SYSTEM
Lead captured from Referral
Sameer Khan enquired for Surya Valencia. Campaign, consent and source attribution were saved.
Unified customer journey
Sameer Khan
One trusted history for every AI, human and system interaction.
SK
Sameer Khan
ColdSUR-2026-0297 · Surya Valencia
+91 98901 62035
sameer.k@example.com
Pune
Mobile
WhatsApp
Email
38
AI score
42
Lead health
SYSTEM
Duplicate check passed
Mobile, email and normalized name were checked across active, lost and booked records.
SYSTEM
Mobile number verified by OTP
Verified ownership and consent were stored with timestamp and source.
AI
AI qualification summary created
Budget ₹75–85 L, timeline 6+ months and project fit were evaluated. Lead score: 38/100.
SYSTEM
Email fallback selected
The number is not active on WhatsApp, so communication moved to a consented email/SMS path.
HUMAN
Third call attempt — no response
Employee-first connection reached the assigned executive, but the customer leg was unanswered.
AI
Moved to long-term nurture
AI detected low urgency after three attempts and recommended a low-frequency project-update journey.