Aoife Patel

Inspect the event timeline, review why the user is scored this way, and capture intervention outcomes for the first envelope sent journey.

Pilot workspaceRefresh on load
Actively onboardingusr_aoife

Operations Lead - Legal services

aoife@blueharbourlegal.co.uk - acct_blueharbour

Intent score

95

high confidence

Alert state

Quiet

Last activity

1 day ago

Blocked since

Not blocked

Activated at

Not activated

First-send timeline

Full event trail across templates, recipients, checks, and send actions.

6 of 6 events

Timestamp

Event detail

14 Mar 2026, 08:55

sess_aoife_1

signup_completed

/welcome

14 Mar 2026, 09:03

sess_aoife_1

template_created

/onboarding/templates/new
template_name
Mutual NDA

14 Mar 2026, 09:16

sess_aoife_1

recipient_added

/send/recipients
recipient_count
2

15 Mar 2026, 08:11

sess_aoife_2

identity_check_started

/send/identity
provider
Onfido

15 Mar 2026, 08:19

sess_aoife_2

identity_check_failed

/send/identity
failure_reason
document_mismatch

15 Mar 2026, 08:28

sess_aoife_2

help_article_viewed

/help/identity-checks
article_slug
identity-checks

Why this user is in review

Completed 4 first-send steps.

Viewed help content while preparing the first envelope.

Used a first-value e-signature feature before activation.

Recommended next action

Monitor progress closely and prepare a nudge if the send flow stalls in the next session.

Signal breakdown

Raw behavioural counts feeding the current intent score.

Distinct steps

4

Return sessions

1

Help views

2

Repeated attempts

0

Record intervention

Keep operator notes and outcomes attached to this review record.

Recent notes

0 items

No interventions have been recorded for this user yet.