Sonora Documentation

The agentic customer intelligence platform for post-sales teams. Sonora’s agents read every account and turn every signal — calls, tickets, emails, CRM, product usage — into answers, actions, and dashboards your team can act on today.

Features

• ChatAsk anything across CRM, calls, support, email, and product data — answered with citations.→
• AgentsBackground agents that read every account — health, renewal, expansion, enrichment — and write findings back.→
• ActionsTurn every signal into a ranked daily action list, with outreach drafted from each customer’s history.→
• CanvasBuild dashboards by describing what you want to see. Live data, no widget config.→
• People GraphTrack stakeholders, champions, and relationship strength across every account.→
• PromptsSave a good question once; your whole team reruns it with one click.→

Integrations

• SalesforceAccounts, contacts, opportunities, and the custom fields you live in.→
• HubSpotCompanies, contacts, deals, and engagement records.→
• Google WorkspaceGmail, Calendar, and Meet recordings via domain-wide delegation.→
• GongCall recordings, transcripts, and meeting metadata.→
• ChorusCall recordings and transcripts from Chorus.ai.→
• ZendeskTickets, comments, and customer organizations.→
• IntercomConversations, contacts, and tags.→
• PylonIssues, conversations, and feature requests.→
• SlackCustomer channels and a Sonora bot for chat in DMs.→
• Aha!Ideas, features, and roadmap items linked back to customers.→
• ClayHand off closed accounts from Clay tables to post-sales.→
• SnowflakeProduct usage from your data warehouse.→
• BigQueryProduct usage from your data warehouse.→

Setting up your team? See workspace administration. Connecting an AI client? Query your workspace from Claude Desktop, Cursor, and others via the Model Context Protocol server. Reviewing security? Read the security overview. Compare plans at sonora.cx/pricing.

Need help? Reach the team at support@usesonora.com.