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Introducing Docana

Your AI workforce, built anywhere.

Build super employees in Docana, Claude, or ChatGPT. Automate the work of a person or a whole team, with enterprise knowledge and access managed in Docana. Work with them wherever you are.

Request a DemoBuild your workforce
  • No migration
  • No new portal
  • Your data, your rules
Your AI workforce, in action32-second overview
Read the video transcript

Your AI workforce, built anywhere. Automate the work of one employee or an entire team.

Create employees in Docana Builder, from Claude or ChatGPT through MCP, or from your own cloud with the API or CLI.

Bring your workforce together in Docana, with enterprise knowledge, permissions, and connected workflows.

Work with the same employees through WhatsApp, Slack, or your AI client. In this illustrative workflow, an employee prepares a service report with sources for your review.

Build once. Work together, everywhere. Your employees, your knowledge, your tools.

One employee or a whole team. Your tools. Your knowledge.

See how Docana connects your knowledge, systems, and workflows.

Putting AI to work across industries

moura dubeuxanima educaçãoscan global logisticsamigo techlinkanaskolardoccascalangolvfurbano vitalinoitsedupatentvestmdb capitalshopping difusoraprefeitura de caruarui9 sustentabilidade

Your workforce, connected

Create anywhere. Work as one.

Turn the work of a person or an entire team into AI employees. Build in Docana, Claude, or ChatGPT. Keep the workflows, enterprise knowledge, and access together in Docana.

Create and improve

Choose where you build.

  • Docana Workforce Builder
  • Claude + ChatGPT
  • Your code + cloud

AI clients connect through MCP. Your systems can use the API or CLI.

Docana

Your AI workforce

One home in Docana

  • Customer support
  • Finance analyst
  • Operations team
WorkflowsTests + versionsAccess controls

Work from anywhere

Keep your preferred interface.

  • WhatsApp
  • Slack + Teams
  • Claude + ChatGPT
  • Web + API

Talk to an employee, trigger a workflow, or coordinate work across your team.

Connected to your enterprise

  • Files + company knowledge
  • ERP + CRM + databases
  • Tools + external MCP servers
The same employees and workflows, connected to the knowledge and tools you authorize.
Explore the Workforce Builder →Connect your AI client ↗

Real teams. Real results.

Already in production

From frontline support to finance and legal, teams use Docana to turn everyday work into measurable results. See how they do it.

Explore customer stories
Healthcare Tech · Customer Support

50,000

client messages handled monthly

written and spoken, across every channel

55%

reduction in human escalations

from 100% human-handled to 45%

Estimated US-market impact

$1M+ saved annually

~13 US support FTE displaced (27,500 messages now resolved without a human)

Integrated Docana with the ERP and CRM. A branded AI support agent went live across WhatsApp and the website in days. Customers get instant answers on tax documentation, invoices, and appointment scheduling, written and spoken, in any channel. Support shifted from a reactive call queue to a proactive agent that already knows the customer's record.

See full case →
Docana answering a customer on WhatsApp
Public-company customers
Nasdaq: MDBH
Javier Chamorro company logo

“Docana represents the next wave of enterprise AI, and we're thrilled to support their journey with strategic IP guidance. This partnership also gives us a unique opportunity to shape how AI can elevate the way IP strategy is built and delivered.”

Javier Chamorro

Javier Chamorro

COO, PatentVest

PatentVest is a division of MDB Capital Holdings

B3: MDNE3
Alan Aquino company logo

“Docana is now embedded in three different parts of our organization, from field engineers consulting internal technical guidelines on WhatsApp to brokers getting instant recommendations in our sales portal. Each deployment went live in days. Nothing in our existing stack changed.”

Alan Aquino

Alan Aquino

Coordinator, Moura Dubeux

Moura Dubeux is a publicly listed real estate developer

Your systems know the pieces. Docana connects them.

Your answers are spread across contracts, spreadsheets, inboxes, and business systems. Docana brings that context together so your AI employees can answer questions and do the work, with the source attached.

