Clementine Bartholomew 😊
(313) 555-0164 clementine.b@gmail.com Detroit, MI
KSKarla Sellers
Lincoln Buyers@ 06/14/2026 9:02 AM
Text ReceivedSMSHide
Re: 2022 Jeep Wrangler Rubicon
Hey, I got your message.. thanks for the link, taking a look now.
Karla Sellers@ 06/14/2026 9:05 AM
Text SentSMSHide
Of course! Want me to hold Saturday at 11 for a test drive?
Karla Sellers@ 06/14/2026 9:20 AM
Deal Updated2022 Jeep Wrangler Rubicon (#1234) FinanceHide
Any Misc. Meta Data Can Go Here.
- Selling Price: $68,500
+ Selling Price: $66,900
- Status: Working
+ Status: Finance
DAISI Agentjust now
Note CreatedAutoHide
Action DAISI: texting Clementine three vehicle suggestions matched to her budget and preferences.
Agent
On the page now
09/04/2026
Compose a message or use a Template
Reply in the chat thread…
Write an email…
Leave an internal note…
Describe the event…
Tell DAISI what to do for this customer…
Customer DetailsView Customer
Summary
Location Traffic Source Lead Source

Here is a summary of the customer that is roughly 2 to 3 sentences. It explains the status of the customer, what is needed, blockers and what the next move is for them.

Hot
Recent Communications
Lincoln BuyersText
Hey, I got your message.. thanks for the link...
Karla SellersCall
Summary: Carla reached out and offered Lincoln several buying options and talked about financing.
DAISI AgentEmail
Great to hear. By the way did you see we did a price drop on this x5?
View the 2023 BMW X5
Automations
None
TeamShow
KSTBJM+2Karla Sellers, Taylor Bertrand +3
Suggested Next ActionText

Send the customer a text message with three vehicle suggestions based on their budget constraints and preferences.

PRESCRIPTIVE — the customer Activity section adopts the Inbox pattern (Taylor QA ruling). The existing customer-profile header stays exactly as shipped — drawn here as a 1:1 instance of the Customer Profile header organism; everything above the filter strip is unchanged. Below it: the Inbox two-pane — activity feed left with the canonical composer docked at the bottom, the Customer Details summary panel (the locked comp-inbox-details card stack) open on the right by default. "View Customer" from the Inbox lands on this screen. The header is a 1:1 instance of the Customer Profile header organism (comp-customer-profile.html) — name at heading6 (20px, the app's size) with the link glyph, contact line, status chip + assignee + comm buttons, and the profile tabs with Activity on. Details is a blue text button (the same treatment as the panel's View Customer link) at the right end of the filter strip; it toggles the right panel, and the panel's X closes it the same way. The filter strip (All / Messages / Notes / Updates / Media on .sb-tabbar--secondary) is pinned as a flex-none band above the scrolling feed — the strip never hides on scroll; the fade-out treatment is retired. The DAISI mode pill lives in the composer header (.cp-ai), exactly where the Inbox composer carries it — the strip holds filters only (supersedes the earlier strip placement). Optimistic drop (PRESCRIPTIVE engineering contract). Pressing Action DAISI inserts the note into the feed IMMEDIATELY, before the backend confirms: the item renders at reduced opacity (.sb-activity.is-pending) with a thin shimmer progress bar inside the bubble, then settles to the normal item on confirm. A send refreshes the feed, the conversation preview, and the summary together — and never loses the user's scroll position. Comm-button reduction (PRESCRIPTIVE — Taylor ruling, 09-02). With the composer docked under the activity feed, the header's call / text / email icon trio collapses to one paper-plane icon button: it jumps to the Activity tab with the composer focused on the Text channel. The Showroom check-in control and the … overflow stay unchanged; everything else in the header stays as instanced. The canonical Customer Profile header organism (comp-customer-profile.html) still shows the trio — it mirrors the shipped app and stays canonical until Flutter ships this reduction.