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

Myo Win

Channels

First seen10 Feb 2026

Last activity27 days ago

Contact Information

First name

Myo

Last name

Win

Phone number

+95 5015557

myo-win@example.com

City

Yangon

Country

Audience

Lists

Not in any saved list yet.

Segments

AI Tags

high_intentinternational_patientmonth_3_check

Manual Tags

No manual tags yet.

Activity Timeline

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

AI added tag high_intent

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

tag added

Confidence 79%.

Cura AI

Follow-up Appointment

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

booking created

Myo Win - FUE Hair Transplant

Bookings

Moved to Post Treatment

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

stage change

Myo Win is now classified as post treatment.

CRM Engine

Lead score updated to 91

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

lead score change

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

CRM Engine

AI handled qualification flow

2/27/2026, 1:20:00 PM

ai conversation

Detected FUE Hair Transplant interest, updated lead score to 91, and captured high_intent, international_patient.

Cura AI

Inbound inquiry received

2/13/2026, 11:00:00 AM

message received

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

Myo Win

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

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

Whatsapp channel

Queued

Last outbound

Message sent 15 Feb 2026

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

Next queued

Aftercare check-in queued for the next milestone

Bookings

Follow-up Appointment

Myo Win - FUE Hair Transplant

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

Tasks

No active tasks for this contact yet.