Build with ♥ for CS, Account Management & GTM Ops

Surface every customer signal

Agents deliver the right signal, at the right time, so your CSMs focus on outcomes, not firefighting.

Trusted by teams at
Salesbricks Merge Ocrolus Kong Ivo MuleSoft
★ 5.0 on G2

Every stage of the book

Agents for every stage of the customer journey.

From deal close to expansion. One platform, every motion, with reasoning you can audit.

Onboarding — MuleSoft2 of 5 milestones complete
Onboard
Milestones
✓Stakeholders introducedAAnton
✓Integrations connectedAAgustín
First success metric definedEEmilia
Training session scheduledVValentín
Handoff to ongoing CSMPPaul
SSO config — waiting on the IT owner
◆Surface the SSO blocker to the IT owner before it slips→
Catch me up on the MuleSoft handoff
Sonora

MuleSoft — $186k ARR, closed Jun 1

  • Champion — Meghan Haenn (VP People Ops) ran the eval; pitched Cascade Core over their legacy HRIS.
  • Decision — 4-month eval; procurement required SOC 2 + SSO. Legal cleared after a DPA addendum.
  • Pain — onboarding split across 3 tools; HR spending 8 hrs/week on manual data entry.
  • Competition — beat Rippling & BambooHR on workflow automation.
  • Open risk — SCIM blocked on IT (no intro yet); no success metric defined.
✓ 425 scored · 37 behind schedule
Onboarding LaggardEnrichment · 425 accounts scored
Activate
Usage 90dAccountOnboarding
MuleSoftOn track
RetoolBehind Schedule
FinOn track
LoomBehind Schedule
NotionOn track
CartaBehind Schedule
RetoolEnterprise · mature (6 mo)
Activate
Why it's behind
Behind Schedule
  • Only 2 of 5 onboarding milestones complete — SSO and data migration haven't started.
◆Route Retool to enablement — unblock SSO + migration→
Fin$186k ARR · renews Jun 1
Monitor
3.0
At Risk
Health score · every signal traceable
Product Usage1
Touchpoints10
Sentiment5
Issues1
◆Flag for CSM outreach — start a usage-recovery play→

◆ Why

Usage decline — 23 → 18 → 14 active users (Mar–May). 3 core modules (Org Chart, Onboarding Workflows, Tax Provider) dark since May 12 — only Employee Directory still active.

Renewals425 classified · 312 auto-renewed
Renew
↻
Auto-renewStable usage · no open issues
312
!
Risk · human touchUsage decline · issues unresolved → CSM
74
↗
Upsell · human touchUsage +25% · quote requested → AE
39
0Overdue
6Due this week
5.0eCSAT (mo)
◆312 renewal drafts ready · 113 routed to owners→

◆ Spotlight

Loom · $240k → Upsell. Usage up 47% over 3 months; asked for access to Payroll + Benefits on the last call.

Draft emailExpansion play · Loom
Expand
ToTMTalley MitchellLNLiz Novak
SubjSaw you hit 1,000 active employees!

Hi First name,

Saw Loom cross 1,000 actives on Cascade Core this week — a long way from where we started.

Worth 30 minutes on what the next chapter looks like? Schedule here.

✈ Send to 2Queue to send
LoomExpansion email
Expand
✓Email sentDelivered to 2 recipients

◆ Trigger

Activation milestone — Loom crossed 1,000 active employees on Cascade Core.

How it works

Agents turn signals into the right play.

Every call, ticket, email, and usage event is structured, scored, and connected — not just another alert.

Sonora
Agents that work every account
✦
AI ResearcherDescribe what you need — Sonora handles the rest.
Templates
♥
Customer HealthScore based on usage, sentiment, and support signals
↗
Expansion OpportunitiesAccounts showing upsell intent
↻
Renewal PlayAuto-renew low-risk accounts, flag the rest for human touch
!
Escalation RiskAccounts with unresolved issues and declining sentiment
Anticipating escalations · 23 / 425
Agents find the signals

Deploy thousands of agents across your book of business.

