One platform for your AI workforce
Keep employee profiles, preparation conversations, workflows, tests, and enterprise connections together. Create in Docana or your AI client, and continue with the same context.
One employee, shared context
Everything behind the work, together.
The employee workspace brings identity, sources, preparation, tests, and workflows into one view. Start in Docana or through MCP, the API, or CLI, and continue preparing the same employee.
- A saved preparation conversation
- Knowledge, tools, and workflow drafts
- Test expectations and performance measures
The Enterprise Reasoning Layer
Docana™ connects the four pillars of your business (ERP, HRIS, CRM, VMS) together with your corporate knowledge, in one managed workspace. Then you create super employees that use the knowledge and tools you assign, with explicit workflows, evaluations, and human handoffs.
Start with one role or process. Create the employee in Docana or your preferred AI client, test it with real examples, then connect other specialists as the work grows. One employee today. A connected workforce as you grow.
Employees with a clear role
Start with finance, HR, sales, operations, or legal. Give each employee a job, relevant knowledge, and the tools it needs. Prepare and test the workflow before putting it to work.
Work that connects the team
An employee can use one workflow or coordinate several agents. Connect specialists as the work grows, with shared enterprise knowledge and a defined scope for each employee.
Corporate Knowledge
Bring terabytes of company knowledge into Docana and put it to work across your AI workforce. Start with one folder and expand across teams and connected sources.
Docana processes documents, spreadsheets, images, audio, and video into searchable knowledge. Connect sources such as Google Drive and SharePoint to keep linked folders in sync, or import from your own systems through the API.
Shared knowledge, chosen access: Give your AI employees access to the collections their work needs. They can retrieve relevant material from the shared knowledge base and use it in their workflows, with source documents available for your team to inspect.
- All unstructured text content is indexed and made searchable
- Visual tables are transformed into queryable, structured databases
- Visual elements are extracted and cataloged as distinct assets
- Critical business entities and legal clauses are identified and tagged
Enterprise Search
Find precise answers buried within hours of video, audio, images, PDFs, and technical documents, not just keyword matches.
Docana's AI-based multi-modal search understands your entire business context. Ask questions in natural language and get instant answers. Unlike traditional search that relies on exact keyword matching, Docana comprehends the meaning and context of your query, searching across all data types simultaneously.
Powered by the Corporate Knowledge Layer, every search discovery enriches your knowledge base, making information instantly available for your custom automations. Whether you're looking for a specific clause in a contract, a procedure mentioned in a training video, or data points in a spreadsheet, Enterprise Search delivers accurate, context-aware results that help your team make faster, more informed decisions.
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Agents
Super employees that reason across every pillar of your business, validate their own work before they act, and live inside the tools your team already uses.
Each agent is a bounded expert: the Finance one knows IFRS and your tax codes; the HR one knows your labor policies; the Legal one knows your contract templates and exceptions. They only see the data and authority you grant them. Built-in governance, not bolted on. Together they form the same reasoning layer the Business Analyst draws from to answer cross-pillar questions for the C-suite.
Define evaluation criteria for the decisions your agents make. Add tests for important scenarios, inspect execution logs, and configure a handoff when a request needs human judgment.
Build a new agent in seconds. Upload a video of your subject matter expert explaining a process, and Docana's Adaptive Reasoning Engine (covered by a pending U.S. patent) converts it into a reasoning model that replicates their decisions, grounded in your Corporate Knowledge Layer. No code required.
Deploy them where your team works: a finance analyst writes =DOCANA() in Excel, a sales director @-mentions Docana in Slack or Teams, an operations lead pings it on WhatsApp. No new portal. No per-seat license capping who gets answers.
Document Insights
Use intelligent agents and automations to analyze contracts, policies, and reports, extracting key points and actionable guidance automatically.
Document Insights uses the same agent and automation technology that powers conversational AI, applied specifically to document analysis and review tasks. These automations leverage your Corporate Knowledge Layer to give each review the relevant documents, context, and evaluation criteria. Inspect the extracted results and their sources before using them in a decision.
Build custom automations that extract insights, perform document reviews, analyze compliance risks, identify gaps in policies, or extract key metrics from reports. Generate consistent and accurate insights for real business needs, from legal contract analysis to RFP responses, with confidence. These context-aware agents deliver trustworthy, auditable results that your team can act on immediately, just like conversational AI agents provide intelligent support, but specialized for document intelligence.
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Document Templates
Create and customize Document Templates ideal for contracts, structured documents, and long reports that need to follow specific formats and structures.
Document Templates use AI agents with full knowledge context and multi-modal capabilities to generate document parts. Imagine a team of experts writing for you using your company knowledge. Generate documents using your library of approved templates, perfect for contracts that require specific clauses, structured reports that must follow compliance formats, or lengthy documents that need consistent organization.
These agents leverage your Corporate Knowledge Layer to understand context across text, images, tables, and other data types, automatically creating new clauses or full documents that match your established style and structure. Whether you're drafting a complex legal contract, creating a structured compliance report, or generating a multi-section business document, Document Templates work like your expert team, drawing from your knowledge base to produce accurate, consistent results that follow the exact format and structure your organization requires.
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WhatsApp Integration
Docana exposes different ways to interact with your automations and agents. WhatsApp is one of the most popular channels, allowing you to deploy your intelligent agents where your customers already are.
Extend Docana's intelligence to the world's most popular messaging platform. Integrating Agents with WhatsApp provides efficient customer service, allowing clients to make inquiries conveniently, using an app that's already part of their daily routine. Deploy your intelligent agents and automations through WhatsApp to reach customers wherever they are, transforming the support experience with instant, context-aware responses powered by your Corporate Knowledge Layer.
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One workforce across your existing tools
Your team works across many systems. A useful AI employee needs the relevant documents, records, and tools together, with a clear scope for what it can access and do.
Docana brings that work into one managed platform. Create and use employees through Docana, Claude, ChatGPT, or your own code, while keeping their configuration and enterprise connections together.
Cross-Pillar Reasoning
We do not force you onto one vendor stack. ERP, VMS, HRIS, and CRM all feed one brain, so "why is our burn up?" finally has one whole answer.
Traceable Workflows
Inspect workflow steps, cited sources, and conversation history. Use evaluations to test important decisions and configure a human handoff where judgment is needed.
Lives Where Work Happens
=DOCANA() in Excel. @docana in Slack and Teams. WhatsApp on the floor. No new portal to teach. No per-seat cost gating who gets access.
Preparation you can review
Start from a role or brief, prepare in a conversation, and try real examples. Inspect the workflow and test evidence, then publish the version you want to use.
Start with one workflow
Meet your next AI employee.
Bring a job your team wants help with. Explore the employee creation walkthrough and see how a brief becomes work you can test, review, and publish.
What we’ll explore together
- Define the role and connect your knowledge
- Prepare together and test real examples
- Publish, choose channels, and review the work