Governance
Company-wide rules for what agents may do, who can approve, and a record of every change. These rules are enforced by Sentinel itself, not by the agents' instructions.
What agents may do
Every agent tool falls into one of these actions. An agent's own settings can be stricter than this, never looser.
| Action | Examples | Runs on its own | Needs approval | Not allowed |
|---|---|---|---|---|
| Read and summarize | Read email, search documents, summarize a thread | |||
| Create internal items | Create a task, post to an internal Slack channel | |||
| Send external email | Reply to a client, send a follow-up to a lead | |||
| Update customer records | Change a HubSpot contact, move a deal | |||
| Reassign work | Move a task from one employee to another | |||
| Delete records | Delete an email, contact, file, or task | |||
| Payments and payroll | Send a payment, change payroll, issue a refund | |||
| Employment decisions | Hire, fire, discipline, or change compensation | |||
| Legal agreements | Sign or accept a contract on the company's behalf | |||
| Change access controls | Grant permissions, add users, change roles |
Locked rules are Dausend platform policy. Payments, payroll, employment decisions, contracts, and access changes always need a person.
Dausend support access
Dausend staff cannot see your workspace unless an owner grants access, and access always expires.
Cameron Dausend can view and fix workflows. Granted by Maya Ortiz for: monthly managed operations review.
Everything they do is recorded in the activity log below.
Roles
Assign roles to people in Settings.
- OwnerBilling, workspace settings, every agent and user
- AdministratorUsers, permissions, integrations, and workflows
- Department ManagerTheir department's agents, workflows, approvals, and reports
- EmployeeAssigned tasks, permitted agents, and approvals assigned to them
- AuditorRead-only access to runs, logs, and compliance records
- Dausend OperatorSupport access only when granted, for a limited time
Activity log
A permanent record of what people, agents, and Sentinel did. Entries cannot be edited or deleted.
- Customer Service Agent drafted a replyInquiry from Victor Chen12 min ago
- Grace Kim approved with editsReply to Hannah Lowe25 min ago
- Operations Coordinator Agent posted 2 alerts#operations28 min ago
- Sentinel marked integration as needing attentionHubSpot1 hr ago
- Daniel Reyes changed approval ruleUpdate customer records: approval required2 hr ago
- Tom Whitaker approvedReply to Owen Patel5 hr ago
- Cameron Dausend started support session (granted by Maya Ortiz, 4 hours)Workspace6 hr ago
- Tom Whitaker created agentClient Report Drafteryesterday
- Priya Nair paused agentSales Operations Agent2 days ago
- Cameron Dausend published version 3Operations Coordinator Agent2 days ago
- Tom Whitaker published version 4Customer Service Agent3 days ago
- Maya Ortiz invited memberLeo Hart (Auditor)3 days ago