenance overdue by two months after a declined prior quote.

Recommended next action

Offer a maintenance recovery call with a service coupon

Suggested channel: Voice

Consent granted

145d ago

Email engagement

Priya Nair via email

Medium

Opened recall reminder twice and clicked the scheduling link.

Recommended next action

Follow up on recall cleaning with a scheduling link

Suggested channel: Email

Consent granted

145d ago

Dental recall opportunity

Priya Nair via third-party

Medium

Cleaning overdue by 7 months with an unscheduled treatment plan.

Recommended next action

Send recall reminder and offer the next open slot

Suggested channel: Email

Consent granted

145d ago