Sonnet AI Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What are you trying to do?

   • A) Set up Sonnet for my meetings (recording, templates, CRM)
   • B) Configure CRM auto-update (HubSpot/Salesforce)
   • C) Customize note templates or formats (concept maps, tables)
   • D) Troubleshoot a specific issue (notes not generating, CRM not syncing, recording failures)
   • E) Compare Sonnet to another tool

2. What's your meeting type?

   • A) Sales calls (discovery, demos, follow-ups)
   • B) Legal (consultations, depositions)
   • C) Medical (patient notes)
   • D) Recruiting (interviews, evaluations)
   • E) General / cross-functional