Sona

Introduction to the Sona Platform

Onboarding

Facebook Settings

Facebook Insights

ChatGPT

Help Settings

Log Viewer

Account Profile Parts

Brief description of the different profiles Sona creates.

Profiles Overview

Organizations

CRM Contacts

Workflows: Manage Workflows

Ask questions about your data in plain English — how to set your data context, pick a model, and read Sona AI's answers.

Understanding Sona AI Chat

Learn to use Sona and maximize value from your visitor data.

Marketing Measurement

Accounts: Identified

Accounts: Account Profiles

Accounts: Target Account Lists

People: Web Visitors

People: Visitor Profiles

People: People Lists

People: Profile 360

Data: Audiences

Data: Tracking Activity

Workflows: History

Workflows: Templates

Learn how to explore and use your visitor data.

Navigating the Platform

Create Intent Signals to understand visitor interest and behavior.

Workspace Settings: Intent Signals

Workspace Settings: Ideal Customer Profile (ICP)

Workspace Settings: Engagement Trends

Workspace Settings: Personas

Workspace Settings: Buying Committee

Workspace Settings: Buying Stages

Workspace Settings: Contact Profiles

Workspace Settings: Attributes

Workspace Settings: Contact Journey

Workspace Settings: Path to Conversion

Workspace Settings: Tracking Pixel

Workspace Settings: Milestones

Workspace Settings: Company

Workspace Settings: Sales Activity

Workspace Settings: Alerts

Workspace Settings: Viewing Your Tracking Script

Workspace Settings: Cost

Workspace Settings: API Access Keys

Additional configurations to get the most out of Sona.

Workspace Settings

Contact Journey: SL Tracker Setup

Contact Journey: Ad Conversions Setup

Contact Journey: Secondary Source Setup

Contact Journey: Direct Mail Setup

Contact Journey: Marketing Engagements Setup

Contact Journey: Survey Setup

Contact Journey: Linear TV Setup

Contact Journey: Streaming TV Setup

All feature articles under Contact Journey

Contact Journey

Path to Conversion: Attribution Field Mapping

Path to Conversion: Marketing Channels

All feature articles under Path to Conversion

Path to Conversion

Insights: Data Activation

Insights: Intent Signals

Insights: Marketing Influence

Insights: Sales Prioritization

Filters

Reports

Derived Reports

Blended Reports

Roles

Tracking Templates

Shares

Enrich Account List

Enrich People List

Segmenting Leads by Buying Stage for More Effective Nurturing and Sales Outreach

View, analyze and unlock more value out of your visitor data.

Data & Analytics

Find answers and get help from Intercom Support and Community Experts

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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 is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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