Three challenges to solve: speed, context, and trust.

Problem 01 · Speed

Simple questions take days to answer

A question from leadership has to travel through a director, then a manager, then an analyst, and back up. By the time the answer lands, the moment to act has already passed.

Problem 02 · Completeness

Most AI only sees one corner of your business

Questions about customers, contracts, and vendors often span several systems. An assistant needs access to the relevant records and documents to give your team useful context.

Problem 03 · Trust

Real work needs proof, not guesses

Finance, legal, and operations teams need to check the basis for an answer. Build workflows that retrieve source documents, apply evaluation criteria, and route decisions for human review when needed.

Connect the systems your team already uses, define how the work should happen, and review the results with their sources. Start with one workflow and expand as you learn.

Meet the six roles →

From one task to a whole team

Build your AI workforce

Describe the work, the decisions, and the result you need. Create an employee, automate a complex process, or connect specialists into a team.

Docana

Build with Docana

Describe the job in the builder, refine the workflow visually, and test it with real examples.

ClaudeChatGPTMCP

Build from your AI client

Use Claude, ChatGPT, or another MCP client to create and improve the same employees in your Docana workspace.

Example workflow
Create an operations team that reviews incoming requests, checks the documents, and routes exceptions to a person.

One coordinated workflow

  1. Understand the request

    Read the message and identify what is needed.

  2. Check the knowledge

    Consult the connected documents and records.

  3. Act or hand off

    Complete the task or ask a person to review.

  1. 01

    Describe the work

    Start with a task, a process, or the responsibilities of a team.

  2. 02

    Connect what it needs

    Choose the knowledge, tools, and access each employee can use.

  3. 03

    Test and put it to work

    Review the workflow, test important cases, and publish when ready.

Built in your preferred tool. Managed together in Docana. Available wherever your team works.

Compose your team

Docana started as a tiny team with too many jobs for too few people, so we built agents to do the work and called them super employees. Now you can hire the same six inside your enterprise: finance, sales, support, legal, ops, and a Business Analyst on top. Each one is bounded to the data you decide and validated by LLM evaluations before it acts.

Business Analyst

For the leadership team. Reads SAP, ERP, HRIS, CRM, and VMS as one and answers "why are our costs up?" with the actual cause, not a dashboard.

Finance Analyst

Lives in Excel. Reconciles the ledger, flags variance the analyst chain would smooth over, and trails back to the source record.

Revenue Strategist

Lives in Slack and the CRM. Tells the sales director what closing a deal will do to cash flow before it lands.

Legal Reviewer

Reviews contracts in minutes. Drafts clauses in your style. Flags obligations buried in attachments before they cost you.

Operations Sentinel

Monitors transactions in real time. Catches vendor leakage, signature mismatches, and anomalies before they hit the P&L.

Customer Support

Answers customers on your website, WhatsApp, Slack, or SMS. 24/7, multilingual, grounded in the same knowledge your best human reps use.

Every conversation becomes a data point

Define the KPIs your business actually cares about. Every conversation runs through configured LLM evaluations that extract sentiment, intent, resolution status, escalation needs, and any custom field you define. The result is a live dashboard your team actually reads, and an agent that learns from every interaction.

platform.docana.com / agents / customer-support / stats
7 DAYS30 DAYS90 DAYSLIVE

Total executions

12,847

+18%

Success rate

99.1%

+0.4%

Avg duration

17.8s

−2.1s

Error rate

0.9%

−0.3%

Customer sentiment

Extracted on 12,847 of 12,847 conversations

Neutral53%
Positive36%
Negative11%

User intent

Top reasons users reached out

Pricing inquiry
38%
Product information
24%
Schedule a viewing
16%
Status update
12%
Cancellation
6%
Other
4%

Insight extracted · today

User asked about beach-property investments in coastal states served by Moura Dubeux, specifically about projects in Praia dos Carneiros. The assistant listed line options.

Sentiment:NeutralIntent:Pricing inquiry

Define your KPIs

Sentiment, intent, resolution, escalation, urgency, custom fields. Whatever your business measures, the agent learns to extract it.

