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

Ko Thant

Channels

First seen9 Feb 2026

Last activity26 days ago

Contact Information

First name

Last name

Thant

Phone number

+95 5015226

ko-thant@example.com

City

Yangon

Country

Audience

Lists

Segments

AI Tags

high_intentinternational_patientphoto_overdue

Manual Tags

No manual tags yet.

Activity Timeline

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

AI added tag high_intent

3/9/2026, 1:31:00 PM

tag added

Confidence 78%.

Cura AI

Follow-up Appointment

3/6/2026, 2:00:00 PM

booking created

Ko Thant - Long Hair FUI

Bookings

Moved to Post Treatment

3/4/2026, 2:05:00 PM

stage change

Ko Thant is now classified as post treatment.

CRM Engine

Lead score updated to 84

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

lead score change

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

CRM Engine

AI handled qualification flow

2/28/2026, 1:20:00 PM

ai conversation

Detected Long Hair FUI interest, updated lead score to 84, and captured high_intent, international_patient.

Cura AI

Inbound inquiry received

2/12/2026, 11:00:00 AM

message received

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

Ko Thant

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

How is your healing going this week? If you can send updated photos, Dr. Top can review progress.

open

1 month ago

Outbound

Aftercare Follow-up

LINE channel

Queued

Last outbound

Message sent 14 Feb 2026

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

Next queued

Aftercare check-in queued for the next milestone

Bookings

Follow-up Appointment

Ko Thant - Long Hair FUI

3/6/2026, 2:00:00 PM

Tasks

No active tasks for this contact yet.