Sonata

Documentation · For everyone

The workspace and launchpad

Each department opens to a launchpad: its agents, organized into four clearly marked groups so you always know what you’re working with.

The four agent groups

Approved agents are the department’s own, vetted and tested by your department. Powered by Sonata agents ship free with the product, fully managed so you cannot change them, and yours to copy into your own editable version. Claude for Legal is a curated library of Anthropic’s legal agents, ready to use. My agents are the ones you create yourself, yours to shape and experiment with. Each group carries a one-line description on the launchpad, so the trust model reads at a glance.

Conversations

Opening an agent starts a fresh conversation. Your messages and the agent’s answers are saved as part of your organization’s work, and each conversation records the model it started with, so older work stays reproducible even as defaults change. A browsable conversation history is not here yet; when an answer is worth keeping, export it before you move on.

Attachments and exports

Attach references so an agent works from your documents: files you upload, or files picked straight from a connected Google Drive, which the agent reads live at answer time. When an answer is worth keeping, copy it, or export it to Word from the menu beside it; the export carries the answer’s citations as footnotes.

Deleting and undo

Deleting an agent is reversible: it moves to Trash, where it can be restored for 30 days before it is gone for good. You’ll find Trash from the agents area whenever something is in it.

Sending feedback

A quiet Feedback control sits at the bottom of the left rail, on every page. Use it to send a note any time, a bug, an idea, or something that felt off. It opens in place, so you never lose your spot, and it carries the page you were on so you can write just a line. We read every note that comes through.

How to

Create an agent of your own

  1. Open the department the agent belongs to.
  2. Select New agent at the top of the launchpad.
  3. Name it, write its instructions in System prompt, and pick a model. Attach reference files if it should always work from them, and turn on Web search if it should reach the open web.
  4. Select Save agent. It appears under My agents on that launchpad, visible only to you.

Add an approved agent to a department

You’ll need an org admin or super admin for this; the affordance only appears for them.

  1. Open the department’s launchpad.
  2. Select New approved agent. Admins see it next to New personal agent, which creates a personal one.
  3. Fill in the same form: name, instructions, model, tools.
  4. Select Save agent. It appears under Approved agents for everyone in the organization.

There is no promote action today: an existing personal agent can’t be flipped to approved. To adopt one, an admin recreates it as an approved agent, copying its instructions across.

Make an approved or library agent your own

  1. Open the agent and select Customize, top right.
  2. Sonata creates your own copy under My agents, named with (My Copy), and carries the current conversation over to it.
  3. Edit your copy freely; the original is untouched.

Edit or delete an agent

  1. On the agent’s launchpad card, open the small menu and choose Edit or Delete. You can edit and delete your own agents; admins can also edit and delete approved agents.
  2. Editing opens the same form as creation; select Save changes.
  3. Deleting moves the agent to Trash and offers Undo right in the confirmation toast.

Restore a deleted agent

  1. Open Trash from the agents area.
  2. Find the agent and select Restore. You have 30 days from deletion; after that it can no longer be restored.

Start a conversation

  1. Select an agent’s card on the launchpad.
  2. Type in the composer and press Enter.

Attach files to a message

  1. Select the + button in the composer.
  2. Choose Upload from computer, or Google Drive when your organization has it connected.
  3. Up to 5 files per message: PDF, Word, text, Markdown, or Excel. Attached files appear as chips above your message.

Keep an answer

  1. Use the copy button beneath the answer to copy it as it stands.
  2. Or open the menu beside it and choose Export to Word (.docx); the document carries the answer’s citations as footnotes.

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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