SYSTEM
Lead captured from Meta campaign
Monsoon Homes form submitted for Surya Valencia · UTM and creative attribution saved.
Unified customer journey
Aditi & Rohan Mehta
One trusted history for every AI, human and system interaction.
AM
Aditi & Rohan Mehta
HotSUR-2026-0324 · Surya Valencia
+91 98231 40872
aditi.mehta@example.com
Pune
Mobile
WhatsApp
Email
88
AI score
92
Lead health
SYSTEM
Duplicate check passed
Mobile, email and normalized name checked across active, lost and booked records. No conflict found.
SYSTEM
Mobile OTP verified
Primary mobile verified successfully on first attempt. Consent stored with timestamp and source.
AI
AI qualification completed
Budget, location, project fit, intent and buying timeline evaluated. Qualified for Sourcing Manager queue.
AI
Project brochure and price range shared
AI answered 6 questions about 3 BHK availability, amenities and possession, then detected human-assistance intent.
Surya_Valencia_3BHK.pdf
HUMAN
WhatsApp handed off to Ram Kumar
AI summary, customer questions and recommended next response were transferred without restarting the conversation.
HUMAN
Employee-first call connected
CRM rang Ram Kumar first; after acceptance, the customer leg connected. Recording consent announced.
08:42 recording · transcript ready
AI
Call transcript and AI summary generated
Customer wants a garden-facing 3 BHK, values school access, and requested a Saturday family visit with transport.
SYSTEM
Site visit confirmed
Saturday, 22 Aug at 4:30 PM · Valencia Experience Centre · family of 3.
SYSTEM
Uber transport reserved
Pickup at Baner High Street, 3:45 PM. Driver and vehicle details will be shared 30 minutes before pickup.
AI
Lead health recalculated to 92%
Strong intent, verified identity, positive response speed and confirmed visit increased health by 14 points.