SYSTEM
Lead captured from Website · Price request
Mitali Joshi enquired for Surya Sunland I. Campaign, consent and source attribution were saved.
Unified customer journey
Mitali Joshi
One trusted history for every AI, human and system interaction.
MJ
Mitali Joshi
WarmSUR-2026-0268 · Surya Sunland I
+91 88880 12041
mitali.j@example.com
Pune
Mobile
WhatsApp
Email
69
AI score
74
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 ₹88–98 L, timeline 2–3 months and project fit were evaluated. Lead score: 69/100.
SYSTEM
Email fallback selected
The number is not active on WhatsApp, so communication moved to a consented email/SMS path.
AI
AI voice qualification completed
Customer confirmed preferred configuration and a one-to-three month timeline, but asked to compare financing options.
03:44 recording · transcript ready
SYSTEM
Follow-up #2 scheduled
A compliant WhatsApp reminder will be sent in the customer’s preferred evening window.