CRM

Customer records

Master records enriched by AI tags, stage, and timeline.

Contacts

Master records enriched by AI tags, stage, and timeline.

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Lists

Static cohorts for campaigns, VIP tracking, and imports.

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Segments

Dynamic audiences driven by rules and contact behavior.

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Deals

Pipeline and close-motion for consultations and deposits.

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Tasks

AI action queue for follow-up, service delivery, and escalation.

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Back to Contacts

MessageBook Deal Workflow

Dao Chatchanok

Channels

First seen7 Jan 2026

Last activity23 days ago

Contact Information

First name

Dao

Last name

Chatchanok

Phone number

+66 81003523

dao-chatchanok@example.com

City

Bangkok

Country

Audience

Lists

Segments

AI Tags

high_intentlocal_patientmonth_3_checksatisfaction_high

Manual Tags

No manual tags yet.

Activity Timeline

Unified history across messaging, deals, tasks, and bookings.

AI handled qualification flow

3/9/2026, 1:20:00 PM

ai conversation

Detected FUE Hair Transplant interest, updated lead score to 87, and captured high_intent, local_patient.

Cura AI

Follow-up Appointment

3/8/2026, 1:00:00 PM

booking created

Dao Chatchanok - FUE Hair Transplant

Bookings

Moved to Post Treatment

3/7/2026, 2:05:00 PM

stage change

Dao Chatchanok is now classified as post treatment.

CRM Engine

AI added tag high_intent

3/6/2026, 1:31:00 PM

tag added

Confidence 75%.

Cura AI

Lead score updated to 87

3/5/2026, 1:45:00 PM

lead score change

Score increased based on recent conversation quality and next-step clarity.

CRM Engine

Check healing progress for Dao Chatchanok

2/23/2026, 11:15:00 AM

task created

Aftercare milestone is due based on treatment date.

Cura AI

Inbound inquiry received

1/10/2026, 11:00:00 AM

message received

สวัสดีครับ สนใจปลูกผมครับ เห็นรีวิวของคุณหมอแล้วดูดีมาก

Dao Chatchanok

Deal

No active deal

Create a deal to track stage, amount, and close timing for this contact.

Conversations

Inbound

Customer messages received

Outbound

Replies sent from team or AI

Instagram DM

ได้เลยค่ะ เดี๋ยวทีมประสานเวลาที่สะดวกและยืนยันอีกครั้งนะคะ

open

3 months ago

Outbound

Aftercare Follow-up

Instagram channel

Queued

Last outbound

Message sent 12 Jan 2026

ถ้ามีวันเสาร์จะสะดวกมากครับ

Next queued

Aftercare check-in queued for the next milestone

Bookings

Follow-up Appointment

Dao Chatchanok - FUE Hair Transplant

3/8/2026, 1:00:00 PM

Tasks

No active tasks for this contact yet.