Health checks, renewal prep, escalation flags, expansion signals — running on every account, every day.

10K+Mergeagent runs per week across customer accounts
Explore Agents →
▏↑
Understanding your request…
Preview

Health across the book

At riskEmergingHealthyThriving
Preview

At-Risk Renewals · next 90 days

CustomerHealthARRRenews
AAtlassianAt Risk$1.72MJun 11
NNavanAt Risk$136kJun 9
FFinAt Risk$108kMay 3
CCartaAt Risk$71kJul 13
LLoomAt Risk$49kJul 8
Signals become insights

Build the dashboard you actually want, in plain English.

At-risk renewals, expansion pipeline, health by segment — ask for what you need and Sonora builds it.

8×Ocrolusfaster QBR prep with unified account context
Explore Canvas →
Actions · 11 tasks · 2 critical
Product usage decline at RetoolUsage down 51% over the past month. Drafted outreach.RRetool·Health·Overdue
✦ Draft ready
Urgent: SSO access issues at FinEmerging trend in support tickets around SSO. Multiple accounts affected.FFin·Health·Today
✦ Draft ready
Share the new release with customersYour product team just shipped a Slack integration that 3 customers have been asking for.LLoom +2·Engagement·Overdue
✦ Draft ready
QBR deck ready for MuleSoftPulled usage trends, open issues, and expansion signals into a deck. Ready to review and send before Thursday's call.MMuleSoft·QBR·In 2 days
✦ Draft ready
Congratulate Ishmeet Singh on their promotionIshmeet Singh from MuleSoft just had a promotion. Drafted an email to congratulate.MMuleSoft·Stakeholder·Today
✦ Draft ready
Insights become actions

Every signal ends in a ready-to-send action.

Renewal outreach, QBR decks, risk escalations, expansion plays — drafted by Sonora, sent with one click.

4hrsKongper week saved per CSM by automating workflows
Explore Actions →
Ask Sonora · your whole book
▏
Sonora

Customers see the most value in 0 areas — payroll accuracy, workforce analytics, and performance management.

  1. Payroll accuracy — Zero tax errors. Multi-state corrections dropped to zero in the first full quarter.
  2. Workforce analytics — Board-ready. DEI & attrition dashboards now drive executive reporting.
  3. Performance management — 92% completion. Exceptional rates on 360s and mid-year reviews across the book.

↳ Synthesized from feature requests, team notes & product usage

Actions become outcomes

Discover customer outcomes.

Plain-English answers across every account — where value is landing, what's at risk, and what to do next — with the reasoning attached. Ask from the app, Slack, or Claude via MCP.

20+Salesbricksprebuilt templates: QBR, VoC & expansion
Explore Chat →

Pre-built connectors

Your customer knowledge graph.

Every call, ticket, email, and usage signal becomes the customer's memory — one that compounds over time.

+8

Browse all integrations →

Customer stories

Teams that stopped maintaining dashboards.

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SonoraCustomer stories
MergeOcrolusIvoKongSalesbricks
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Tok UtsunomiyaHead of CS
Merge

“We ran a full eval of every CS platform. Sonora was the only one where the AI was the product.”

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Mike MastersVP Account Mgmt
Ocrolus

“Health scores you can actually trust. Every signal is traceable, every score has its reasoning.”

Read the full story →
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Kostja MirkovicGTM Strategy & Ops
Ivo

“We consolidated our entire CS stack to the essentials — and run post-sales far better for it.”

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Reza ShafiiSVP of Product
Kong

“Fragmented signals, unified into an AI-native experience — insight is finally actionable across the org.”

Trust

Enterprise-grade security at scale.

Encrypted in transit and at rest, monitored 24/7, and never used to train shared models — your accounts, conversations, and context stay yours.

Rigorous enterprise standardsSOC 2 Type II · CASA Tier 2
Explore security →

Every signal, folded into action

Go live this week.

Live in days, not quarters. See measurable ROI in your first week.