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

Ethan Walker

Channels

First seen4 Feb 2026

Last activity21 days ago

Contact Information

First name

Ethan

Last name

Walker

Phone number

+1 5013571

ethan-walker@example.com

City

Melbourne

Country

Audience

Lists

Segments

AI Tags

medium_intentinternational_patientprice_sensitiveready_to_book

Manual Tags

No manual tags yet.

Activity Timeline

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

Moved to Consultation Completed

3/9/2026, 2:05:00 PM

stage change

Ethan Walker is now classified as consultation completed.

CRM Engine

Lead score updated to 72

3/9/2026, 1:45:00 PM

lead score change

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

CRM Engine

AI added tag medium_intent

3/5/2026, 1:31:00 PM

tag added

Confidence 73%.

Cura AI

AI handled qualification flow

3/5/2026, 1:20:00 PM

ai conversation

Detected Nanofat Treatment interest, updated lead score to 72, and captured medium_intent, international_patient.

Cura AI

Inbound inquiry received

2/7/2026, 11:00:00 AM

message received

Hi, I'm traveling from NL and wanted to ask about Nanofat Treatment in Bangkok.

Ethan Walker

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

No active workflow

LINE channel

Inactive

Last outbound

Message sent 9 Feb 2026

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

Next queued

No outbound queued

Tasks

No active tasks for this contact yet.