Auto-extract via LLM evals

Every conversation runs through configured LLM evaluations that pull structured data points back, scored and ready to query.

Dashboards your team reads

Distributions, trends, drill-downs, and per-conversation traces. Filter by any KPI to find exactly what your customers asked yesterday.

Agents that learn over time

Insights from past conversations carry forward. The next time a customer reaches out, the agent already knows what happened last time.

Insights flow back into the agent's memory. The next conversation knows what happened in the last one, across users, channels, and time.

Build once. Show up everywhere.

Built once. Exposed everywhere. Same agent, same memory, every channel your team and customers already use.

Slack logo

Slack

@docana, in any channel

Mention an agent in a thread or DM. Answers cite the source record and stay private to the channel members.

Microsoft Teams logo

Microsoft Teams

The same agent, inside Teams

Add Docana as a Teams app. Same memory, same audit trail, same outputs, exposed to the workforce already living in Microsoft 365.

WhatsApp logo

WhatsApp

Where customers (and the field) live

Customer support and frontline ops on the channel they actually open. The agent reasons across your knowledge, multilingual, 24/7.

Instagram logo

Instagram

DMs at the speed of your brand

Plug Docana into Instagram Direct so your brand answers DMs and story replies the same way your best human rep would, around the clock.

X logo

X

Replies and DMs, on-brand

Triage mentions, draft replies, and respond to DMs on X with the same agent that runs every other channel. Same memory, same tone, same audit trail.

Email logo

Email

Forward an inbox, get answers

Route a shared inbox through Docana. The agent triages, drafts replies, escalates edge cases, and threads context back to your team.

SMS logo

SMS

Reach customers without an app

The same agent answers over plain text messages, so customers without WhatsApp or a smartphone app still get instant, grounded answers.

Web Widget logo

Web Widget

Embed on your site in one line

Drop the widget into any page. Visitors get the same agent that powers your internal teams, branded as yours.

API logo

API

Programmatic, for any app you build

Call any agent from your own product, internal tool, or workflow engine. Same auth, same audit trail, the workflows you configure.

Excel logo

Excel

=DOCANA() in any cell

Finance, ops, and planning teams stay in the grid they already live in. Custom functions pull deterministic answers straight from the reasoning layer.

Web App logo

Web App

The full Docana workbench

For builders and admins. Compose new agents, wire connectors, define guardrails, and review every action across the org.

Claude & ChatGPT logoChatGPT

Claude & ChatGPT

Your AI client, connected via MCP

Create and manage employees from your preferred AI client through MCP. Work with enterprise knowledge and automations while Docana keeps the workforce connected.

Build the agent once. Govern it once. Expose it everywhere. No new portal to teach. No per-seat license capping who gets answers.

Connectors

One brain, every system

Most enterprises run a Frankenstein stack: Workday, SAP, Salesforce, HubSpot, NetSuite, a separate VMS, and a thousand spreadsheets. Docana™ is the agnostic layer that wires all of it into your Enterprise Reasoning Layer, without forcing a single migration.

Power BI

Power BI

Gmail

Gmail

Google Drive

Google Drive

Google Calendar

Google Calendar

Dropbox

Dropbox

One Drive

One Drive

Salesforce

Salesforce

Slack

Slack

Liferay

Liferay

Nuxeo

Nuxeo

Jira

Jira

Trello

Trello

Notion

Notion

Evernote

Evernote

Wordpress

Wordpress

Github

Github

Run on something we don’t list?

We add new connectors every month. Tell us what you use and we’ll wire it in.

Request a Demo

One brain, every industry

The pillars are the same everywhere (ERP, HRIS, CRM, VMS, knowledge), but the rules differ by industry. Docana™ already speaks the language of these verticals, so your super employees arrive trained on day zero.

Real Estate industry solution icon

Real Estate

Help real estate companies integrate data for enhanced property management, client engagement, lead qualification, and market insights. Automate document processing for leases, contracts, and property documentation.

