Channels & connectors

Work with your employee in Docana, then connect the channels your team and customers use. Knowledge, tools, and access stay managed with the employee.

From preparation to working together

Start a conversation. Keep the work moving.

Your employee’s working chat is a place to give it tasks, ask follow-up questions, and review the work. Connect additional channels after preparing and publishing the workflow.

A dedicated chat for the employee you created
Work history you can return to
Connected channels with configured access

See the employee walkthrough

Robin’s working chat with the employee portrait, invoice-review goal, conversation history, and message composer. — Real product screens · Example employee and test data

Build once. Show up everywhere.

Start with your employee’s workspace. Connect other channels when it is ready, with the knowledge, workflows, and access you have configured.

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

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.

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

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

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

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

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

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

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

=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

Your employee’s everyday workspace

Create an employee, prepare its work, and switch to its working chat. Return to conversations, review results, and open the advanced workspace when you need more control.

Claude & ChatGPT

Your AI client, connected via MCP

Create and prepare employees from Claude or ChatGPT through MCP. Continue in Docana with the same employee profile, knowledge, and saved preparation conversation.

Prepare and test your employee first. Publishing and connecting channels are explicit steps, so you decide when and where it starts working.

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.