Overview

Sonora is the agentic customer intelligence platform for post-sales teams. Connect your CRM, calls, support tools, email, Slack, and product analytics, and Sonora’s agents read every account every day — turning scattered signals into customer truth your team can act on, with the reasoning behind every output traceable to the underlying data.

It’s one system for the work CS, account management, and RevOps used to spread across five.

Agents

Agents are the engine. They run continuously in the background, enriching every account with what isn’t already in your stack — funding rounds, hiring signals, satisfaction trends derived from support history — and scoring health from weighted signals across usage, sentiment, touchpoints, and tickets. Every score links back to the data it came from. Their outputs feed everything else: chat answers, Canvas dashboards, and the actions below.

Actions

Actions turn your connected data into a daily task list, ranked by expected impact. A playbook watches for a pattern and fires an action when it matches — a feature release that lines up with what 37 customers asked for, a champion who just changed jobs, an account whose usage dropped 40% in two weeks. Where it makes sense, Sonora drafts the outreach from the customer’s own history so your team ships it, rather than writing it from scratch.

Canvas

Canvas builds dashboards from a sentence. Describe a view — at-risk renewals, ARR by health bucket, support volume by severity — and Sonora assembles the block with live data. Layer blocks to monitor a region, a tier, or your whole book; save it, share it, or have it emailed daily.

Ask anything

Chat is the interface over every connected source. “Which enterprise accounts mentioned SSO on a call this quarter?” returns names, calls, dates, and the relevant transcript snippets — not a dashboard you have to interpret. Prompts keep the questions worth reusing: save a query once and the whole team reruns it with a click, alongside 20+ built-in templates for QBR prep, voice-of-customer reports, and expansion plays.

People Graph

People Graph tracks every stakeholder at every account: role, engagement, sentiment, relationship strength. It flags champion departures the day they happen and surfaces the contacts you should be cultivating before renewal.

Connect

Sonora’s value scales with what’s connected. The fastest setup path is:

1. Start with the CRM. Salesforce or HubSpot brings in accounts, contacts, opportunities, and the custom fields your team works in.
2. Add conversations. Gong, Chorus, or Granola for call recordings and meeting notes, Zendesk / Intercom / Pylon for support, Google Workspace for email and calendar, Slack for internal threads.
3. Layer on product data. Snowflake or BigQuery for usage and event metrics.
4. Optional but useful. Aha! for product ideas, Clay for post-sales handoff from outbound.

You don’t need to finish step 4 before step 1 starts paying off. The CRM alone unlocks chat, Canvas, and the relationship side of People Graph; each new source compounds.

Connections run both ways. Sonora’s Model Context Protocol server exposes your workspace to Claude Desktop, Cursor, and other AI clients, so your team can query customers from the tools they already work in — the same answers, without leaving the editor or terminal.

Where to go next

• New to the product? Start with Agents to see what powers the platform, then Chat for how you interrogate it.
• Setting up a tenant? Pick your CRM in Integrations and follow the setup notes, then add your team and set roles under Workspace administration.
• Connecting an AI client? See Model Context Protocol to query your workspace from Claude Desktop, Cursor, or Claude Code.
• Security or compliance review? Start with the security overview, then the vulnerability disclosure program and network access.

Anything missing or unclear, write us at support@usesonora.com.