AI-extracted cues from every communication with this person. Refreshed after each sync.
Nothing dropped by the team that the model caught.
No concrete next step implied yet.
1 call / SMS / email across all sources (most recent first).
Customer asked about replacing aging furnace, interested in quote.
3 jobs across all connected sources.
1 lead.
Inbound web form, no callback yet.
2 invoices.
Raw ingested record from workiz.
{}