Resources · Documentation
Documentation
Guides for using and administering Sonata, written from your seat: what each part of the product is, what you can do with it, and how. Everything here describes the product as it ships today.
For everyone
Using Sonata day to day: the workspace, agents, workflows, knowledge, and your impact.
- Getting startedSigning in, finding your way around, and what you can reach.
- The workspace and launchpadAgent groups and their trust tiers, conversations, attachments, exports, and undo.
- Chatting with agentsWhat agents can do, where citations come from, and why some actions pause for your approval.
- Comparing two documentsAn original and a revised version in, a plain-language explanation and an inline redline out, found by code.
- Comparing bill versionsTwo published versions of a federal bill compared from Congress.gov's own text, with watch terms as a text filter.
- Compiling a bill's legislative historyA bill's version trail, action timeline, committee reports, and floor statements, compiled in code with citations.
- Digesting a congressional hearingA hearing digested from its official record: the published transcript, or the known record with the honest lag note.
- Analyzing a docket's public commentsA rulemaking docket's comments fetched and grouped in code, then analyzed with every count honest about its limits.
- Mapping a lobbying landscapeWho is lobbying around an issue or organization, from public disclosure filings, with amounts exactly as filed.
- WorkflowsRunning multi-step work, supervised or autonomous, with approvals and a complete record.
- WatchersWorkflows that run themselves: adopt one with a scope and a cadence, and its findings arrive on the Desk.
- Knowledge and ResearchPick folders from your connected drives, get citation-backed answers across them, and ask exact questions over fields you set up.
- Your impactWhat the home Impact card shows, and which numbers are measured versus estimated.
- Your DeskWatcher findings and personal content feeds on your home: dismiss shared work, read the latest from your sources.
- Your calendarConnect Google Calendar, read-only, and see today's schedule from all your calendars on your home.
For administrators
Governing the workspace: people, policy, connections, collections, and measurement. Public on purpose, because how Sonata is governed is part of why it can be trusted.
- People and rolesInvitations, the role model, and reversible deactivation.
- Policy and accessThe organization’s governance, in three areas: Models, Connections, and Knowledge and access.
- ModelsThe model connection (managed or your own key) and the default model new agents start with.
- ConnectionsThe pre-vetted catalog, connecting a system, and how credentials are held.
- Setting up KnowledgeConnecting cloud drives, choosing the folders your team can ask over, and the optional setup for exact answers.
- Knowledge and accessThe research document cap, and who can see each folder your team works with.
- Administering workflowsBuilding in the no-code editor, templates, and what autonomy levels really mean.
- Insights and the calculatorAdoption and engagement, and the measured-plus-assumptions return estimate.
- The audit logWhat is recorded today, and what it honestly does not yet cover.
- Claude for LegalWhat Claude for Legal is, how Sonata governs it, and how it differs from the agents Sonata builds itself.
Something missing or unclear? Documentation grows with the product; tell us what you needed and didn’t find. For the security story behind these guides, start with the Trust Center.
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