Sona

Set up Sona in three steps: create your account, connect your CRM, and install the tracking script, then find your visitor and account data in the platform.

Quick Start Guide

Quick tips for new Sona users: where to explore your visitor and account data, how to connect integrations, and the key configurations that surface your best-fit leads.

Essential Tips for New Users

A walkthrough of the New Chat screen, covering the chat input, scoping a question with Add Data and analysis types, connecting your data, starting from a template, the navigation sidebar,…

Getting Started with the New Chat Screen

Everything you need to get started with Sona.

Quick Start

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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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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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