> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vh3.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sentinels

> Understanding and configuring proactive monitoring

# Sentinels

Sentinels are VH3 AI's proactive monitoring layer. They run **24/7** against your operational data to detect emerging risks and growth opportunities while there is still time to act. Detection is a structured graph read, with near-zero AI cost at the watch layer.

For operators, a sentinel is the morning signal that something changed: repeat visits on one account, SLA slips in a region, a dormant customer worth calling, or an engineer-flagged follow-up that needs a quote.

## How sentinels work

Every sentinel is a **structured read on the operational model:** a query against the intelligence layer that evaluates a specific operational signal against configurable thresholds. Conversational AI is only invoked if you choose to generate a narrative explanation or briefing from the result.

<Steps>
  <Step title="Detection">
    The sentinel query runs against your graph, looking for the pattern it's designed to detect (e.g. repeat visits at a site exceeding threshold).
  </Step>

  <Step title="Scoring">
    Results are scored by severity. Each sentinel has a default threshold that determines what counts as a trigger vs. noise.
  </Step>

  <Step title="Delivery">
    Triggered results are available via the API, and can be routed to Slack, Teams, email, or WhatsApp via automation.
  </Step>
</Steps>

## Configuration

Every sentinel supports these configuration parameters:

| Parameter        | Description                                                         |
| ---------------- | ------------------------------------------------------------------- |
| `threshold`      | Minimum severity to trigger (higher = fewer, more critical results) |
| `lookbackDays`   | How far back to analyse (default varies by sentinel)                |
| `limit`          | Maximum results to return                                           |
| `excludeFilters` | Exclude specific engineers, sites, or customers from results        |

## Operational sentinels

Thirteen operational sentinels monitor for emerging risks across engineers, sites, customers, and SLAs:

### Engineer performance slip

Detects engineers whose SLA punctuality or completion quality has degraded compared to their historical baseline. Catches problems early, before a pattern becomes a client complaint.

### Site deterioration

Identifies sites where fault frequency or repeat visits are trending upward. Surfaces sites that may need a planned maintenance visit to reduce continued reactive attendance.

### SLA breach cluster

Finds concentrated SLA breaches, by geography, engineer, customer, or time period. Distinguishes between isolated misses and systemic problems.

### Scheduling drift

Flags jobs where planned vs. actual timings are diverging. Useful when planning assumptions have drifted from reality.

### Data quality issues

Surfaces anomalies in job records that may indicate extraction or ingestion problems, helping keep the intelligence layer clean.

## Growth opportunity sentinels

Six growth sentinels surface revenue opportunities hiding in your operational history:

### Dormant customer

Identifies customers with no recent job activity who previously had regular engagement. Useful for re-engagement and churn-risk review.

### Overdue service interval

Flags equipment or sites that have passed their recommended service interval, creating maintenance-contract review opportunities.

### Single-service cross-sell

Finds customers using only one service line when your business offers multiple, with evidence for cross-sell conversations.

### Engineer-flagged follow-up

Surfaces jobs where engineers noted "follow up," "recommend," or "return visit", so missed quote or revisit opportunities can be reviewed.

### Seasonal buying patterns

Identifies customers whose service rhythms suggest upcoming seasonal needs, supporting proactive outreach.

### Geographic upsell clusters

Finds neighbourhoods where one scheduled visit would make multiple nearby follow-ups economical.

## API access

Sentinel results can be run on demand, read as a digest, or reviewed historically.

| Action          | Endpoint                 | Typical use                                               |
| --------------- | ------------------------ | --------------------------------------------------------- |
| Run a sentinel  | `POST /sentinels/run`    | Test a specific pattern or trigger an automation          |
| Read the digest | `GET /sentinels/digest`  | Morning ops review or channel summary                     |
| Review results  | `GET /sentinels/results` | Filter historical detections by type, severity, or period |

Use the digest for daily operating rhythm. Use results when a manager wants to inspect trends or build a report section.

## Automation

Sentinel results are most powerful when routed automatically. Common patterns:

* **Daily Slack digest:** summary of all sentinel triggers posted to an ops channel each morning
* **Email alerts:** critical sentinels (SLA breach cluster, site deterioration) sent to account managers immediately
* **Weekly report inclusion:** sentinel results embedded in weekly operational reports
* **Case creation:** high-severity triggers automatically create a case for follow-up
* **WhatsApp notifications:** urgent alerts routed to field managers on the move

All of these are achievable via the VH3 AI n8n nodes (100+ pre-built templates) or direct API integration.

## From signal to ownership

A useful sentinel result should have somewhere to go. High-severity triggers can open a **case**, attach the relevant jobs or customer records, and assign ownership to the team responsible for that account, region, or function.

Example flow:

1. Repeat attendance sentinel flags a customer with three fire-panel callouts in six weeks.
2. The digest routes the result to the regional operations channel.
3. An automation opens a case, attaches the jobs, and assigns the regional team.
4. Connie drafts a short briefing with the cited job references for the coordinator.

## Related

<CardGroup cols={2}>
  <Card title="Working with your operation" icon="user-tie" href="/guides/working-with-your-operation">
    How operators use sentinels in the daily rhythm.
  </Card>

  <Card title="Reports" icon="chart-line" href="/guides/reports">
    Include sentinel digests in scheduled operational reporting.
  </Card>

  <Card title="Operational discovery" icon="magnifying-glass" href="/guides/operational-discovery">
    Run precedent searches after a sentinel flags a pattern.
  </Card>

  <Card title="Users and teams" icon="users" href="/guides/users-and-teams">
    How teams own the work that sentinels surface.
  </Card>
</CardGroup>