See a similar case in production
Healthcare industry solution icon

Healthcare

Transform healthcare operations with integrated data for patient care, operational efficiency, and regulatory compliance. Automate medical record analysis, insurance processing, and compliance documentation.

See a similar case in production
Construction industry solution icon

Construction

Integrate project data seamlessly to optimize construction timelines, resource management, and collaborative progress tracking. Automate contract reviews, change orders, and safety compliance documentation.

See a similar case in production
Legal industry solution icon

Legal

Support legal operations with secure data management, fraud detection, compliance monitoring, case tracking, and efficient document generation. Automate contract review, due diligence, and legal research.

See a similar case in production
Financial Services industry solution icon

Financial Services

Enable agile decision-making with real-time data integration, improving client service and regulatory adherence. Automate loan processing, risk analysis, compliance reporting, and fraud detection.

See a similar case in production
Education industry solution icon

Education

Validate candidate exam curricula, review student records and GPAs, and gain institutional insights. Automate academic document processing, curriculum analysis, and student assessment reviews.

See a similar case in production
Logistics industry solution icon

Logistics

Optimize logistics operations by integrating data to improve real-time tracking of containers on ships worldwide, reduce delays, and enhance supply chain efficiency. Automate shipping documentation and customs processing.

See a similar case in production
Retail industry solution icon

Retail

Elevate retail operations by centralizing data on inventory, product recommendations, customer insights, and market trends. Automate product documentation, supplier contract reviews, and customer service workflows.

See a similar case in production
Government industry solution icon

Government

Unify institutional knowledge, automate administrative routines, and serve citizens on the channels they already use. Every answer carries a deterministic audit trail, defensible before oversight bodies, with no system replaced.

Explore Docana for Government

One foundation for every industry

Knowledge, workflows, and access stay in Docana. Each employee brings the context of its role.

  • Files + company knowledge
  • ERP + CRM + databases
  • Tools + external MCP servers
Explore all industries
Docana for Government

AI in the service of public administration

Docana connects the systems, documents, and databases the agency already uses and delivers AI applications on top: answering questions, executing workflows, and producing management reports. Nothing is migrated, nothing is replaced, and every answer arrives with the source indicated.

Illustration of a public-service professional using a smartphone in a modern civic building

Unified institutional knowledge

Letters, contracts, terms of reference, spreadsheets, images, audio, and video become searchable in natural language, with answers in seconds and the source always indicated.

Project management and monitoring

Individualized environments per project or program, with automated identification of deadlines, risks, deliverables, and pending items, plus integrated tracking of targets and indicators.

No-code automation

Civil servants without technical training build automated workflows: data consolidation, status updates, deadline checks, and responses to recurring requests.

Service on the channels that already exist

The same agent answers on institutional WhatsApp, on the portal, by e-mail, or via API, for authorized staff or for citizens, 24 hours a day.

Results in production

20,000

resumes screened in 48 hours

Work that required an outsourced review board for 2 to 3 months, now with a deterministic audit trail per result.

400

legal challenges per cycle lost their grounds

Every candidate receives a clear, data-based justification for each screening decision.

50,000

messages handled per month

A service agent integrated with the ERP and CRM, a model that applies directly to citizen services.

Built to pass the most demanding oversight review

Read-only by default

Agents access the agency’s systems for queries only. Any write action requires an explicit rule defined by the Administration.

LGPD and GDPR compliance

Encryption in transit and at rest, two-factor authentication, and a contractual ban on using data for any purpose beyond the contract.

Deterministic audit trail

Every answer is reproducible and traceable to the source document and record, defensible before internal and external oversight bodies.

The data belongs to the Administration

At the end of the contract, all databases and content are returned in an open, structured, interoperable format.

Runs in the Docana-managed cloud, in the agency’s own private cloud (GCP, AWS, or Azure), or on-premise for environments that require full isolation.

Request a DemoExplore Docana for Government

Engineered for the strictest security review

Two things kill enterprise AI deals: security and audit. Docana™ was architected for both from day one. Deterministic by core. Read-only until you grant otherwise. Single-tenant isolation available when your review demands it.

