Unified customer journey

Devika Iyer

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

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DI

Devika Iyer

Pre-Validation

SUR-2026-0254 · Surya Sunland II

+91 90110 44928 devika.iyer@example.com Pune
Mobile WhatsApp Email
49
AI score
55
Lead health

Unified customer journey

Every AI, employee and system touchpoint in chronological order.

SYSTEM Lead captured from Channel Partner · NestKey

Devika Iyer enquired for Surya Sunland II. Campaign, consent and source attribution were saved.

Lead Capture Engine Channel Partner · NestKey
SYSTEM Possible duplicate identified

A related record was found and held for manual attribution review before reassignment.

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 ₹76–85 L, timeline 3–6 months and project fit were evaluated. Lead score: 49/100.

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
SYSTEM Possible duplicate needs review

A similar mobile or email record exists. Ownership and partner attribution are temporarily protected.

Data Quality Engine System Concern
HUMAN Validation task assigned

Reception and CRM admin received a task to confirm identity, consent and the correct acquisition source.

CRM Routing Engine Internal task