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+2 Karla 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
123456
2025 Toyota Land Cruiser
1958 Sport Utility 4D
New • 8 mi
In Stock
$76,300
Shopping Behavior
SUV Jeep Jeep Wrangler Black Ext. 2014 Truck
The 424px right pane of the desktop Inbox tri-pane — ONE scrollable list of .sb-card sections (no pinned footer). Conversation Recap + Automations share a card (.sb-commrow rows: leading actor icon + name + direction arrow, right channel label in the locked activity channel-color tokens). Team is collapsed (avgroup + Show; expand reveals three .sb-assignitem rows). Action DAISI is attached inside the Suggested Next Action card (full-width, no icon, scrolls). Vehicle of Interest reuses .sb-tag--g07 chips for Shopping Behavior. Team collapsed shows avatars plus a subscriber count and expands to the full team list, matching the assignee hover component. The summary carries location when the dealership has more than one, traffic source, lead source, an AI summary paragraph and quick label management. Vehicle of interest is the primary deal — the most recently updated deal — with a link to all deals. The panel loads asynchronously. Suggested Next Action is always DAISI branded. It returns a channel, the reasoning behind it, and a primary CTA. Executing it posts to the activity feed and refreshes the suggestion; while a run is in progress the action shows as in-progress and is disabled. The communication strip is at most four lines: the last customer message, the last dealer message, the last DAISI message and the last automation. Calls, texts and emails only — every other activity type is excluded from this strip.