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    Sana Agents

    Build expert AI agents grounded in your company’s knowledge.

    Sana Agents

    Build expert AI agents grounded in your company’s knowledge.

    Tool Introduction

    Sana Agents is a modular AI platform built to unify organizational knowledge and automate complex workflows. It addresses the challenge of fragmented information by enabling teams to create AI agents that retrieve, analyze, and act on company data. The platform supports diverse content types and integrates with enterprise tools for seamless task execution. Designed for transparency, adaptability, and secure deployment, Sana Agents helps enterprises transform internal knowledge into actionable intelligence.

    Demo Available?

    Sana Agents offers a free trial of the Free plan without a credit card. An introductory call is required for Enterprise demos.

    Tool's Accuracy

    User reports cite 95% time savings in information retrieval and 60% in legal admin tasks. Tech support resolution improved by 15–20%. These figures reflect internal feedback, not independent benchmarks

    Aggregate Rating

    4.3/5 stars (estimated from informal sources and limited reviews)

    Detailed Overview

    Sana Agents unifies enterprise knowledge and enables custom AI agents to automate tasks across tools and data sources.

    What Sana Agents Does

    Sana Agents lets you build AI agents that search structured and unstructured company data—including documents, emails, meetings notes—and generate cited answers. The platform supports task automation like onboarding or compliance checks. It integrates with tools such as Slack or Salesforce to execute actions inside daily workflows. With support for multimodal content (text, images, audio), agents handle varied queries using advanced reasoning. You can customize multiple agents per team or role with real-time sync.

    Who Sana Agents is for

    Sana Agents supports professionals in HR, legal, R&D, customer support, sales, and compliance. It's also useful for IT teams managing automation projects and learning leaders scaling training programs. Executives benefit from faster access to insights. Both technical and non-technical users can create or manage agents through no-code interfaces or advanced controls.

    Top Differentiators

    Sana Agents offers over 100 integrations plus a custom API. Its retrieval-augmented generation (RAG) produces fact-based responses with citations. Multimodal support processes text through video formats. Real-time updates ensure accuracy while role-based permissions maintain security alignment. A no-code builder enables fast setup without developers.

    Introductory Video
    Founding Year

    2016

    Target Industry

    B2B, Enterprise, Professional Services, Financial Services, Fintech, Manufacturing, Industrial, Healthcare, Life Sciences, Technology, SaaS, Energy, Utilities, Education, Training

    Available Integrations
    • Microsoft Teams: Lets users interact with agents directly within the chat platform.
    • Slack: Enables agent interaction inside Slack channels for streamlined workflows.
    • Microsoft SharePoint: Supports real-time document access and search across company files.
    • Google Drive: Allows agents to retrieve and summarize documents with live sync.
    • Gmail: Powers workflow automation like meeting follow-ups from email context.
    • Outlook: Connects calendar and email functions for task automation.
    • Google Calendar: Helps schedule meetings and automate related tasks through agent actions.
    • Salesforce: Pulls CRM data into workflows, enabling sales process automation.
    • HubSpot: Lets users query and act on CRM data, including contacts and deals, via Sana Agents.
    • Jira: Provides project updates by pulling in issue tracking details automatically.
    • Monday.com: Connects projects to agents for real-time status checks and automations.
    • Trello: Allows agents to access boards and update task progress automatically.
    • Confluence: Enables content search and summarization from internal documentation.
    • Notion: Gives agents visibility into team notes for faster information retrieval.
    • Dropbox: Integrates file storage for document-based automations within workflows.
    • Workday: Supports HR processes like onboarding through automated agent flows.
    • Greenhouse: Automates recruiting steps such as candidate updates using agent logic.
    • BambooHR: Connects HR data with compliance check workflows powered by agents.
    • HiBob: Syncs employee information to trigger talent management automations via Sana Agents.
    • Power BI, Snowflake, Databricks, and Amazon S3: Allow structured data analysis within custom workflows.
    • Free: $0. Includes 10 meetings per month, up to 5 members per workspace, unlimited assistants and prompt templates, meeting integrations with Calendar, Drive, Meet, Teams, and Zoom, data integrations with Confluence, Google Drive, OneDrive, Notion, and Sharepoint. Supports 1,000 documents per integration and help center support.
    • Team: $30 per user per month. Includes unlimited queries and meeting recordings, up to 50 members per workspace, integrations including Asana, Gmail, Outlook email, Zendesk. Offers OpenAI and Claude model selection, enterprise data processing agreement, 10,000 documents per integration, and priority email and chat support.
    • Enterprise: Custom pricing. Includes unlimited members and documents per integration. Offers enterprise integrations, domain verification, SAML-based SSO and SCIM. Provides extended LLM options, analytics dashboard to measure impact, dedicated success team, priority support with SLA coverage, and API access for custom integrations.

