Sonta AI Academy
Everything you need to run Sonta AI — from first principles to reference. Start with a guide, or jump straight to what you're looking for.
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- Start HereWhat Sonta AI is, who it is for, and how to get your first business running.
- Core SystemThe model everything is built on — businesses, collections, fields, and how they relate.
- ConfigurationShape your model and control access: collections and fields, views and layouts, users and roles, media.
- OperationsRun the work day to day: automations, booking, email, and reports.
- Site & IntegrationsUse Sonta as the backend for your own site, and connect it to the tools around it.
- DevelopersWork with Sonta programmatically — connect an AI agent or your own code to the same records.
- HelpAnswers to common questions and fixes for what commonly goes wrong.
Recently published
- Booking shows zero slotsZero slots almost always means the booking setup is incomplete or the days you looked at are closed: the department has no working hours, an exception closes those days, the collection has no active booking profile, or every slot is already full. Each day in the availability check says why it is closed.
- Workflow recipes for agentsA connected agent has built-in recipes: step-by-step guides for multi-step tasks such as creating a collection, setting up a pipeline, making a collection bookable, building an automation, or installing a blueprint. Asking the agent to follow the recipe for a task makes it take the steps in the right order and avoid the known traps. A few tasks stay with a person, such as uploading a CSV.
- What is inside a blueprintA blueprint is a set of components plus the settings they need. The components can be a folder, collections, stages and pipelines, saved filters, email templates, and automations, already connected to each other. The settings are values you choose at install, such as names and limits, and references to things that must already exist, such as a mailbox.
- Calls from contacts with a phone systemWith a phone system connected, each team member calls a contact from its record through their own line, and the record shows every call with that contact's numbers, inbound and outbound, with recordings you can play. Calls are read live from the phone system; Sonta does not store them.
- Capture leads and orders from your websiteTo capture leads, orders, or bookings from your website, give the site permission to create entries in that collection. A form submission then becomes an entry the moment it is sent, goes through the same checks as one created by hand, arrives without an owner, and can start an automation, which by default listens to exactly this source.
- Pipeline stage reportA pipeline's analytics show four things: how long entries stay in each stage on average, how many reach each stage and the conversion from one stage to the next, how many are won per day, week, or month, and a forecast that weights each open entry's amount by its stage's win probability. Put them on a dashboard as pipeline panels.
- Use variables in templatesVariables put values into an email when it is sent: fields of the entry that started the automation, fields of each recipient, the output of earlier steps, the business name, the current time, and a personal unsubscribe link. Each recipient gets their own values, so one template reads as a personal message.
- Slot length and capacityA bookable collection offers slots either by the day or by the hour, starting every hour, 30 minutes, or 15 minutes, and each booking lasts a fixed number of minutes. Capacity sets how many bookings a slot can hold; once it is used up, further bookings for that slot are refused.