Concept: Sana Workspace

You might need to take additional steps to enable this feature based on your organization's subscription service agreement. Your organization is either on the Main Service Agreement (MSA) or the Universal Main Service Agreement (UMSA). To determine your organization's subscription service agreement:

Select your profile avatar on Workday Community.

Select

Profile

On your profile page, select your organization's name, which is beneath your name and next to your job title.

View your

Subscription Service Agreement

value.

If the value is:

UMSA
, the feature is automatically available. Keep data contributions enabled to ensure full agent functionality. For more information on Machine Learning data contributions, see Concept: Workday AI for Universal Main Subscription Agreement Customers.

MSA
, your organization must opt in to UMSA and enable this feature through Innovation Services.

UMSA is required for non-production and production tenants for Workday-Built agents. UMSA is not required for non-production tenants for self-built agents.

For information about how using agents impacts your Flex Credits, see: Workday Flex Credits Community page.

To use this functionality, you must:

Sign the Universal Main Subscription Agreement (UMSA).

When you sign the agreement, Workday provides your organization with complimentary Flex Credits that you can use towards Sana Core for Workday. Once you reach the allotted complimentary Flex Credit consumption, you must sign the Workday Flex Credits and Platform Entitlement Policy to continue to use Sana Core for Workday.

Purchase the Core Human Capital Management or Core Financials SKU. This only applies to Sana Core.

Sign the Workday Flex Credits and Platform Entitlement Policy. This only applies to Sana Enterprise.

Purchase the Sana Enterprise SKU. This only applies to Sana Enterprise.

Sana Core provides conversational, agentic AI for HCM and Financials, both within Workday and the Sana Workspace, enabling workers to ask questions and take action within Workday.

Sana Enterprise expands on Sana Core to include third-party connectors and orchestrations, enabling workers to complete work both within Workday and across other third-party applications.

To help you get started, see the:

Frequently Asked Questions for Sana Core and Enterprise on Workday Community.

Sana Help Center.

Capabilities	Sana Core	Sana Enterprise
Access to the Sana Workspace, including file upload (research and analysis) and LLM chat (web only).	Yes	Yes
Read and write actions in Workday through Workday Self-Service Agent (WSAA).	Yes	Yes
Agentic chat with user history and citations.	Yes	Yes
Single sign-on shared with your Workday tenant.	Yes	Yes
Role and permission mirroring so access and actions respect Workday security configuration.	Yes	Yes
Administrators can enable and manage supported third-party connectors used by Sana Enterprise. Available connectors can read and write across external applications. Administrators have granular connector controls to limit user access.	No	Yes
Support custom Model Context Protocol (MCP) connectors. Administrators can integrate internal or long-tail systems securely using OAuth.	No	Yes
Users with appropriate permissions can request and perform actions in connected systems directly from Sana Enterprise chat.	No	Yes
Prompts users to review and confirm actions that require human-in-the-loop approval before proceeding. All cross-system actions are logged and available for audit.	No	Yes
Provides data analysis and visualization through secure backend code execution, supporting structured data such as spreadsheets and generating charts. Sana writes and runs code behind the scenes.	No	Yes
Deliver chat responses containing rich, interactive elements instead of only plain text.	No	Yes
Use agent builder to create custom agents. Describe what you want using natural language. Users can trigger agents manually, on a schedule, or through third-party events.	No	Yes
A central location to view completed agent outputs and manage pending approvals in the Sana Inbox.	No	Yes
Individual agent pages that enable users to navigate back to each agent to view the history and configuration.	No	Yes
A Meeting Agent can join Google Meet, Microsoft Teams, and Zoom meetings automatically as a notetaker. The agent records, creates searchable summaries, and extracts decisions and action items. Indexes meeting transcripts. Transcripts become searchable and become available to agents to consume.	No	Yes
A navigational search-as-you-type in the main chat drop down that surfaces links to Workday people, reports, and tasks. Users can jump straight to the right place.	No	Yes
An in-chat conversational search to refine queries naturally, providing users with a flexible, conversational way to find things. Users can ask Sana for a specific person, task, or report and get deep-linked, clickable results right in the conversation.	No	Yes