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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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