AI long-tail · live deal workspace
Helen Shaw
Clicked 2d · no reply
Last email · Lifestyle All · 3d
AI control
AI nurturing · E7 · Quote nudge — Clicked · no reply
Next activity · Call
- E1 Brochure
- E2 Heat hold
- E3 Venues
- E4 Running costs
- E5 Install
- E6 Configurator
- E7 Quote nudge
- E8 Soft close
Advance only on a real send. Today every live send is paused — drafts stay drafts.
- Planned email · E7 · 12 Sep 2026 · 17:30
PRODUCT QUOTE
Commercial proposals
Build and save quotes directly against this deal. Each amendment is a new immutable version; saving never sends it to the client.
Buyer signal
48/100 intent
Left at quote · E7 · Quote nudge · waiting on them
- Quoted
- Recent quotation
- Clicked, no reply
- Priority grade
- Phone on file
- +3 clicked but no reply
- Reply reads as
- no reply yet
- Next touch
- in 4d
- Email thread
- 1 sent · 1 opened · 0 replied
Opening but not replying — slow the cadence
Match to past wins: Shadow only — 4 closed deals learned, 30 needed.
Score is derived here from real activity. It never writes the SoR.
Move this deal
Currently Quoted. Only legal journey moves are offered.
Channels
- Email helen.fixture@example.test Sends are paused
- SMS +44 7700 900006 Sends paused · SMS never enters Tony Day
- WhatsApp +44 7700 900006 Held until Anthony unlocks Notifyer
One thread per deal. SMS lives here and on the SMS board — never in Tony Day.
Templates can be browsed. Nothing customer-facing leaves this app.
SMS replies belong to this deal and the SMS board. They never enter Tony Day.
Opt-in unknown · Reachable unknown · Not suppressed · E.164 ok
24h service window: closed · approved template only
- Sends are paused
- WhatsApp twins held until Anthony unlocks Notifyer
- No WhatsApp opt-in on file
Notifyer stays the BSP and Hermes owns the live buyer thread. This CRM owns the timeline — one journey, never two.
HITL draft (Task 1 LangGraph)
No HITL draft pending for this deal.
Activity
Email · SMS · WhatsApp · calls — one thread.
-
Clicked · lifestyle_all
Lifestyle All
-
Opened · lifestyle_all
Lifestyle All opened
-
Sent · lifestyle_all
-
Planned email · E7
Sends paused — draft only.
Truth
Contact and product facts from the SoR. Blank is — — never invented.
£23,400 VAT included
Email thread · 1 sent · 1 opened · 0 replied
Contact
- Name
- Helen Shaw
- Phone
- +44 7700 900006
- helen.fixture@example.test
- Postcode
- —
- Organisation
- —
- Marketing status
- —
- Notes
- —
Product
- Product
- Lifestyle 4
- Product Category
- Lifestyle
- Value
- £23,400 VAT included
- Lead Grade
- Priority
- Message
- —
- How did you hear about us
- —
- Source Campaign
- —
- Source origin
- —
- Source channel
- —
Journey
- Title
- Helen Shaw
- Pipeline
- Lifestyle
- Stage
- Quoted
- Status
- open
- Expected close date
- —
- Lost reason
- —
- Next activity
- Call
- Last activity
- 18 Sep 2026 · 11:30
- Last email received
- —
- Last email sent
- Sent · lifestyle_all · 17 Sep 2026 · 11:30
- Label
- —
- AI score
- —
- Buyer band
- Serious
- AI status
- Active
- AI journey
- AI running
- Journey step
- E7 · Quote nudge · Quote / next step
- Owner
- AI
- Call result
- —
- Last Customer Reply
- —
- Last AI Email Date
- 12 Sep 2026 · 17:30
- AI Email Count
- 1
- Meta Lead ID
- —