SYSTEM
Lead captured from Channel Partner
Priya Nair enquired for Surya Valencia. Campaign, consent and source attribution were saved.
Unified customer journey
Priya Nair
One trusted history for every AI, human and system interaction.
PN
Priya Nair
Pre-ValidationSUR-2026-0316 · Surya Valencia
+91 97654 73018
priya.nair@example.com
Pune
Mobile
WhatsApp
Email
54
AI score
61
Lead health
SYSTEM
Possible duplicate identified
A related record was found and held for manual attribution review before reassignment.
SYSTEM
Mobile OTP verification pending
Qualification is paused until the customer completes mobile verification.
AI
AI qualification summary created
Budget ₹1.10 Cr, timeline 3–6 months and project fit were evaluated. Lead score: 54/100.
AI
WhatsApp conversation verified
AI shared Surya Valencia highlights and preserved the full message context for human handoff.
SYSTEM
Possible duplicate needs review
A similar mobile or email record exists. Ownership and partner attribution are temporarily protected.
HUMAN
Validation task assigned
Reception and CRM admin received a task to confirm identity, consent and the correct acquisition source.