A·I
AI Engine
An AI that actually knows your business.
Copilot, lead scoring, deal intelligence, cross-data search. Ask anything, across everything.
3
pages
12+
capabilities
status
How it connects
- →Copilot has live context: pipeline value, contacts, tickets, activities, revenue
- →Lead scores written back to CRM contact records
- →Deal insights stored on deal records — visible from deal detail
- →Copilot can create contacts, move deal stages, log activities as actions
Every page, every feature.
3 pages in this module.12+ capabilities total.
Sentinel Copilot
/ai/copilotFeatures
- ✓Persistent conversation sidebar — up to 20 recent conversations
- ✓SSE streaming responses from Claude — token-by-token display
- ✓5 action tools: get_metrics, search_crm, create_contact, update_deal_stage, log_activity
- ✓Full agentic loop — up to 6 iterations, parallel tool execution
- ✓Live context injection before every Claude call: pipeline, contacts, tickets, revenue
- ✓Conversations persisted to DB — title = first 60 chars of first message
- ✓New conversation resets to fresh chat; ?c= searchParam loads history
How it connects
Copilot can act across every module — creating contacts in CRM, moving deal stages, logging activities, and fetching live revenue from Commerce. It's the single interface across all 12 modules.
Lead Scoring
/ai/lead-scoringFeatures
- ✓"Score leads" button — triggers Claude Haiku analysis for all contacts
- ✓Scores contacts 0–100 with grade A/B/C/D
- ✓Signals list per contact (e.g. high activity, strong profile, recent engagement)
- ✓Claude-generated reasoning shown inline in the table (1–2 sentences per contact)
- ✓Processes up to 50 contacts per run
- ✓Scores upserted to AiLeadScore — visible on CRM contact detail
How it connects
Lead scores are written back to CRM Contact records and displayed on Contact detail pages. High-scoring contacts can be enrolled in Automation sequences directly.
Deal Intelligence
/ai/deal-intelligenceFeatures
- ✓"Analyse" button per deal — triggers Claude Haiku analysis
- ✓Risk score (0–100) with High / Medium / Low badge
- ✓AI-generated summary of deal health
- ✓Strengths list, risks list, next steps list — all from Claude
- ✓Insights stored on deal record — upserted on each re-analysis
How it connects
Deal insights are visible on the CRM Deal detail page under the AI intelligence panel. Risk scores feed Analytics dashboards.
How AI Engine connects to the rest of Sentinel
Because every capability shares the same data, AI Engine works better when the rest of your team is in Sentinel too.
CRM Engine
Score every contact in your database with one click.
Marketing Cloud
Generate campaign copy, audiences, and landing-page text inline.
Service Cloud
Summarise entire ticket histories before replying.
See AI Engine in action.
20-minute walkthrough customised to your team. Or start a 14-day free trial right now.