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

James Carter

Channels

First seen1 Feb 2026

Last activity28 days ago

Contact Information

First name

James

Last name

Carter

Phone number

+1 5012578

james-carter@example.com

City

Melbourne

Country

Audience

Lists

Segments

AI Tags

medium_intentinternational_patient

Manual Tags

No manual tags yet.

Activity Timeline

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

AI added tag medium_intent

3/8/2026, 1:31:00 PM

tag added

Confidence 70%.

Cura AI

AI handled qualification flow

3/8/2026, 1:20:00 PM

ai conversation

Detected FUE Hair Transplant interest, updated lead score to 59, and captured medium_intent, international_patient.

Cura AI

Lead score updated to 59

3/4/2026, 1:45:00 PM

lead score change

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

CRM Engine

Inbound inquiry received

2/4/2026, 11:00:00 AM

message received

Hi, I'm traveling from AU and wanted to ask about FUE Hair Transplant in Bangkok.

James Carter

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

LINE OA

Would you like me to arrange a free consultation or send comparable case results first?

open

2 months ago

Outbound

Qualification Nurture

LINE channel

Queued

Last outbound

Message sent 6 Feb 2026

Absolutely. I will share a few recent FUE cases and note what the doctor recommended for each pattern.

Next queued

Follow-up message queued to maintain intent

Tasks

No active tasks for this contact yet.