SYSTEM
Lead captured from YouTube campaign
Rahul & Kavya Sen enquired for Surya Valencia. Campaign, consent and source attribution were saved.
Unified customer journey
Rahul & Kavya Sen
One trusted history for every AI, human and system interaction.
RS
Rahul & Kavya Sen
BookedSUR-2026-0241 · Surya Valencia
+91 98208 77306
rahul.sen@example.com
Pune
Mobile
WhatsApp
Email
91
AI score
95
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 ₹1.38 Cr, timeline Booked and project fit were evaluated. Lead score: 91/100.
AI
WhatsApp conversation verified
AI shared Surya Valencia highlights and preserved the full message context for human handoff.
HUMAN
Unit booking completed
Selected unit was blocked, booking form signed and the customer received a digital acknowledgement.
Booking_Acknowledgement.pdf
SYSTEM
Payment receipt issued
Booking amount reconciled and the next milestone was added to the customer’s payment schedule.