Unified customer journey

Aparna Gokhale

One trusted history for every AI, human and system interaction.

Back to leads
AG

Aparna Gokhale

Lost

SUR-2026-0217 · Surya Sunland II

+91 99755 63915 aparna.g@example.com Pune
Mobile WhatsApp Email
22
AI score
19
Lead health

Unified customer journey

Every AI, employee and system touchpoint in chronological order.

SYSTEM Lead captured from Facebook remarketing

Aparna Gokhale enquired for Surya Sunland II. Campaign, consent and source attribution were saved.

Lead Capture Engine Facebook remarketing
SYSTEM Duplicate check passed

Mobile, email and normalized name were checked across active, lost and booked records.

Data Quality Engine System
SYSTEM Mobile number verified by OTP

Verified ownership and consent were stored with timestamp and source.

Verification Service SMS OTP
AI AI qualification summary created

Budget ₹68 L, timeline Deferred and project fit were evaluated. Lead score: 22/100.

Surya Qualification AI AI Analysis Neutral
AI WhatsApp conversation verified

AI shared Surya Sunland II highlights and preserved the full message context for human handoff.

WhatsApp AI WhatsApp
HUMAN Lead closed with reason

Customer selected a competing project closer to work. Consent retained for a future reactivation campaign.

Assigned Sales Owner CRM update Concern
SYSTEM Reactivation review scheduled

A low-pressure review will run when new inventory, pricing or location offers match the original need.

Journey Orchestrator Automation