Competitor teardown · Celesnity product · 23 Oct 2026

Juna AI — the Agentic Factory OS from Berlin

Juna connects a plant's existing systems into one company model, puts a Claude-powered chat on top, and runs background agents that push alerts, reports and recommendations to engineers in Teams, email and an inbox. It is the closest European analogue to Minder Platform.

HQ / founded
Berlin
2023 per TechCrunch; 2024 per PitchBook
Funding
$7.5M seed
Nov 2024 · Kleiner Perkins, Norrsken VC, John Doerr
Team
~50
PitchBook profile
Logos shown
4
Froneri, Deutsche Gasrußwerke, Currenta, Eratex
Pricing
Not public
Enterprise sale, starts with a Proof of Value
What matters for Minder
  • Juna sells analytics and recommendations on top of data that already exists — historians, MES, ERP, documents. It shows no shop-floor worker surface and no first-party event capture.
  • Its product shape — chat → chart → save to dashboard → scheduled agent → alert with Forward / Override → auto report — is almost exactly our Artifacts-first plan. The UI bar is high.
  • The open lane for Minder: plants with no historian and no clean data (Vietnam, SEA mid-market), where the record has to be built from workers and signals first.

Product shape

Three layers, sold as one "AI OS". Read left to right: data comes in, gets modelled, an LLM agent reasons over it with tools, and a human decides.

SourcesOPC UA, MQTT, Modbus · AVEVA PI · Siemens Opcenter, Tulip · SAP, Oracle JDE, Dynamics 365 · PDFs, CSVs, screenshots, voice notes, chats
→
FoundationCompany Model (machines, flows, sensors) · Knowledge Base (docs → typed entities) · Memory (user terms, past findings)
→
Agent loopClaude Opus / Sonnet 4.6 · writes and runs code on live data · 19 toggleable tool "apps" · background agents on schedules
→
Human decidesChat answers, dashboards, PDF/PPT reports, alerts in Teams/email/inbox · Forward or Override

Model names are read from the product UI in Juna's demo videos. The enterprise page says customers can choose any LLM.

juna.ai/foundation

Foundation — the company model

Juna says its engineers plus roughly four hours of customer input produce a structured map of every entity, data source and flow. Every screen below is paused from the page's product videos.

Connector catalog grouped by category

Connector catalog

  • Grouped by layer: real-time process & control, time-series historians, MES & production ops, ERP.
  • Named tiles: OPC UA, MQTT, Modbus, AVEVA PI, Siemens Opcenter, Tulip, SAP, Oracle JD Edwards, Microsoft Dynamics 365.
  • Tulip appears as a data source — frontline apps feed Juna's analysis.
Configure OPC UA dialog

Self-serve OT connection

  • OPC UA form: endpoint URL, security mode (None / Sign / Sign & Encrypt), authentication, root node for sensor discovery.
  • The dialog says it stages the endpoint for a later live connector, so the live link may still be engineer-assisted.
Minder: matches our "Data sync and connectors" priority. A typed catalog by OT layer is a clean pattern to copy.
Material flow graph between machine sections

Process flow graph

  • Machine sections as nodes; material flows (paper stock, starch, vacuum) as coloured edges.
  • Filter by material to isolate one flow through the line.
  • Demo plant is a paper machine (Stock prep → Refiner → Wire, Press, Dryer sections).
Machine panel with sensors and details

Machine panel

Click a node: outgoing connections, 216 sensors, machine ID, type, location, linked documents. A "Chat" tab is docked on the right edge.

Sensor detail panel

Sensor panel

Current value, range picker (1D to All), min / avg / max, sensor ID and type (here an SO₂ concentration tag).

Document library

Knowledge base — library

  • Upload manuals, BOMs, SOPs; each file gets an AI summary, status and uploader.
  • Juna claims extraction takes under a minute per document, working from PDFs, photos of handwritten notes, voice recordings and group chats.
Original CSV with component and tag columns

Original view

A BOM CSV maps machine → functional group → component → historian tag (e.g. W2_UNW_TEN_PV). This is how documents bind to live sensor data.

Juna Document structured view

"Juna Document" view

Summary, topics, and typed entities (equipment, organisation, location, standard, person), plus links to other files: same entity, similar topic. Editable.

