Getting started & sign in
All our frequently asked questions for getting started.
Use a supported provider on the sign-in page: Azure AD (Microsoft work/school) or Google.
Use the option that matches the email identity your SentientPro account was created with (Microsoft vs Google).
Confirm you’re using the correct sign-in provider, verify your email is approved, and contact your admin or Support.
Navigation & access
Learn how to navigate around the SentientPro platform.
Select Settings from the main left navigation.
All users can access My Account, Integrations, Privacy & Data, Help & Support. Admin-only sections include Organization, Tokens, Billing, Teams, Members, Audit Logs. (System is Global Admin-only.)
Security
Learn about the security features built into SentientPro.
Unlike other LLM solutions Sentient Pro is unique to your organisation. The data that you feed in is held securely in your Sentient Pro account - you can be confident that your queries and the data Sentient Pro references won’t be read by third parties. All your sensitive data is encrypted at rest and key vaults are used where necessary. All data is sent and received over secure protocols (https). By default, SentientPro only has read access to your calendar and emails meaning it cannot write or edit your conten
Yes. You can link SentientPro to your organization’s Google / Microsoft accounts for greater control of your team’s data use.
Yes. All your sensitive data is encrypted at rest and key vaults are used where necessary.
Yes. All data is sent and received over secure protocols (https).
By default, SentientPro only has read access to your calendar and emails meaning it cannot write or edit your content.
Organization
Frequently asked questions about managing an organization. Available to Admins only.
An Organization is a shared workspace that groups users, settings, tokens, and billing under one company/team.
Only Organization Admins can access Organization tabs and manage members, teams, tokens, and billing.
A unique identifier for the organization (read-only) used by the system for workspace identity.
Company Verification confirms organization/domain legitimacy to support secure user assignment and trusted access.
In Organization > General, you can update the primary brand color and core organization details.
Teams
Frequently asked questions about managing Teams. Available to Admins only.
An Organization is a shared workspace that groups users, settings, tokens, and billing under one company/team.
Go to Settings > Organization > Teams to create teams, assign members, and manage team structure.
Users are not currently in a team; admins can assign them for better organization and access structure.
Digital Sales Assistant
Frequently asked questions about our Digital Sales Assistant and the AI.
SentientPro doesn’t replace your CRM, it strengthens it. While CRMs show what reps log, SentientPro takes a proactive approach to pipeline by surfacing real execution data by unifying CRM, calendar, and email data to show what’s happening in real time.
SentientPro combines elements of Open AI along with our custom-built suit of tools. Each insight is source linked and confidence scored so teams can quickly trust and verify what they’re seeing.
We see the strongest impact with growing SMB and mid-market teams where manual prep is still high, and leaders want clearer visibility into deal momentum. That said, any team managing active pipeline can benefit.
Most teams reduce prep and admin time by 60–70% by consolidating research, meeting context, and activity signals into one place.
SentientPro surfaces early warning signals (gaps in meeting activity, inactive accounts, and engagement trend, and more) so managers can intervene before deals slip or forecasts become unreliable.
Onboarding is lightweight. No installation needed. Users login via secure link, complete a short setup, and can start seeing value within the first few days.
ChatGPT is great for general answers. SentientPro is built for Salespeople. We provide every single result and report with the sources, dates, and inbuilt confidence scores.
Sales Training Gym FAQs
Frequently asked questions about the Sales Training Gym.
Earn XP towards your progress on the Global Leaderboard by completing the SentientPro Expert Coach delivered content. Company Leaderboards are designed for competing against your peers inside your own company when you have a Team license. XP earned for Company created courses do not count toward progress on the Global Leaderboard.
You can. Watching a video of someone running doesn't make you aerobically fitter. Videos give you information; the Sales Gym gives you application. We enable you to practice through simulations against different personas, test your knowledge, and build daily habits that translate to higher commission checks.
Yes. Whether you sell software, cybersecurity, or industrial manufacturing, the psychology of a buyer is universal even if the process may vary. Our core "Belt System" teaches the universal mechanics of selling, and our "Bonus Modules" allow you to dive into specific niches (like selling to technical buyers).
That’s exactly why we built it this way with short-burst learning to done in a few minutes of down time. The Gym is designed for the "Mid-Day Slump" or the "Golden Hour" prep. Most lessons are broken down into short videos or quick, self-paced slides. You don't need to block out an afternoon; you just need 10 minutes a day between calls.
