Introduction
Sana Agents is a next-generation knowledge assistant designed to transform how organizations access, share, and use company-specific information. By empowering every employee with instant answers and automating routine tasks, Sana Agents helps teams work smarter, faster, and with greater confidence. This guide introduces the core features and best practices, so you can get the most out of your Sana Agents experience.
Key information
Sana Agents brings together your organization’s knowledge, making it accessible, actionable, and secure. The platform adapts to the needs of different departments, supports a wide range of tasks, and is built with privacy and security at its core.
How to use Sana Agents
Ask anything
The “Ask anything” feature lets you search and execute tasks across all your connected company tools, like document repositories, emails, and meeting notes. Sana Agents understands natural language, so you can type questions or commands just as you would ask a colleague.
Smart search: Sana Agents uses semantic search to understand concepts, not just keywords, making it easier to find what you need—even if you’re not sure how to phrase it.
Automated tasks: You can ask Sana Agents to fill out documents, generate summaries, or automate repetitive work.
Up-to-date answers: The platform always prioritizes the most recent and relevant information in your knowledge archive.
Customizable responses: Adjust creativity and language style to suit your department’s needs.
Tip: If your first question doesn’t get the answer you want, try rephrasing or breaking it into smaller parts. Use the feedback function to help Sana Agents learn and improve.
Types of inquiries
You can ask Sana Agents a wide range of questions, from “What are our latest sales numbers?” to “Summarize last week’s team meeting.” For best results, keep your questions clear and concise.
Features and functionalities
Search web
The “Search web” feature extends your reach by integrating internet search results directly into Sana Agents. If this feature is turned off, searches will return only internal company content.
Select sources
With “Select sources,” you can choose exactly where Sana Agents looks for answers. Tag sources in the chat clicking on sources and searching or selecting your source to narrow your search and get more relevant results.
Files
Sana Agents offers a secure, organized system for uploading, storing, and managing documents, images, and other files. You can:
Upload and share files with your team.
Organize files with folders and tags for easy searching.
Use uploaded files as sources for Sana Agents’ answers.
Tasks
Tasks are pre-designed frameworks that help you quickly create and manage AI-driven content. Explore the available tasks to save time, maintain consistency, and boost productivity.
History
The “History” feature keeps a log of your activities—like searches, files accessed, and content changes—so you can easily revisit past work and track your progress.
Use cases
Sana Agents is designed to support every team, from HR to sales to operations. Use it to:
Answer questions instantly, without digging through files.
Automate repetitive tasks and free up time for high-value work.
Share knowledge across departments and onboard new employees faster.
Keep your organization’s information secure and compliant.
Privacy and security
Your privacy is a top priority. Sana Agents only shares documents or meeting notes that have been shared with you or placed in public folders. All data is encrypted in transit and at rest. Sana does not train any language models on your data. The platform is ISO 27001 certified, GDPR and SOC 2 compliant, and follows the highest standards of data security.
FAQ
Q: Can I control which sources Sana Agents uses?
A: Yes, use the “Select sources” feature or tag sources in chat to refine your search.
Q: What if I need help with a feature?
A: Check the Help Center for guides, or contact our support for personalized assistance.
Q: Is my data safe with Sana Agents?
A: Absolutely. Sana Agents uses industry-leading encryption and never uses your data to train external models.
Q: Can I see what I’ve searched or uploaded before?
A: Yes, use the “History” feature to review your past activities.
For further questions or information about Sana Agents, please contact [email protected] via email or directly in the helpcenter chat.