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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- Reference vs multi-referenceUse a reference when an entry links to exactly one entry in another collection, and a multi-reference when it links to several at once. Rule of thumb: match the field to the real cardinality — one target, one reference; many targets, one multi-reference.
- Understanding the Sonta data modelSonta does not ship a fixed CRM — you build the model your work needs. This guide walks the whole model end to end: a business holds collections, collections hold entries, entries have fields, references connect collections, and lifecycles move entries through stages — while pipelines, views, agents, and your public site all work on the same records.
- Create your first businessA business is the top-level container in Sonta — your data, team, and agents all live inside one. Creating your first means naming it, choosing the industries it works in, and giving it an address; from there you can add locations and departments so records stay separated by branch and by function, each department keeping its own working hours for booking.
- The Sonta AI glossaryA plain-language glossary of the terms Sonta AI uses — business, collection, entry, field, reference, lifecycle, pipeline, automation, and the rest — each defined once, in the sense Sonta means it, with what other tools call the same thing.
- Is Sonta AI right for you?Sonta fits most B2B teams that already sell, so this page is not a list of who to turn away. It is the one honest condition that has to be true, plus straight answers to the doubts people raise before they commit.
- How the Sonta approach differsFour approaches can run a sales operation: a spreadsheet, a legacy CRM, a legacy CRM with AI bolted on, or an agentic CRM. They differ in one thing that decides everything else — whether the system is built for a person to type into or for an agent to work in.
- The principles behind Sonta AISix principles decide how Sonta is built: it is AI-native rather than AI-powered, your data model comes first, everything is configured rather than coded, one model is worked through many surfaces, you own what you build, and every business is isolated. The rest of the product falls out of these.
- How Sonta AI fits togetherSonta is one model with several surfaces. Your business holds collections, collections hold entries, and entries point at each other. Your team, your agents, and your public site all work those same entries — nothing sits next to anything else.