Documentation · For everyone
Your impact
The Impact card on your home page shows what your use of Sonata is giving back. It is honest about which numbers are real measurements and which are informed estimates.
What it shows
Your runs, your most-used agent, and your estimated hours and cost saved, switchable across week, month, and year to date, each with a change against the prior period.
Measured versus estimated
How often you run things is measured: it comes from real usage. Hours and cost saved are estimates: your measured run volume blended with assumptions your administrators set, like time saved per task and a blended rate. Sonata labels which is which everywhere it shows a number, and until your administrators configure those assumptions, the cells say so rather than showing an invented figure.
How to
Read the card
- Switch the window with the toggle: Week, Month, or YTD.
- Four cells: Hours saved and Estimated cost saved (estimates), Agent runs and Top agent (measured). Each shows its change against the prior period.
Get the estimates configured
- Cells reading Not set up yet mean the organization’s task book hasn’t been set up: it needs a team member (for the rate) and a task mapped to an agent (for the volume).
- That lives in the Productivity Calculator, and only a super admin can edit it; ask yours, or if that’s you, the insights guide walks through it. Admins see a Map a task to an agent link on the card; everyone else sees the card read Not set up yet without a link.
All documentation · Everything above describes the product as it ships today. If something here doesn’t match what you see, tell us.
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