Single-tenant, isolated VPC

Available when your security review demands it: run in a dedicated VPC on Google Cloud, connected via Private Service Connect, so your data never touches the public internet, only the Google backbone.

Read-only by default

Agents get read-only access to your systems of record. Any write or action requires an explicit, human-defined guardrail. Docana is an observer that becomes an actor only on your terms.

Deterministic audit trail

Every answer carries a deterministic trail back to the source record. Defensible in front of the SEC, financial regulators, or internal audit. Not a probabilistic guess wrapped in confidence.

Battle-tested at public-company grade

Stress-tested against the most demanding fiscal jurisdictions on earth: complex indirect tax regimes, strict labor codes, and public-company audit. If it holds up there, US GAAP is a breeze.

Built on a Secure by Design architecture with AES-256 encryption, Row-Level Security, and 99.95% availability. SOC 2 Type II and ISO 27001 certification in progress. Hosted on Google Cloud with Vertex AI for customers in regulated environments. U.S. patent pending on the cross-pillar reasoning architecture.

See the full architecture

Deploy on your terms

Most enterprise AI is take-it-or-leave-it SaaS. Pick the deployment model that fits. The contract follows.

Hosted by Docana

Default. Live in days.

Managed by us on Google Cloud. Deterministic core, read-only by default, zero infra for you to run. A dedicated single-tenant VPC with Private Service Connect is available when you need it.

Your Private Cloud

BYO GCP, AWS, or Azure

Deploy Docana into your own cloud account. Your IAM, your VPC, your egress controls. Same product, same updates, none of your data leaves your tenancy.

On-Premise

In your data center, air-gapped if needed

For regulated industries and sovereign deployments. Run the entire reasoning layer inside your perimeter, with frontier model access via your approved endpoints.

White Label / OEM

Ship Docana as your product

Embed the Adaptive Reasoning Engine into your own enterprise product, with your name on the box. We provide the engine and the SLA, you own the customer relationship.

Same Adaptive Reasoning Engine in every deployment. Same API surface. Same auditable trail. The only thing that changes is who owns the infrastructure and whose name is on the product.

Partners

Certified system integrators and technology leaders who deploy Docana™ alongside us, so your Enterprise Reasoning Layer is live in days, not quarters.

VP Tech SoluçõesPartner FastPartner InsightsPartner Roan Consulting

News & recognition

Analysts and industry press are taking note of how Docana™ turns fragmented enterprise data into one deterministic brain, and what that means for everyone shipping AI agents into production.

AITECH

August 28th, 2025

"Docana represents the next wave of enterprise AI, and we're thrilled to support their journey with strategic IP guidance. This partnership also gives us a unique opportunity to see how AI can elevate the way IP strategy is built and delivered." — Javier Chamorro, COO, PatentVest

Read more
AITECH Logo
GlobeNewswire

August 27th, 2025

PatentVest, Inc., a leader in intellectual property strategy and prosecution, announces a strategic partnership with Docana, Inc., an emerging innovator in AI-powered enterprise knowledge extraction. This collaboration represents a shared commitment to advancing scalable innovation through the integration of robust IP frameworks and cutting-edge artificial intelligence.

Read more
GlobeNewswire Logo
Yahoo Finance

Yahoo Finance

August 27th, 2025

"PatentVest, Inc. announced a strategic partnership with Docana, an emerging innovator in AI-powered enterprise knowledge extraction, to accelerate IP strategy and AI innovation." Coverage on Yahoo Finance highlights Docana's growing presence in the enterprise AI category.

Read more
Yahoo Finance LogoYahoo Finance

Start with one workflow

Meet your next AI employee.

Bring a workflow your team wants to improve. We’ll show you how the Enterprise Reasoning Layer connects your existing tools and puts an AI employee to work.

Request a DemoExplore the documentation

What we’ll explore together

  1. Your team’s use case and existing tools
  2. An AI employee working through a real task
  3. A practical plan for your first deployment