Sona

After you create your Sona account, a short checklist gets you fully set up and compliant. These steps cover starting your trial, updating your website's privacy policy and cookie banner, completing the initial onboarding, inviting your team, and getting familiar with the platform. Work through them in order so Sona starts collecting visitor and account data as soon as possible.

Complete these steps once your account is created:

Start your free trial: new users get a free trial of the Sona Starter Plan for a limited time.

Update your privacy policy and cookie banner: to ensure transparency and legal compliance, update your website's <a href="https://support-intercom.sona.com/en/articles/9800819-update-your-privacy-policy">privacy policy</a> and <a href="https://support-intercom.sona.com/en/articles/11545559-getting-started-update-your-cookie-banner">cookie banner</a>.

Complete the initial onboarding: after verifying your email, the onboarding page lets you connect your CRM and Slack and install the tracking pixel. If you skipped it, follow the <a href="https://support-intercom.sona.com/en/articles/9776600-quick-start-guide">Quick Start Guide</a> instead.

Invite team members: add users on the <a href="https://support-intercom.sona.com/en/articles/11545171-workspace-settings-invite-team-members-to-sona">Team</a> page and assign roles based on each user's responsibilities.

Familiarize yourself with Sona: explore the <a href="https://support-intercom.sona.com/en/articles/9776686-essential-tips-for-new-users">Essential Tips</a> and <a href="https://support-intercom.sona.com/en/articles/12007222-introduction-to-the-sona-platform">Platform Overview</a> pages.

- Start your free trial: new users get a free trial of the Sona Starter Plan for a limited time.
- Update your privacy policy and cookie banner: to ensure transparency and legal compliance, update your website's <a href="https://support-intercom.sona.com/en/articles/9800819-update-your-privacy-policy">privacy policy</a> and <a href="https://support-intercom.sona.com/en/articles/11545559-getting-started-update-your-cookie-banner">cookie banner</a>.
- Complete the initial onboarding: after verifying your email, the onboarding page lets you connect your CRM and Slack and install the tracking pixel. If you skipped it, follow the <a href="https://support-intercom.sona.com/en/articles/9776600-quick-start-guide">Quick Start Guide</a> instead.
- Invite team members: add users on the <a href="https://support-intercom.sona.com/en/articles/11545171-workspace-settings-invite-team-members-to-sona">Team</a> page and assign roles based on each user's responsibilities.
- Familiarize yourself with Sona: explore the <a href="https://support-intercom.sona.com/en/articles/9776686-essential-tips-for-new-users">Essential Tips</a> and <a href="https://support-intercom.sona.com/en/articles/12007222-introduction-to-the-sona-platform">Platform Overview</a> pages.

We recommend it for transparency and legal compliance. Updating your privacy policy describes how you collect and process website visitor data, and your cookie banner reflects your consent practices. See the Update Your Privacy Policy and Update Your Cookie Banner articles for suggested language and guidance, and consult your own legal counsel for requirements specific to your region.

Do I need to update my privacy policy and cookie banner?

You can complete them at any time from inside the platform using the Quick Start Guide. The onboarding covers connecting your CRM and Slack and installing the tracking pixel, so finishing it sooner means Sona starts collecting data sooner.

Invite team members from the Team page and assign each person a role that matches their responsibilities. Choosing the role with the minimum access required for someone's job keeps your workspace secure while giving everyone what they need to work.

How do I give my team the right level of access?

A checklist of what to do right after you register for Sona: start your trial, update privacy and cookie settings, finish onboarding, invite your team, and learn the platform.

Post-Registration Steps

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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Post-Registration Steps

Overview

What to do after registering

FAQs

Do I need to update my privacy policy and cookie banner?

What if I skipped the onboarding steps?

How do I give my team the right level of access?