Sonata

Documentation · For administrators

Insights and the calculator

Insights shows how the organization is actually adopting Sonata, and the Productivity calculator turns that into a return figure that is honest about what it is.

Insights

Who is active, how usage is trending over week, month, or year to date, which agents and departments carry the work, and which agents nobody has used yet, the adoption gap worth acting on. All of it is real, measured usage; cost deliberately doesn’t appear here. Before real usage accrues, a clearly labeled sample view previews the experience.

The calculator and the task book

The calculator blends measurement with your assumptions. How often each tracked task runs is measured from real usage; salary and time saved per run are estimates you set in the organization’s task book, which super admins edit and other admins read. Every input and result is labeled measured or estimate, and the same task book powers each person’s home Impact card.

How to

The task book is super admin to edit; other admins read it.

Map a task to an agent

  1. Open the Productivity Calculator and find Task types.
  2. Select Add task type and name the task, like reviewing an inbound NDA.
  3. Pick the agent that does it; its run volume becomes Measured from the last 12 months of real usage. Every task type maps to an agent, so if you have none yet, create one first.
  4. Set the time saved per run; that part is your estimate.

Set the team and salaries

  1. Under Team, select Add team member and enter a name or role and an annual salary.
  2. Salaries set the blended hourly rate and the seat count; they’re estimates and labeled as such.

Read the result honestly

  1. Every figure carries a Measured or Estimate badge: run volume is measured, time saved and rates are yours.
  2. Select Save changes; the same task book powers each person’s home Impact card. Create report exports the summary.

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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