Document graph view

Document graph

  • Relationship types: part of, same entity, shared equipment, similar topic.
  • Topic clusters group documents by shared subjects.
Chat memory: user defines heavy liner

Memory of plant language

  • User says "heavy liner" means the 175 g/m² kraft grade, run code HL175; the agent stores it and reuses it.
  • Status chips: "Thinking completed", "Juna Agent is programming". Context meter shows 2% used at 21,592 tokens.
  • Model picker shows Claude Sonnet 4.6; voice input mic in the composer.
Minder: plant jargon memory is a visible, demo-able feature. Ours must handle Vietnamese shop-floor terms and Zalo-style shorthand.
juna.ai/chat

Chat — natural-language analysis on live data

Five advertised use cases: data science, best operating conditions, root cause analysis, reports, dashboards. Answers are charts and quantified recommendations, not just text.

Factory Chat start screen

Factory Chat

  • Single prompt box with model picker (Claude Opus 4.6), tool grid, starter questions.
  • Example ask: which reactor settings gave the best results for a product last quarter.
7-day power breakdown chart

Data science charts

  • Interactive charts with hover tooltips: 7-day power by line at 15-min resolution, polar energy share, efficiency scatter, weekly heatmap.
  • Chart titles are phrased as the business question being answered.
Root cause chart: heater fouling

Root cause — evidence

Heater draws more power while temperature drops: a fouling signature over 21 days, with setpoint and quality-floor bands. "2 Actions completed", JSON view, Save to Dashboard.

Root cause recommendation

Root cause — money and next step

Converts drift into lost tonnes and €/month, compares "do nothing" with "descale this weekend" (payback in days), then proposes a standing early-warning monitor.

Best operating conditions widget with chat

Best operating conditions

Centerlining widget: value vs reference mean and ±2σ bounds across product grades and sheet breaks. Buttons: Send for Review, Disable, Set Reference Bounds. Chat sits beside it.

Suggested actions in chat

Diagnosis → suggested actions

Agent concludes a stale reference, not a process fault, and points the user to the exact UI control, with "Send for Review" when team approval is required.

Available apps toggles

Tools as toggleable "apps"

  • 19 apps per chat: Gantt, Heatmap, Knowledge Base, Memory, PDF Reports, PI Data (AVEVA PI), PPT Reports, Production Data, Sensor Data and more.
  • Memory is described as "Cockpit memory records" — likely an internal product name.
Minder: this is our "Plugins / skills" priority in product form. Start with the same core set.
Weekly plant performance report

Reports on demand

Weekly Plant Performance Report as a paged PDF: alarm, PM and MTBF cards, equipment issue table with severity and action. PPTX decks with editable source too.

Live dashboard

Live dashboards

Charts saved from chat become tiles; dashboards are tabbed ("Asphalt Works", "Key KPIs 2026") with copy, edit, delete per tile.

juna.ai/apps

Applications — agents that work without being asked

The page claims a library of 250 pre-built workflows. The hero video uses an NH3 refrigeration plant.

Alert inbox: NH3 circuit

Alert inbox

  • Alert: freezer tunnel idle while NH3 Circuit B stays at production setpoint; excess cooling for 3 h 47 min.
  • Analytics: actual vs expected kWe, compressor load by circuit.
  • Recommendation: raise evaporation setpoint −32 °C → −28 °C, est. 18–22 kWe saved. Forward or Override.
  • Report due card: auto-generated shift energy report, Review or Send to Team.
Minder: a clear template for energy alerts in refrigeration-heavy plants. It assumes a historian already logs kWe per circuit.
Forward to process engineer

Human in the loop

Forward drafts an editable message to the process engineer. The AI never changes the setpoint itself.

Inbox zero stats

Value shown to the user

An inbox-zero streak with hours saved this week, alerts resolved, reports sent on time. Outcome of the action itself is not shown.

Agents library

Background agents

  • Cards with cadence chips: every 15 min (trip investigator), daily 05:30 / 06:00 / 14:00, weekly Monday 07:00, hourly gas efficiency.
  • Day-ahead electricity agent pulls ENTSO-E prices against the production schedule.
  • Mixed German/English descriptions — authored per customer. "New Agent" button for self-build.
Minder: closes the gap in our plan — recurring reports and scheduled runs are not yet in section 3.
Teams notification from Juna agent

Delivered where people work

Microsoft Teams toast from "Juna agent": a quality parameter trending out of spec on line 5.

