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

Oliver Hughes

Channels

First seen2 Feb 2026

Last activity29 days ago

Contact Information

First name

Oliver

Last name

Hughes

Phone number

+1 5012909

oliver-hughes@example.com

City

Melbourne

Country

Audience

Lists

Segments

AI Tags

medium_intentinternational_patientsatisfaction_high

Manual Tags

No manual tags yet.

Activity Timeline

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

AI added tag medium_intent

3/7/2026, 1:31:00 PM

tag added

Confidence 71%.

Cura AI

AI handled qualification flow

3/7/2026, 1:20:00 PM

ai conversation

Detected Long Hair FUI interest, updated lead score to 66, and captured medium_intent, international_patient.

Cura AI

Lead score updated to 66

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

lead score change

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

CRM Engine

Inbound inquiry received

2/5/2026, 11:00:00 AM

message received

Hi, I'm traveling from GB and wanted to ask about Long Hair FUI in Bangkok.

Oliver Hughes

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

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

open

2 months ago

Outbound

Qualification Nurture

Whatsapp channel

Queued

Last outbound

Message sent 7 Feb 2026

We have openings on Thursday afternoon and Saturday morning Bangkok time. Which is easier for you?

Next queued

Follow-up message queued to maintain intent

Tasks

No active tasks for this contact yet.