That depends on your hustle. The Gym is self-paced. If you do one module a day, you can level up quickly. But you can't cheat the system. You only earn XP (and belts) by passing the gates and proving you know the material. This is not just a gaming system, it is a tool to aid your career.
No contracts. You can choose a monthly rolling subscription and cancel anytime with one click, or save money by choosing the annual plan. You are in total control.
Tokens & usage
Frequently asked questions about tokens and usage.
SenTokens are usage-based tokens that power AI features (Research, AI suggestions, analytics, etc.).
Admins manage organization token settings and can set user limits in Organization > Tokens.
Admins can monitor total available, used, remaining, and usage by user/activity in Organization > Tokens.
AI-powered features may be limited until tokens refresh or additional tokens are added.
Yes—token usage is driven by AI feature usage (like running research or generating insights).
Billing
Frequently asked questions about billing. Available to Admins only.
Go to Settings > Organization > Billing.
Starter (14-day trial), Professional, Enterprise.
Your plan determines seat count. Admins can invite members up to the seat limit; adding more requires purchasing seats or upgrading.
In Billing, admins can manage payment methods and review invoices/billing history. SentientPro uses Stripe for payment processing.
Audit logs
Frequently asked questions about audit logs. Available to Admins only.
Audit Logs are a record of admin/system actions used for transparency, troubleshooting, and compliance.
Action summary/status, timestamp, actor, affected resource identifiers, and technical context/error details when applicable.
Yes—Audit Logs can be exported to CSV for reporting/compliance.
My Account
Frequently asked questions about my account. Available to Users only.
Your personal details, linked accounts, meeting preferences, and optional profile information used to personalize your experience.
If supported by your account setup, linked accounts may include Google/Microsoft providers for authentication.
Go to Settings > My Account > Meeting Preferences.
Integrations
Frequently asked questions about integrations.
Email: Gmail, Microsoft Outlook. CRM: HubSpot, Salesforce.
Email integrations are typically user-managed (each user connects their own email).
CRM integrations are typically admin-managed for the organization.
No. Integrations use secure OAuth and do not store passwords.
Yes. Integrations can be disconnected from the Integrations settings.
Dashboard & Widgets
Frequently asked questions about dashboards and widgets.
Widgets are modular dashboard components that display insights, activity, and analytics.
Yes. Use widget settings to enable/configure widgets, restore defaults, cancel changes, or save your layout.
Core widgets provide essential daily workflow insights. Advanced widgets provide deeper analytics and power-user features.
A group of analytics visualizations (Meeting Volume Timeline, Industry Distribution, Activity Heatmap, Meeting State Funnel) for deeper trend analysis.
Yes—some widgets (like Admin widgets) may be visible only to users with appropriate permissions.
Calendar
Frequently asked questions about dashboards and widgets.
A time-based calendar view, upcoming meetings list, join links, and AI-suggested content related to meetings.
Use the Join Meeting button from the meeting card (or select the meeting from the calendar, if available).
Examples in your guide include Confirmed and External (includes participants outside your organization).
Common causes include: calendar not connected, permissions not granted, the meeting isn’t in your calendar, or meeting visibility settings filtering it out.
No. It’s a view and context layer; it does not create/edit/delete calendar events.
Research
Frequently asked questions about research.
A time-based calendar view, upcoming meetings list, join links, and AI-suggested content related to meetings.
- My Research: private research visible only to you by default
- Organization Research: research shared with teams or the organization for collaboration
A visual map of entities (nodes) and relationships (links) discovered by the Research Agent.
Your guide lists: Overview, Report, Entities, Relationships, Costs, Events.
Yes. Common actions include View in Graph, Download Report, Share with Teams, and Delete (if permitted).
Yes. Research jobs use SenTokens.
Privacy & Data
Frequently asked questions about privacy and data. Available to users only.
In Settings > Privacy & Data, users can access the Privacy Policy, Terms of Service, and Data Processing Addendum.
Submit a deletion request in Privacy & Data.
Your guide notes a 7-day grace period, during which the request can be canceled by signing back in; after that deletion is permanent.
Export is coming soon.
Help & Support
Frequently asked questions about help and support.
Go to Settings > Help & Support and submit a request.
Use Report a Bug and include clear reproduction steps and expected vs actual behavior.
Yes. Your Requests shows previously submitted items and status updates.
Export is coming soon.