Email from Quality Drift Agent

Agent email

"Quality Drift Agent" email: SO₂ warning, last 3 lab samples vs spec, current reactor setpoints, likely causes. Carbon-black vocabulary (N330, BET, OAN).

New dashboard modal

Company vs personal

New dashboard: Company (shared with everyone) or Personal (only you).

Save chart to dashboard

Save chart to dashboard

Pick a company or personal dashboard as the destination. Chats can also be shared with a colleague, a team or the company.

Analysis

Fact = from Juna's site, product UI or press. View = our assessment.

Platform Fact

  • Three layers: Foundation (company model, knowledge base, memory), Chat, Applications. Launched as the "Agentic Factory OS", positioned as Juna 2.0 (Mar 2026).
  • Named agents: Production Scheduling, Process Engineering, Resource Intelligence, Background Agents, Agent Builder on an Agent SDK.
  • Private servers on Azure hosted in Germany; customer-environment deployment on request. RBAC, SSO, audit logs.
  • Open APIs and SDK; customers own generated code, workflows and reports. Write-back limited to tickets, reports, plans.

AI Fact

  • Frontier LLM agent: Claude Opus 4.6 / Sonnet 4.6 visible in the UI; enterprise page says any LLM.
  • Grounding: company model + knowledge base + memory; the agent writes and runs code against real data and shows its steps.
  • Customer ML models and simulations plug in as tools.
  • 2024 origin was different: custom reinforcement-learning agents recommending machine setpoints (TechCrunch). The 2026 product leads with LLM agents.

Approach Fact

  • Juna engineers map systems and flows; customer effort quoted at about 4 hours.
  • Entry is a focused Proof of Value promising impact in weeks; expand use case by use case.
  • Human-in-the-loop by design: customer sets objectives, constraints, approvals.
  • Outputs flow into Teams, Slack, email, tickets and dashboards, so users stay in tools they already open.

Moat View

  • Real: per-customer company model and knowledge graph create switching cost; heavy-process templates (paper, carbon black, asphalt, NH3 cold chain) and a 250-workflow library; German hosting + ISO 27001 for the Mittelstand; Kleiner Perkins money and Gartner listings for credibility.
  • Thin: the reasoning layer is a licensed model anyone can buy; every input is someone else's system, so gaps in manual records stay gaps; public proof is unquantified (no named result, no metric on site or launch post).

Pricing Fact + View

  • No public price. Enterprise commercial terms; data not used for model training.
  • Demos sell in € impact (lost tonnes per day, €/month, kWe saved), never in seats.
  • View: expect a paid PoV then a platform fee that grows per use case or site. Treat any number as unknown until a buyer shares one.

Market Fact

  • Germany first; 2024 customers were all German (handful). Logos: Froneri (ice cream), Deutsche Gasrußwerke (carbon black), Currenta (chemical parks), Eratex (textiles).
  • Started in energy-intensive heavy industry; launch post widens the target to all manufacturers.
  • Gartner: key vendor, Industrial AI vertical agents (Innovation Guide for AI Agents, 2026); sample vendor, Hype Cycle for Discrete Manufacturing 2025.
  • Narrative: European competitiveness through technology, retiring operators' know-how.

Juna vs Minder

Where the two products start, and where they meet.

JunaMinder
Starting pointExisting systems: historian, MES, ERP, documentsFirst-party event capture from workers and signals; legacy systems as adapters
Primary userProcess engineers, plant managersFrontline workers and managers on one event log
Input modeChat, uploads, connectorsVoice and vision first, native language, on devices in hand
AI stackClaude agent + code execution + tool apps + memoryAgent loop over operational graph via read-only Trino, cited responses
AutonomyRecommend, forward, write tickets/reports; human approvesRead-only/advisory in production; humans approve consequential actions
Proof shownLogos and one CEO testimonial; no published metricsKasa: 7 departments, 100% assigned-worker adoption (founder-supplied, not independently audited)
SecurityISO 27001 certified, GDPR, German hostingControls in source; ISO 27001 / GDPR operations are milestones
GeographyGermany / DACHVietnam proving ground, Europe next

Sources

Conflicts left visible: founding year (2023 vs 2024); seed size in USD vs EUR. Customer logos are Juna's own claims and were not independently verified.