Overview
The Identified Accounts agent answers questions about the companies visiting your site. It draws on the accounts Sona has matched and identified from anonymous web traffic, so you can ask which companies are actively visiting and how engaged they are instead of filtering the account list yourself.
Its tagline on screen sums it up: Ask anything about the accounts visiting your site.
Getting to the Identified Accounts agent
In the left sidebar, click Agents.
Click Select Agent.
Click the Identified Accounts card.
The breadcrumb at the top confirms where you are: Agents › Select an Agent › Identified Accounts.
Tip: if you are already chatting with a different agent, click the agent selector at the bottom-left of the prompt box and pick Identified Accounts instead of going back. See Agents: Select an Agent.
What's on the screen
Agent badge: a small Agent label above the title, confirming you are on an agent chat screen rather than a dashboard.
Agent name and tagline: Identified Accounts with its one-line description of what it covers.
Prompt box: the large input in the middle, prompting you to analyze and visualize trends and patterns in the data.
Agent selector: the dropdown at the bottom-left of the prompt box, showing Identified Accounts. Use it to switch agents without leaving the chat.
Send button: the arrow button at the bottom-right of the prompt box.
Connect your data to analyze: a bar beneath the prompt box with connector icons and a Connect Data button. It appears when the agent needs a data source connected to answer fully.
Get started with a template: a block of prebuilt prompts under the prompt box, with a count of every playbook available for this agent.
Get started with a template
The template block is subtitled Track companies identified from anonymous web traffic and shows four prebuilt prompts you can click instead of typing your own:
Focus on highest-value opportunities: which accounts should I prioritize this week based on ICP fit and intent?
Ideal customers gaining momentum: show high ICP-fit accounts with rising engagement in the last 7 days.
Unassigned outbound-ready accounts: which accounts look ready for outbound but don't have a CRM owner?
Engaged but unqualified companies: what companies visited multiple times but haven't entered lifecycle stages yet?
These four are a sample. Click Browse all 48 Identified Accounts playbooks to see the full set. For how templates work, see Agents: Playbooks.
What you can ask
This agent is scoped to identified accounts and account matching. Beyond the templates, you can ask things like:
Which companies visited us most this week?
Which identified accounts match our ICP best?
Which accounts increased their engagement since last month?
Questions outside this agent's domain are better asked of a different agent. Each agent draws only on the data for its own area.
Connecting data
An agent can only answer from the data connected to your workspace. When the Connect your data to analyze bar is showing, click Connect Data to add a source. The icons on that bar preview the connectors available, with a +5-style count for the rest.
FAQs
Where do identified accounts come from?
Where do identified accounts come from?
They are companies Sona matched and identified from anonymous web traffic on your site. The agent answers from that matched account data, covering Identified Accounts and Account Match.
Do I have to use a template?
Do I have to use a template?
No. Templates are a shortcut. You can type any question in the prompt box instead, and you can edit a template's prompt after clicking it.
What does the number next to "Get started with a template" mean?
What does the number next to "Get started with a template" mean?
It is the total number of playbooks available for this agent. The block shows a sample of four, and Browse all opens the rest.
Are my conversations saved?
Are my conversations saved?
Yes. Conversations are saved and searchable from Search Chats.