Creating a Library
Create a knowledge library to group the collections your documents live in.
Creating a Collection
Create a collection to hold documents inside a knowledge library.
Connectors
Sync documents from Google Drive, SharePoint, Dropbox, OneDrive, and Box into your collections.
Automate Document Ingestion
Push documents into Docana from your own systems and know when they're ready.
Enterprise Search
Search every document your company has, in plain English.
Access Your Agents' Knowledge
Search an application's connected knowledge through the API, with the same access boundaries as the platform.
Read Document Content
Get the transcription of an audio or video message, or the extracted text of any document, over the API.
Tables
Turn contracts, invoices, and agent conversations into rows you can review, export, and query. A visual guide to Tables.
Table examples
Build a contract register, invoice intake, or reimbursement collector with Tables. Compare those flows with an uploaded product CSV.
Table Classifications
Categorize saved records, preview the decisions, and reclassify without extracting the source again.
Deliver reports
Email a scheduled report, share a filtered CSV, or send signed events when table records are ready.
CSV datasets
Upload a spreadsheet and your agent can answer exact questions about the numbers.