1 · Full panel — all sections, default state
Customer DetailsView Customer
Summary
LocationTraffic SourceLead 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.

Vehicle of InterestAll Deals
New 2025 Toyota Land Cruiser1958 Sport Utility 4D (123456)
Shopping Behavior
SUVJeepJeep WranglerBlack Ext.2014Truck
2 · Team — closed ↔ open (assign-team-members editor)
closed — avatar cluster + "Show"
TeamShow
KSTBJM+2Karla Sellers, Taylor Bertrand +3
expand to edit
open — .sb-assign editor (Assigned + Subscribers)
TeamHide
Assigned · Sales Person
KS Karla SellersSales Rep
BDC Agent
TB Taylor BertrandBDC Agent
Subscribers
JMJim M.
The open state is the locked .sb-assign / .sb-assignitem assign-team-members editor — a filled "Assigned" member row (avatar + name/role + Change + remove ×) and a Subscribers multiselect (locked .sb-subchip chips + "Add Subscribers").
3 · Data derivation — section → source (Flutter)
SummaryCustomer.miniSummary — DAISI AI mini-summary. "Hot" / temperature → Customer.sentiment (AI). Location / Traffic Source / Lead Source → Customer.locations / trafficSources / leadSource(s).real data
Recent CommunicationsThe customer activity feed — CustomerActivityNotifier / getCustomerActivity.real data
TeamCustomer.dealerId (assigned) + Customer.subscriberIds.real data
Vehicle of InterestCustomer.recentDealVin / Year / Make / Model — the most recent deal.real data
AutomationsNo data source in the app yet — design-ahead.prescriptive
Suggested Next Action / Action DAISINot wired yet — design-ahead.prescriptive
Shopping BehaviorNot wired yet — design-ahead.prescriptive

Engineer reference. The shared Customer Details panel (.sb-inbox-details) used by the inbox + customer screens — every section is a live locked atom (.sb-card / .sb-sechead / .sb-commrow / .sb-avgroup / .sb-assign / .sb-assignitem / .sb-subchip / .sb-tag--g07), no new atoms, tokens byte-identical. Team opens into the locked assign-team-members editor. Derivation: four sections are wired to real Customer fields / the activity notifier (green); three — Automations, Suggested Next Action / Action DAISI, Shopping Behavior — are prescriptive design-ahead (orange) with no data source in the app yet.