Early accessBook a tailored walkthrough

SentinelAgentic business software

Your business, with AI that does the work. Built around you.

Customised modules, AI agents, voice calling, an AI chatbot, a meeting notetaker and automations, in one workspace shaped around how your company runs.

Book a demo
See pricing

02Customised for you

Shaped around your business.

We set up the modules, fields and workflows your company actually uses. A lender, a wealth firm and a real estate team each get a workspace that fits.

How customisation works

Examples: Lending: Loan files, Lenders, Payouts. Wealth: Client holdings, Statements, Suitability. Real estate: Leases, Brokerage, Facilities. Every workspace also has CRM, Finance and HR.

03Agentic AI

AI that takes the next step.

Sentinel's agents take defined actions across your workspace, not just answer questions. Sentinel AI acts within the permissions of the person asking.

Meet the agents

  1. Sentinel AIFind this month's unpaid invoicesOnly what you are allowed to seeDone
  2. ChatbotBook the time the lead pickedFrom your connected calendarDone
  3. VoicebotCall to confirm the meetingOutcome saved on the contactDone

Illustrative tasks.

04AI voice calling

It makes the calls for you.

Sentinel calls your leads and clients, says up front that it is an AI, offers real meeting times and saves the transcript, with the outcome recorded on the contact. Use it for sales and for client servicing.

How voice calling works

Outbound call · AIIllustrative
  1. AIHi Meera, I'm an AI assistant calling about your demo request. Is now a good time?
  2. MeeraYes, go ahead.
  3. AII can offer Tuesday at 4 pm or Wednesday at 11 am for a demo. Which suits you?
  4. MeeraTuesday at 4 works.
Meera IyerLead · Brightline
Interested · Demo Tue 4 pm

Transcript and outcome saved

05AI chatbot

Sales and service, in the chat.

The chatbot talks to leads and clients on your website and on WhatsApp. It captures leads, books real slots from your calendar and hands over to a person when asked, for sales and for client servicing.

How the chatbot works

yourcompany.comIllustrative

Website chat Sales

  1. Visitor: Do you work with lending teams?
  2. Chatbot: We do. Would a demo help? I can offer Tue 4 pm or Wed 11 am.
  3. Visitor: Tue 4 pm works.
  4. Lead captured · Demo Tue 4 pm
On WhatsAppClient servicingIllustrative
  1. Meera: Hi, I need to update the address on my account.
  2. Chatbot: Thanks, Meera. I've passed this to Rohan, who looks after your account.
  3. Service request · handed to Rohan

06AI notetaker

Your meetings, written up for you.

Paste a Google Meet, Zoom or Microsoft Teams link on a lead. Sentinel's notetaker joins, takes notes, and adds a draft summary with next steps to the lead's timeline for you to review. Approved next steps can become tasks.

Works with Google Meet, Zoom and Microsoft Teams.

Meeting link added on the lead

Draft summary

  • Wants a demo for the lending team
  • Tracks loan files in spreadsheets today

Next steps

  • Send the proposalApproved → task
  • Share pricing
Arjun RaoLead · Activity timelineIllustrative
  1. Meeting summaryDraft for reviewToday
  2. Task: Send the proposalToday
  3. WhatsApp chatMon

07Automations

Set it up once. It runs every time.

Pick a trigger, add steps and write conditions in plain language, or start from a ready-made automation.

See automations

  1. WhenA new lead comes in
  2. ThenSend a WhatsApp welcome
  3. ThenAssign a relationship manager
  4. ThenWait
  5. ThenRemind the owner to follow up

Illustrative automation.

08One workspace

The whole company, in one place.

CRM, marketing, support, finance, HR and operations share one workspace, so the AI works with context from across your business.

Explore every module

  • Role-based access
  • IP allowlisting
  • Audit log
  • Encrypted credentials
  • Two-factor sign-in

Ready when you are.

See Sentinel shaped around your business, in a demo with our team.

Book a demo
See pricing

Built in India · Customisable AI-powered Business Operating Software