Creating an Application

Applications help you organize your AI assistants, documents, and workflows. Here's how to create one.

Prerequisites

You need to have a Docana account with appropriate permissions to create applications. Contact your organization administrator if you don't have access to the Applications section.

Video Tutorial

Creating a new application in Docana

Step 1: Create a New Application

1. Go to platform.docana.com and sign in
2. Click Applications in the sidebar
3. Click + Create Application (top right corner)

Applications page with + Create Application button highlighted

Step 2: Enter Details

Enter these details:

1. Name: Pick a name that describes what the application does (e.g., "Customer Support", "Sales Automation", "Document Processing").

2. Description (optional): Explain what this application is for. This helps your team understand it, and helps agents work better with your application.

3. Settings: Choose any additional settings you need.

Create Application modal/form showing Name, Description (optional), and Settings fields

Click Create to finish.

Step 3: What's Next

After creating your application, you'll see the dashboard:

Application dashboard with sidebar showing Agents, Templates, Search & Assistant, Files, Members, Integrations, and Settings sections

In your application:

• Create and manage AI agents (in the Agents section)
• Set up templates (in the Templates section)
• Search documents and use the Assistant (in the Search & Assistant section)
• Manage uploaded files (in the Files section)
• Manage members and permissions (in the Members section)
• Set up integrations (in the Integrations section)
• Configure settings, knowledge sources, uploads, and MCP servers (in the Settings section)

Company-wide:

• Organize collections and libraries or use Enterprise Search
• Manage users and teams at Company Users and Company Teams
• Set up integrations and MCP servers at Developer Integrations and MCP Servers

Managing Applications

From the Applications list, you can:

• Open: Click an application name to access its features
• Edit: Click the edit icon to change name, description, or settings
• Delete: Click the delete icon to remove permanently

danger

Deleting an application removes everything: agents, collections, and all data. You can't undo this.

Best Practices

1. Use clear names: Pick names that show what the application does (e.g., "HR Document Management", "Customer Onboarding").

2. Organize by function: Create separate applications for different departments or functions. This keeps things organized.

3. Set permissions: Give team members the right level of access. Manage users at Company Users and teams at Company Teams. You can also manage members within your application.

4. Add descriptions: Use the description field to explain what the application does. This helps your team and helps agents work better.

5. Clean up: Review your applications regularly. Remove ones you're not using.

Next Steps

• Creating a Library - Organize your documents in knowledge libraries
• Creating a Collection - Add collections to organize documents within libraries
• Creating an Agent - Create AI agents in your application
• Creating a Template - Set up templates for document generation