Use cases

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.

Deployed a Site Engineer agent on top of the company's full technical library: drawings, procedures, materials standards, code requirements. Engineers and foremen ping it on WhatsApp with text, audio, photos, or video. A foreman snaps a photo of an electrical panel and gets the exact installation sequence back, with the source page attached. The old path was a call to central engineering and an hour's wait.

Every month, 1,500 fiscal documents arrived that no software in the stack could touch. Their ERP couldn't parse them. Their tax compliance tool couldn't categorize them. So four full-time analysts handled the entire backlog by hand, as their only job. Docana reads, categorizes, and cross-checks every document against valid purchase orders and Brazilian tax rules. 90% of that manual work disappeared, proven across three months in production. The four analysts moved to higher-value work.

Every exam cycle, an outsourced specialist panel took 2 to 3 months and still left the authority exposed to roughly 400 legal challenges over inconsistent standards. Docana reviewed 17,000 curricula in 48 hours with a deterministic audit trail behind every outcome. The panel handled the 3,000 cases that needed human judgment. Candidates got clear, data-backed reasoning for each result, which removed the grounds for those disputes.

A publicly listed real estate developer with a network of thousands of independent brokers. Brokers used to call or message the marketing team for every portfolio question, payment table, or marketing asset. Docana deployed a Revenue Strategist in the broker portal that reads across the CRM, portfolio system, and marketing library and answers in seconds. Three Docana super employees now run at the company, with nothing in the existing stack modified.

Docana and PatentVest formed a strategic partnership to bring enterprise AI into intellectual property strategy and patent prosecution. PatentVest provides strategic legal and IP consulting services that protect the patent-pending Enterprise Reasoning Layer architecture. Docana powers the research-intensive phases of PatentVest engagements so partners can spend their time on strategy, not paperwork. Covered across Yahoo Finance, GlobeNewswire, and TechnologyAIInsights.