Contact
What we know about who reached out.
- Name
- —
- Company
- —
- Email
- pat.rivera@example.com
- Phone
- —
- Resolved contact
- 880c52a4-036a-4d57-a8a1-ce3046261808
- Resolved account
- —
Event intent
What they want to throw and roughly when.
- Event type
- —
- Event date
- —
- Alternate dates
- —
- Dates flexible
- No
- Window
- —
- Guest count
- —
- Budget
- —
- F&B needs
- —
- Setup style
- —
- Urgency
- —
- Location
- —
- Space preference
- —
- Notes
- Hi! I would love to host a 40-person 40th birthday dinner on Saturday August 15th around 7pm. Do you have a private room, and what would pricing look like? Thanks!
Workflow
Who's on it and what the agent thinks. Status editing and assignment land in sprint 2.
- Assigned to
- —
- AI confidence
- 98%
- AI summary
- First-contact request for a private dining event with specific date, party size, and pricing inquiry.
- Next follow-up
- —
- Lost reason
- —
- Converted booking
- —
- Created
- Jun 14, 2026
- Updated
- Jun 14, 2026
Raw capture
Source-of-truth fields preserved from intake (02 §4.3 provenance rule) even after contact resolution.
- Source
- Email
- Source campaign
- —
- Captured name
- —
- Captured company
- —
- Captured email
- pat.rivera@example.com
- Captured phone
- —
- Lead ID
- 670d4095-ac12-44c1-ad48-6c8d6f46cf09