    Pricing last verified: 01/23/2026
    Official Source: https://sanalabs.com/agent-platform-pricing
    Disclaimer: Pricing is subject to change. Please confirm current pricing on the vendor site.
    Features & Specs
    • Agent Builder: Drag-and-drop interface to define personas, task lists, permissions, and behavior—no coding needed.
    • Knowledge Integration: Connects to 100+ platforms like Google Drive, Salesforce, Notion via native connectors or API.
    • Multimodal Data Support: Works with text files, spreadsheets, video clips, images—even audio recordings.
    • Retrieval-Augmented Generation: Combines search with generative AI to deliver accurate answers backed by source links.
    • Task Automation: Handles document reviews, onboarding flows, policy checks—anything repetitive yet critical.
    • Generative UI Components: Offers interactive widgets that simplify multi-step tasks within your workspace.
    • Real-Time Synchronization: Updates indexed knowledge instantly when files change so answers stay current.
    • Permission Management: Mirrors company-level RBAC rules; set agent roles as Owner, Editor, or Viewer.
    • Customizable Personas: Adjust agent name/icon/theme; tailor response styles based on business needs.
    • Semantic Search: Understands concepts behind questions—not just keywords—for more relevant results.
    • API Availability: Public API available for building custom integrations with in-house systems.
    • Feedback Loop: Users rate answers to help improve agent accuracy over time.
    • Deployment Model: Delivered as cloud-based SaaS optimized for large-scale use across organizations.

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    Security & Compliance

    Sana Agents encrypts all data in transit and at rest using industry-standard protocols. It supports SSO via SCIM for secure identity management. Role-based access controls mirror enterprise permission structures to protect sensitive information. The platform does not use customer data to train public models; AI outputs are grounded solely in the customer’s knowledge base. Data retention settings are configurable. SOC 2 compliance is referenced. Privacy safeguards emphasize data sovereignty with no external leakage of organizational information.

    Industry Use-Cases

    Legal Services

    Sana Agents automates legal document review by extracting clauses and summarizing content, cutting time spent on analysis by 62% and improving accuracy for faster client service.

    It also supports compliance by scanning regulatory updates, comparing them with internal policies, and flagging mismatches. This enables proactive risk management and streamlined audits.

    Financial Services / Fintech

    Sana Agents simplifies onboarding by delivering personalized guides, answering policy questions, and granting access to tools—saving 10 hours weekly per employee and improving new hire experience.

    Support teams use agents to retrieve data from CRM systems and knowledge bases. This speeds up resolution times, increases customer satisfaction, and reduces costs.

    Manufacturing & Industrial

    R&D teams use Sana Agents to extract insights from reports and patents. The result is a 50% reduction in analysis time and quicker innovation cycles.

    Field teams get step-by-step instructions from agents that reduce search time by 95%, boosting service efficiency in real time.

    Energy & Utilities

    Sana Agents compiles audit data across systems, flags gaps, and generates reports—cutting audit prep time by 66% while minimizing compliance risks.

    Agents also monitor incident logs for safety issues, highlight anomalies, and suggest corrective actions for faster responses and better outcomes.

    Healthcare & Life Sciences

    Sana Agents delivers learning modules to clinical staff, tracks progress, and answers questions. This helps with rapid upskilling and consistent patient care practices.

    Research teams rely on agents to summarize scientific literature. They surface key findings quickly for more informed decisions and faster research cycles.

    Tool's Alternatives

    Microsoft Copilot: Deep Microsoft 365 integration with Office, Teams, and SharePoint. Best for Microsoft-standardized orgs. Less flexible in mixed stacks and more limited agent customization than Sana's multi-LLM approach.

    Google Duet AI (Workspace): Native assistance across Gmail, Drive, Docs, and Meet with real-time, context-aware help. Strong inside Google's ecosystem, weaker for non-Google stacks or advanced workflow automation.

    Atlassian Intelligence: Built into Jira and Confluence for developer and project workflows. Great Atlassian context, limited outside the suite and lacks broad cross-app agent capabilities.

    Moveworks: Turnkey conversational automation for IT, HR, and business ops. Excels at tickets, knowledge retrieval, and employee requests across Slack and Teams, though less customizable and with a narrower integration range than Sana.

    Frequently Asked Questions

    What tasks can Sana Agents automate in a business setting?
    Sana Agents can automate document reviews, onboarding flows, compliance checks, and other repetitive operational workflows across connected enterprise tools.

    How does Sana Agents integrate with enterprise systems?
    The platform connects to over 100 systems including Slack, Salesforce, Google Drive, Jira, and Workday through native integrations or a public API.

    What types of data can agents access and analyze?
    Agents work with structured and unstructured data such as documents, emails, meeting notes, spreadsheets, images, audio recordings, and video clips.

    How is security managed within Sana Agents deployments?
    All data is encrypted in transit and at rest. Role-based access control mirrors company RBAC policies. The platform supports SSO via SCIM and ensures outputs stay within the customer’s knowledge base.

    Who can build or manage AI agents on the platform?
    Both technical and non-technical users can use a no-code builder to define agent personas, behavior rules, permissions, and task lists.

    What kind of pricing plans are available for Sana Agents?
    There are Free ($0/month), Team ($30/user/month), and Enterprise (custom pricing) plans. Each plan has limits on members and integrations.

    Does the Free plan include any usage limits or restrictions?
    Yes. It allows up to 10 meetings per month and 5 members per workspace. Document integrations support up to 1,000 files each.

    How do Sana Agents ensure accurate responses from company data?
    Using retrieval-augmented generation (RAG), agents combine search with generative AI to produce cited answers grounded in enterprise knowledge.

    Can companies customize how their agents interact with users?
    Yes. Teams can tailor agent names, icons, themes, response styles, roles (Owner/Editor/Viewer), and behaviors to match business needs.

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