Sentinel Guide

Core Concepts

Your Bot

Every Sentinel subscription includes a dedicated AI bot. This is your personal assistant — it knows your profession, remembers your clients, and gets better over time.

What is a Bot?

A bot is an AI assistant that lives in your Sentinel room. It's always online and ready to help. When you type a message, your bot reads it, thinks about what you need, and responds — usually within a few seconds.

Dedicated to you

Your bot is not shared. It's exclusively assigned to your room and your team. Other companies on the platform cannot see or interact with your bot.

Profession-specific

Your bot is configured for your industry — whether that's mortgage broking, conveyancing, real estate, accounting, or another profession. It understands your terminology and workflows.

Always available

Your bot runs 24/7. You can message it at any time and it will respond. It can also run tasks on a schedule while you're away.

What Your Bot Can Do

Your bot has several capabilities built in. You don't need to navigate menus or learn commands — just describe what you need in plain English.

Memory & Learning

Remembers your clients, preferences, and past conversations. Gets smarter over time.

Skills

Specialised automations for your profession — reports, document processing, email drafting, and more.

Cron Jobs

Schedule recurring tasks — morning briefings, daily summaries, automated follow-ups.

Integrations

Connect to Google, Microsoft, and other services for email, calendar, cloud storage, and more.

Web Browsing

Your bot can browse the web to look up information, check listings, or research topics on your behalf.

File Handling

Upload documents and your bot reads, analyses, and extracts data from them. It can also create and send files.

The Sidebar

The right sidebar in your room gives you quick access to your bot's features. Click the icons in the room header to open each panel.

Skills Panel

View the list of skills your bot has. Skills are automations and workflows — the bot uses them automatically when relevant.

Cron Jobs Panel

See all scheduled recurring tasks and their status. Create, modify, or remove cron jobs through the chat.

Integrations Panel

Connect or disconnect external services. Once connected, your bot can access your email, calendar, and more.

Documents Panel

Browse files in your bot's document storage — uploads, generated reports, and reference material.

Set the rules. Your bot follows them forever.

Your bot comes with pre-configured rules, but you can add your own guardrails at any time. Want approval before every email? Tell your bot to add it as a rule. It will be enforced in every conversation, permanently.

Learn about Guardrails →

Your bot is private

Your bot, conversations, documents, and data are completely isolated from other users on the platform. No one outside your room can see or access your information. See the Security page for details.