Unified customer journey

Farhan Ali

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

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FA

Farhan Ali

Cold

SUR-2026-0229 · Surya Sunland I

+91 93700 55824 farhan.ali@example.com Pune
Mobile WhatsApp Email
34
AI score
39
Lead health

Unified customer journey

Every AI, employee and system touchpoint in chronological order.

SYSTEM Lead captured from Referral · Existing customer

Farhan Ali enquired for Surya Sunland I. Campaign, consent and source attribution were saved.

Lead Capture Engine Referral · Existing customer
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 ₹65–72 L, timeline 6+ months and project fit were evaluated. Lead score: 34/100.

Surya Qualification AI AI Analysis Neutral
SYSTEM Email fallback selected

The number is not active on WhatsApp, so communication moved to a consented email/SMS path.

Channel Router Email + SMS
HUMAN Third call attempt — no response

Employee-first connection reached the assigned executive, but the customer leg was unanswered.

Assigned Sales Owner Cloud Telephony Concern
AI Moved to long-term nurture

AI detected low urgency after three attempts and recommended a low-frequency project-update journey.

Lead Health AI AI Analysis Neutral