Sterling Ridge Wealth Advisors
AI Receptionist Demo
Contacts
People the AI agents have spoken with
Demo data — resets nightlyTotal Clients
0
in the directory
New This Period
0
27.3% of directory
Repeat Rate
0%6.0%
Avg Lifetime Value
$0
across 33 clients
Directory
Captured automatically from voice & chat conversations
| Name | Phone | Tags | Interactions | Lifetime Value | Last Interaction | Status |
|---|---|---|---|---|---|---|
Sarah Jackson Orland Park, IL | +1 (555) 013-2761 | VIPRepeat | 14 | $10.3k | 6d ago | Active |
Ashley Garcia Lake Forest, IL | +1 (555) 015-9800 | Repeat | 3 | $12.8k | 6d ago | Active |
Sarah King Orland Park, IL | +1 (555) 017-4866 | Repeat | 6 | $10.5k | 4d ago | Active |
Olivia Nguyen Wheaton, IL | +1 (555) 015-9593 | VIPRepeat | 7 | $9,983 | 6d ago | New |
Priya Garcia Lake Forest, IL | +1 (555) 015-1235 | Repeat | 12 | $14.2k | 6d ago | New |
Emily Harris Barrington, IL | +1 (555) 010-8618 | New | 1 | $4,971 | 4d ago | Active |
Brittany White Orland Park, IL | +1 (555) 011-3852 | Repeat | 4 | $7,843 | 1d ago | Active |
Ashley Ali Wheaton, IL | +1 (555) 010-2737 | New | 2 | $8,953 | 4d ago | Active |
Diego Chen Lake Forest, IL | +1 (555) 012-9364 | Repeat | 14 | $12.4k | 6d ago | Active |
Emily Gonzalez Naperville, IL | +1 (555) 014-8752 | New | 3 | $13.4k | 6h ago | New |
Diego Lewis Evanston, IL | +1 (555) 019-4137 | Repeat | 3 | $3,493 | 2d ago | Active |
Amanda Johnson Wheaton, IL | +1 (555) 012-1319 | New | 3 | $3,797 | 2d ago | New |
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