Tools

The tools your team works in. One connected workspace.

Enrichments, actions, canvas, and chat all run on the same Customer Knowledge Graph — so a signal one tool surfaces is a draft the next one sends and a view the one after that builds.

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One workspace

Four tools, one brain underneath.

Each reads from the same Customer Knowledge Graph — so what one surfaces, the next can act on.

  1. Enrichments

    40+ agents read every account daily, turning usage, calls, tickets, and email into health, risk, and expansion scores you can trace back to the signal.

  2. Actions

    Each play has a trigger. When the signal fires, the outreach is already drafted from that account's own history — review, tweak, send.

  3. Canvas

    Describe the slice you need and Canvas builds the chart, the table, and the account list behind it. No SQL, no waiting on a BI team.

  4. Chat

    Ask questions across your whole book and get answers with the accounts attached — from the app, from Slack, or from Claude over MCP.
Enrichments

Every account, scored every day — with receipts.

40+ purpose-built agents read every account in your book daily, turning raw signals from product usage, calls, tickets, and email into health, risk, and expansion scores — each one traceable back to the exact signals it came from.

  • Traceable by design. Click any score to see the signals behind it and how each was weighted. No black-box numbers.
  • Current, not quarterly. Re-scored daily, so a slipping account surfaces before the QBR, not after the churn.
  • You stay in control. Decide what runs autonomously and what waits for a human — every action logged with its reasoning.
Actions

The work shows up already drafted.

Expansion plays on activation, re-engagement on silence, congrats notes on champion promotions. Sonora watches the signals and assembles the outreach, so the first time your team sees a play it's a draft to review — not a blank page.

  • Signal-driven plays. Each motion has a trigger; when the signal fires, the draft appears in Actions.
  • Context-aware copy. Every email pulls from the account's own history so it never reads like a mail merge.
  • One-click send. Review, tweak if you want, send. Or set trusted motions to send on their own.
Canvas

Type the question. Get the dashboard.

Ask for health distribution across the book, the top feature requests from this week's calls, or every account that lost a champion in the last 30 days. Canvas builds the chart, the table, and the underlying account list — no SQL and no waiting on a BI team.

  • Plain-English in, working view out. Describe the slice you need; Canvas figures out the query and the right visualization.
  • Drill all the way down. Every chart links to the accounts behind it, so a number is always one click from the names.
  • Delivered on a schedule. Save any view and have Sonora send it to email or Slack — daily digest, weekly roll-up, before every QBR.
Sonora Chat answering a cross-account question with sourced accounts
Chat

Your customer base, in plain English.

Which accounts are at risk this quarter? What did customers ask for most on calls this week? Who hasn't heard from us in 30 days? Chat reads across product usage, calls, tickets, and email to answer — and shows the accounts behind every response. Ask from the app, from Slack, or from Claude over MCP.

  • Cross-account answers. Questions span your entire book, not one record at a time.
  • Receipts on every reply. Each answer links to the accounts and signals it's built from, so you can trust it.
  • Wherever you work. Ask in the Sonora app, in Slack, or from Claude over MCP — same grounded answers, your tool of choice.

Questions about Tools

Tools, answered.

No black boxes — every answer unfolds to show exactly how it works.

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A purpose-built AI agent that reads one kind of signal and produces one output — a health score, an expansion flag, a renewal classification. Sonora ships 40+ out of the box and runs them across every account in your book, daily. Enrichments are the layer the other three tools build on.

Expansion plays, re-engagement on silence, renewal nudges, champion- and exec-change notes, congrats messages, product-release announcements — any motion your team runs, drafted as an email, Slack message, or task from the account's own context.

No. Describe the view you want in plain English and Canvas builds the chart, the table, and the underlying account list. There's no query language and no BI team in the loop, and any canvas can be scheduled to email or Slack.

Ask anything your data supports — which accounts are at risk, what customers asked for on this week's calls, who's gone quiet. Chat answers across your whole book, and every answer shows its work: the accounts and signals it was built from, so you can verify before you act.

From the systems you already use — Salesforce, HubSpot, Gong, Zendesk, Intercom, Slack, email, your data warehouse, and product analytics. Integrations are one-click, enrichments sync back into your CRM, and all four tools read from the same connected data.

You decide, by segment and by motion. Low-risk work can run autonomously; the calls that matter wait for a human. Everything an agent does is logged with its reasoning — nothing happens silently.

Yes. Ask Chat right in Slack where your team already works, and connect Sonora to Claude over the Model Context Protocol (MCP) to pull grounded customer answers into your AI workflow — no engineering required.

Yes. Sonora is SOC 2 Type II and GDPR compliant, data is encrypted in transit and at rest, and we never use your data to train shared models. Your accounts, conversations, and context stay yours.

One workspace, one brain

See the tools on your book.

We'll stand Sonora up on your data and show you all four tools running live — usually within a week.

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