Consulting firms
Sana Agents
Accelerate every phase of your engagements with AI agents grounded in your firm's expertise and proven methodologies.
Driving AI ROI
for consulting firms
Global consulting firm accelerates manual search and proposal drafting
%
time savings
Key benefits
Give every consultant an AI edge
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Accelerate pitch creation with data-driven insights
Pull insights from past projects, market analyses, and competitor reports to craft compelling pitch materials. Generate proposal-ready decks in seconds. Rooted in data, not guesswork.
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Transform ideas into polished deliverables
Turn raw ideas, notes, or data into polished deliverables: slides, reports, or models. Do it all in your firm's own templates and brand identity. From draft to deck, instantly.
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Synthesize expert insights at scale
Capture, summarize, and analyze expert calls automatically. Aggregate insights across interviews to uncover patterns, quantify trends, and generate synthesis at scale.
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Speed up complex analysis and strategy
Automate complex analytical tasks like market sizing, benchmarking, or survey analysis. Surface insights faster than ever. Spend less time crunching numbers, more time shaping strategy.
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Match expertise to every project
Match consultants to upcoming projects automatically by scanning profiles, CVs, and experience data. Optimize staffing decisions and find the right expertise every time.
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Get teams ready to deliver from day one
Generate day-one materials instantly. Think expert interview guides, launch decks, and key hypotheses. All using proven templates and project context. Get your teams ramped up and ready to deliver from day one.
Custom integrations
Connect your AI agents to all your most-important tools and data sources, from Salesforce and SharePoint to CapIQ and beyond.
See all integrations
Microsoft Teams
Microsoft Sharepoint
Hubspot
Salesforce
Slack
Excel
Powerpoint
Outlook
Box
CapIQ (S&P)
Google Drive
Pitchbook
No training on your client data.
Full enterprise-grade security and support.
- No training on your data
- Domain verification, SAML, SSO, & SCIM
- SOC 2 Type 1 compliance
- ISO 27001 certified
- GDPR compliant
- Data encrypted at rest with AES 256 and in transit with TLS 1.2+
- Azure, Anthropic, Cohere, OpenAI, and self-hosted models
- Knowledge verification settings
- User-generated feedback on responses
- Analytics dashboard for montioring usage and responses
- API access for building your own integrations
- Dedicated success team, priority support, and SLA
- AI strategy consulting and integration guidance
- Tailored onboarding and change management support
FAQ
How secure is Sana Agents?
Sana Agents is single tenant, SOC2 and ISO 27001 certified, and GDPR compliant. All data is encrypted at rest with AES 256 and in transit with TLS 1.2+. The platform follows data privacy regulations and guidelines to protect each individual user. Enterprise users can be authenticated with Single-Sign-On (SSO). Integrated systems can mirror the underlying system permissions.
Which integrations does Sana Agents have?
Enterprise customers can use a wide range of off-the-shelf connectors. New connectors are added and included in the offering. Free tier users can currently add integrations to Google Drive, Sharepoint, Google Calendar, Outlook Calendar. Enterprise customers can also build custom integrations to Sana Agents. Sana Agents supports meeting recordings in Zoom, Microsoft Teams, and Google Meet for both tiers.
Can Sana Agents browse the web?
Sana Agents can combine your internal knowledge with anything from the public web. As a user, you can control the scope for each question. As an administrator, you can enable or disable web browsing for any assistant you create in Sana Agents.
Which types of data can Sana Agents handle?
Sana Agents excels in reading documents (e.g. PDF, Powerpoint, Word, Docs), structured files (e.g. Excel, Sheets, CSV), and videos (e.g. MP4). Sana also connects to third-party systems such as CRMs with additional data types. Additional data types are added continuously.
How does Sana Agents store my data?
Data added through integrations and/or through upload to Sana Agents is indexed and stored in a cloud instance. Sana Agents performs logical data isolation to keep customer data isolated. Enterprise organizations can get their own single-tenant deployment. Data at rest is encrypted with AES 256 and data in transit is encrypted with TLS 1.2+.
How are data permissions handled?
There are three ways documents can be added to Sana Agents, (i) through direct upload, (ii) through a private integration, and (iii) with a shared integration. The accessibility depends on how the document has been added and what admin settings are configured.
For direct uploads, access management is handled directly in Sana Agents through individual document access management or through collections. Admins can set up which users can do what.
For private integrations, each user is self-authenticating and can see results only from the scope they have access to. For example, a user can see the same results from Google Drive that they could see if searching directly from their authenticated Google Drive.
For shared integrations, admins can control which documents should be available to all users who have access to a collection and/or the entire workspace.
Which LLMs does Sana Agents use? Are third-party models trained on my data?
Sana Agents’s architecture is built agnostic to the underlying large language models. Enterprise users can select between a range of LLM models and providers. Sana’s default model options are not trained on Content Data. We utilize enterprise security arrangements and, whenever possible, a Zero-Day Retention (ZDR) policy with our third parties. For specific LLM requirements, please get in touch with us.
Which languages does Sana Agents support?
The assistant can speak more than 50 languages. For specific inquiries, please get in touch with us.
Get in touch
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