What you can build with notebooks
Unlike a fixed report template, a notebook lets you combine narrative prose, charts, multi-column layouts, illustrations, animated GIFs, video, and clickable links to the underlying Coval conversations and runs—and present the whole document as a slide deck.Start from a suggested idea
When you open a blank notebook, the Sofia sidebar suggests a few ideas to start from. Select one to place its full prompt in the message box, edit it to fit what you need, then press Send. Nothing is sent until you do. Select More ideas to see others. Expand an idea below to see its prompt and a deck Sofia built from it in one of Coval’s demo organizations. Your results depend on the data in your workspace: when recent activity is thin, Sofia says which period it used instead.This week, in six slides
This week, in six slides

The cover: a generated illustration for the agent and a summary of a quiet week, with Sofia saying how far back it looked.

Each slide's headline states its takeaway, with a chart comparing matched runs and links to both.

The conversations worth reviewing, with a real quote and a link to the source conversation.
Daily wins and fails
Daily wins and fails

Yesterday was quiet, so Sofia used the most recent active day and said so on the cover.

The scorecard charts volume and reliability against the day before.

The best moments, each with a quote, a source link, and why it worked.
What should we test next?
What should we test next?

Sofia names the agent it chose and why.

How the agent scores today by scenario, and what no test covers yet.

One proposed test per slide: the scenario, what the caller says, the behavior that should pass, and the conversation that motivated it.
New issues worth fixing
New issues worth fixing

No new findings in the last week, so Sofia widened the window to 30 days and said so.

Each issue gets a quote from a real conversation, a hypothesis, and the best next step.
Did our change help?
Did our change help?

The recommendation up front: the later run looks better, but the evidence is too thin to keep the change.

What changed between the runs. Here no agent change was recorded, and Sofia says so.

Case-by-case results show which cases were fixed, improved, or held.
Where customers get stuck
Where customers get stuck

The cover names the pattern and notes where the conversations came from.

One pattern per slide, with how often it appeared, a transcript excerpt, and a concrete fix.
Weak spots behind averages
Weak spots behind averages

The cover sums up what the averages hide.

The overall picture first, with scope and how far back Sofia looked.

One gap per slide: the segment against the average, its sample size, the next test, and a quote.
Why is our agent slow?
Why is our agent slow?

The cover names what made the slowest call slow and the sample Sofia looked at.

Response latency for slow and normal conversations, with links to each.

One slow conversation turn by turn, with the trace evidence behind it.
Create and edit a notebook
You can start a blank notebook from the Notebooks page or ask Sofia in chat to turn an investigation into a notebook or presentation. Every notebook opens as a rich-text canvas with Sofia docked in the sidebar so you can write by hand and ask Sofia to add, revise, or reorganize sections in the same place.- Rich-text structure and blocks: Format headings and text, and use tables, checklists, multi-column sections, collapsible sections, charts, and grounded citations that link directly to simulations, conversations, runs, and metrics in your workspace. Insert slide breaks, columns, and collapsible sections from the toolbar, or ask Sofia to add tables, charts, and citations.
- Continuous autosave: Changes save automatically as you type. While Sofia is actively updating the notebook, a banner lets you know direct editing is temporarily paused, and any follow-up prompts you send queue in the sidebar until the update finishes.
- Lock and unlock: Lock the notebook from the toolbar when you want to read or review without accidental edits, and unlock it when you are ready to keep writing. A locked notebook also blocks Sofia’s edits and version restores.
- Revision history and conflict recovery: Open Activity to preview and restore saved versions (up to the 50 most recent revisions). If another tab or session saved a newer version first, Coval keeps your draft in the editor and shows the saved version so you can compare them, then choose Keep editing my draft, Use saved version, or Save my draft instead.
Schedule recurring notebooks
When you want an analysis, scorecard, or executive review to stay current automatically, put a saved notebook on a recurring schedule. Select Repeat in the notebook header, or ask Sofia in the notebook sidebar to schedule it.- Choose how often it repeats: every N days, weeks, or months.
- Set the time and timezone for each run.
- Optionally add instructions for future editions—such as which metrics or agents to prioritize—then select Schedule notebook.
Add images, GIFs, and video
Select Add media in the notebook toolbar to embed visual examples, recordings, or diagrams alongside your findings:- Supported sources: Paste a public
https://link to an image, an animated GIF, or a direct.mp4or.webmvideo file. YouTube and Vimeo pages are not supported. Animated GIFs keep their animation in the notebook and in Present mode. Each media block needs a short description, which is used as its alt text. - Playback and layout controls: Resize media blocks to fit your layout. For videos, you can enable looping, attach an optional
https://poster image, and attach optionalhttps://English captions (.vtt). Video playback always starts when the viewer clicks play. - Caption CORS requirement: When a video includes captions, the browser loads both the video and the caption track with anonymous cross-origin checks, so both hosts must return
Access-Control-Allow-Originheaders.

An animated GIF embedded in a notebook slide in Present mode, preserving its full animation.

A native video block playing inside Present mode with playback, volume, and fullscreen controls.
Present as slides and export to PDF
Any notebook can be presented as a slide deck without copying your work into another tool.Open Present mode
Navigate the deck
Export to PDF
Share a notebook
Select Share in the notebook header and choose who can read the notebook through its link:- Shared views are read-only. Only the owner can edit, rename, delete, or change sharing. Changing access replaces the link, and deleting the notebook revokes it.
- Shared views include the saved document, tables, charts, and media, but not your original prompts or Sofia’s research steps. They preserve Present mode, media playback, and links back to the underlying Coval runs, simulations, and conversations. Linked simulations and traces keep their own permissions.
- When you open your own shared link while signed in, the header shows Edit with Sofia (or Open notebook when the notebook cannot be edited there) to return to the editable notebook. Other readers see only the read-only view.
- For recurring notebooks, see Schedule recurring notebooks for how sharing applies to editions.