Snapshot
Continue to About ↓- What it does
- Dhisana AI is an enterprise decision-intelligence platform built on governed AI agents.
More detail
- It connects a company's own data, documents, business rules and public signals so agents can surface what needs attention, explain the reasoning, recommend a next step and help carry it out through workflows with human approval and an audit trail.
- It is offered for revenue teams, commercial and business banking, and custom industry workflows.
- Best for
- Enterprises with substantial proprietary data and clear governance needs — particularly revenue organizations (sales, marketing, RevOps, customer success) and commercial or business banking teams already running systems like Salesforce and nCino.
More detail
- Buyers who want agents deployed in their own cloud with SSO, role-based access, approvals and audit logging.
- Pricing
- Subscription tiers are billed monthly or annually in advance and priced per Agent Work Unit rather than per seat, per the vendor's pricing page: Professional at $49/month with 5,000 Agent Work Units, unlimited seats and core integrations
More detail
- Business at $149/month with 15,000 Agent Work Units, shared w
- Main limitation
- Small teams or buyers wanting a free sandbox or self-serve trial: billing is monthly or annual in advance and non-refundable except where law requires, and deployment is scoped per customer to available data, integrations and governance.
More detail
- Teams seeking fully autonomous, unattended action, since human approval is a designed gate on material actions.
- Record
- Living and monitored
- Reviewed
- Evidence
- Public web research
- Machine access
- Structured profile ↗
About
- Dhisana AI is an enterprise decision-intelligence platform built on governed AI agents.
- It connects a company's own data, documents, business rules and public signals so agents can surface what needs attention, explain the reasoning, recommend a next step and help carry it out through workflows with human approval and an audit trail.
- It is offered for revenue teams, commercial and business banking, and custom industry workflows.
What it helps with
- Teams are overwhelmed by alerts and cannot tell which changes, risks or opportunities actually need attention.
- Decision context is scattered across CRM records, documents, meetings, market data and business rules, so recommendation
- Follow-through stalls after a recommendation because approvals, handoffs and record updates are manual and untracked.
- Consequential actions need permissions, approval paths and an audit trail that ad-hoc automation does not provide.
- In banking, stalled lending deals, missing financials and unmet conditions are hard to spot and route to the right owner
- Credit and portfolio reviews require evidence assembled by hand across exposure, utilization, covenant and business data
- Revenue teams cannot easily turn product usage, hiring, funding and other public signals into prioritized account action
- Leaders lack a clear view of which signals, recommendations and actions actually produced business results.
Capabilities
A practical view of what is available and where limitations apply.
| Offering | Available | Detail |
|---|---|---|
| Governed AI agents with human approval | Yes | Vendor states role-based access, approvals, auditability and human oversight gate material actions. |
| Decision context from enterprise data and business rules | Yes | Combines CRM, warehouse, documents, conversations, market data and operating rules into a decision view. |
| Explainable recommendations with rationale | Yes | Vendor states users get a recommendation, the reasoning behind it and supporting context. |
| Custom decision models on open-weight models | Yes | Vendor states training can start from synthetic examples built from business criteria, and training and inference can run in the customer's environment. |
| Agentic Flows orchestration | Yes | Described by the vendor as patent-pending; combines workflow rules, reasoning models, tool actions and human approvals. |
| Revenue signal sources (product usage, transcripts, job posts, GitHub, LinkedIn) | Yes | Vendor names PostHog, Amplitude, Mixpanel, Fireflies, Fathom, Gong and a Chrome extension, among others. |
| Governed multi-channel email and LinkedIn engagement | Yes | Vendor lists suppression logic, review controls, mailbox warmup, send limits and unsubscribe detection. |
| Banking workflows with Salesforce and nCino | Yes | Salesforce remains the CRM and nCino the loan origination system; Dhisana connects their context. |
| Deployment in customer cloud with SSO, RBAC and audit logging | Yes | Vendor offers vendor-hosted or customer-cloud deployment; enterprise tier includes SSO, RBAC, approvals and audit. |
| Public API or technical documentation depth | Unknown | No public API reference or integration documentation was found in the evidence; capability lists are marketing pages. |
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Evidence
Where this record came from, when it was reviewed, and how confidently it can be used.
- Verification
- Scribble researched these facts from the linked public sources.
- The owner has not manually confirmed every field.
- Last reviewed
- Primary source
- dhisana.ai
Technical profile details
Record ID
39099d4e-28d3-41c7-b17d-8ddf24619f4dCanonical URLhttps://profiles.scribble.network/listing/dhisana-ai-39099d4e