Sonar's Q3 Product Update: Security, Customization, and AI-Driven Enhancements

At Sonar, we're constantly innovating to bring you powerful new features to optimize your workflows, enhance security, and leverage cutting-edge AI. As we wrap up Q3, we’re excited to share some game-changingupdates we've been working on. This quarter, we focused on enhancing security, boosting customization, and integrating AI-powered tools to streamline your operations. Let’s dive into what’s new!

Check out all the Q3 features in this video 👇 OR keep scrolling to watch each individual feature.

Strengthened Security with Auth0 Integration 🔒

Security is a top priority for us, which is why we've integrated Auth0 to support enforced Single Sign-On (SSO). This means your team can log in securely using existing credentials from trusted providers like Google or Microsoft. For organizations with strict compliance requirements, you can now disable local username and password access entirely.

If you're already using Auth0, enabling this feature takes just two clicks, transforming your login process into a secure and seamless experience.

Key Benefits:

• Enforced SSO for stronger access control
• Integration with existing identity providers (Google, Microsoft, etc.)
• Simplified activation for an effortless setup

Streamlined Workflows with Custom Links 🔗

Introducing Custom Links—a feature designed to revolutionize how you navigate between Sonar and external tools. Now, you can embed direct links into Accounts or Tickets, eliminating the need to copy-paste URLs or switch tabs. Whether you need to access a customer’s profile in a separate system or pull up external reports, it’s all just one click away.

The best part? You can insert variables (like Sonar IDs or custom field data) directly into your URLs, enabling deeper integrations with external platforms. With Custom Links accessible from the sidebar, everything you need is right at your fingertips, allowing for faster resolutions and enhanced productivity.

Key Benefits:

• Direct links to external apps for seamless access
• URL customization with variables for dynamic integrations
• Easy-to-access links from the Sonar interface

Customizable Invoice Templates for Enhanced Branding 📄

Your invoices are more than just transactional documents—they’re a chance to strengthen your brand. That’s why we’ve launched Customizable Invoice Templates. With this feature, you can add your logo, custom images, personalized messages, and even promote special offers directly on your invoices.

You can customize templates globally or tailor them for specific companies and account types. Plus, it’s easy to ensure compliance by including tax information and disclaimers. This not only streamlines your invoicing process but also improves communication with your customers.

Key Benefits:

• Branding flexibility with logos and custom images
• Tailored templates for different clients or account types
• Enhanced communication with personalized messages and legal compliance
  
  
  

Boost Sales with Actifai AI Integration 💰

We're bringing the power of AI to your sales process with our Actifai Integration. This AI-driven tool provides real-time, personalized product recommendations to your Customer Service Representatives (CSRs), helping to enhance sales conversations and boost customer satisfaction.

Actifai’s capabilities extend beyond internal teams—its Digital solution empowers your website with 24/7 self-signup, service selection, job scheduling, and online payments. Best of all, all this data flows seamlessly into Sonar, reducing manual tasks and minimizing integration costs.

Key Benefits:

• AI-powered recommendations for personalized customer interactions
• Seamless data flow into Sonar for streamlined operations
• 24/7 self-service capabilities for customers on your website
  
  

What’s Coming in Q4 👀

While we’re thrilled with the progress made in Q3, we’re not slowing down! Here’s a sneak peek at the exciting developments on the horizon for Q4:

• Adtran’s Mosaic Cloud Platform Integration: Enhance your network management with deeper integrations.
• Optimized On-Premise Netflow Solution: Improve traffic analysis and network visibility.
• Native Multi-Factor Authentication: Strengthen security with built-in MFA options.
• Account Archiving: Streamline account management with new archiving capabilities.
• External Reporting Connector: Integrate Sonar data with your preferred BI tools for deeper insights.
• Revamped Table Filters: A fresh update to our filtering system for easier data navigation.
• Unit-Based Inventory Management: Simplify inventory tracking and management.
• sonarPay (Canada): For our Canadian customers, get ready for our integrated payment platform!

Stay Informed and Connected

We’re committed to providing you with tools that empower your business to thrive. Be sure to check out our knowledge base and Sonar Casts for detailed guides on these updates. And, as always, we appreciate your continued support!

Keep an eye out for more exciting updates coming in Q4!