Skip to main content

​
AVA Chat Features

Your conversational AI interface with connected data access.

@ Mention System

Pull data from any connected source by typing @ - simple, intuitive access to all your business systems

Multi-Source Conversations

Combine information from multiple sources in a single conversation without switching contexts

Session History

Access all your past conversations, organized by recency with search and filtering

Conversation Sharing

Share chat sessions with team members, including full context and history

​
Connected Data Sources

Access live data from enterprise applications:
  • Microsoft 365
  • CRM & Sales
  • Development Tools
  • Other Integrations
  • @Mail: Query your Outlook inbox and sent items
  • @Calendar: Check schedule, find meetings, see availability
  • @Files: Search and access OneDrive and SharePoint documents
  • @Teams: Access Teams messages and channel information
  • @ToDo: View and manage your task lists

​
Conversation Capabilities

  • Context Awareness: AVA remembers earlier in the conversation and maintains context across @ mentions
  • Multi-Turn Dialogues: Natural back-and-forth conversations with follow-up questions
  • Code Generation: Generate and explain code in multiple languages
  • Data Analysis: Analyze data from connected sources and generate insights
  • Content Creation: Draft emails, documents, presentations with business context

​
AVA Tasks Features

Multi-step workflow automation with intelligent orchestration.

Multi-Step Workflows

Create tasks with multiple sequential steps, each with its own instructions

Task Library

Save successful workflows as templates and share with your team

SuperPrompt

Toggle enhanced AI guidance for better results on complex tasks

Document Integration

Add documents from workspace for context in any step

​
Task Capabilities

Each step runs in order, with results from previous steps available as context for subsequent steps
Use @ mentions within task steps to pull fresh data from connected sources
Visual progress indicators show which steps are complete, in progress, or pending
Share task templates with:
  • Individual team members
  • Microsoft 365 groups
  • Entire organization
Export task results to Office formats (Word, PowerPoint, Excel) or plain text

​
Common Task Use Cases

  • Research & Analysis: Multi-step research workflows with synthesis
  • Report Generation: Automated report creation from multiple data sources
  • Document Processing: Batch processing of documents with consistent steps
  • Content Creation: Structured content creation pipelines
  • Data Transformation: ETL-style workflows for data manipulation

​
Knowledge Search Features

RAG-powered semantic search across your SharePoint documents.

Multi-Corpus Search

Query multiple document collections simultaneously in a single search

Corpus Creation

Create custom knowledge bases from any SharePoint site or document library

Auto-Sync

Automatically update corpus when documents are added, modified, or deleted

Field Extraction

Extract custom fields from documents for enhanced search capabilities

​
Knowledge Search Capabilities

​
Perfect For

  • Contract Libraries: Search all contracts for specific clauses, terms, or conditions
  • HR Documentation: Find policies, procedures, and employee information
  • Technical Documentation: Query manuals, specifications, and guides
  • Customer Service: Search support articles, FAQs, and troubleshooting guides
  • Legal Documents: Research case law, precedents, and legal opinions
  • Compliance Materials: Find regulatory documents and compliance procedures

​
Workspace Features

Integrated panel for search, notes, and file viewing.

​
Search Tab

Microsoft Files

Search OneDrive and SharePoint for documents to add to conversations

Meetings

Access recorded Teams meetings with transcripts and summaries

My Computer

Upload files from your local device to reference in chat
Features:
  • Full-text search across your Microsoft 365 files
  • Filter by file type (Word, Excel, PowerPoint, PDF, etc.)
  • Preview files before adding to conversation
  • Drag-and-drop file upload
  • Meeting filter by date and attendees

​
Notes Tab

Rich text editor for capturing ideas and creating content. Capabilities:
  • Full formatting toolbar (bold, italic, headers, lists, etc.)
  • Create structured documents collaboratively with AVA
  • Copy notes to clipboard
  • Export to PowerPoint: Generate presentations directly from notes
  • Organize ideas from multiple chat sessions
  • Save notes for later reference
Use Cases:
  • Meeting notes while chatting with AVA
  • Brainstorming and idea capture
  • Document drafting with AI assistance
  • Presentation content development
  • Structured note-taking

​
File Viewer Tab

View and edit documents from SharePoint and OneDrive. Features:
  • View Mode: Preview documents without editing
  • Edit Mode: Make changes using Microsoft Office Online integration
  • Multi-tab support for multiple documents
  • Direct access to user’s files
  • Synchronized with SharePoint/OneDrive
Benefits:
  • Reference documents while chatting about them
  • Make edits without leaving AVA
  • Keep context while working on files
  • Side-by-side comparison of documents

​
Prompt Library Features

Create, organize, and share custom prompts across your organization.

Prompt Creation

Build custom prompts with instructions, connected data references, and file type filters

Team Collaboration

Share prompts with individuals, teams, or Microsoft 365 groups

Smart Filtering

Filter prompts by connected data sources, file types, or sharing scope

Prompt Templates

Use pre-built prompts as starting points for your own

​
Prompt Capabilities

Include specific data sources in your prompts:
  • @Salesforce for CRM queries
  • @Microsoft365 for file and calendar access
  • @Jira for development workflow prompts
  • Any combination of connected sources
Specify which file types the prompt applies to:
  • Excel spreadsheets only
  • Word documents only
  • PowerPoint presentations
  • PDF documents
  • Email messages
  • Meeting transcripts
Control who can use your prompts:
  • Personal: Only you
  • Team: Specific Microsoft 365 group
  • Organization: Everyone in your company
  • Individual: Specific people
Prompts maintain history:
  • See when prompts were created/modified
  • Track who created or last updated
  • Revert to previous versions if needed

​
Example Prompts

Name: "Weekly Sales Pipeline Review"
Connected Data: @Salesforce
File Types: Excel
Sharing: Sales Team

Prompt: "Review all opportunities closing this week. Create a
summary table with Company, Deal Value, Close Date, Stage, and
Risk Assessment. Sort by deal value descending. Export to Excel."

Name: "Contract Clause Extraction"
Connected Data: @Contracts Demo (Knowledge Search)
File Types: PDF, Word
Sharing: Legal Team

Prompt: "Extract all payment terms, termination clauses, and
renewal provisions from this contract. Create a structured summary
with section references."

​
Model Selection & AI Features

Choose the right AI model for each task.

​
Available Models

  • Azure OpenAI
  • AWS Bedrock
  • GCP Vertex
Text & Reasoning:
  • GPT-5: Latest flagship model for logic-heavy and multi-step tasks
  • GPT-5 Pro: Extended reasoning capabilities for complex analysis
  • GPT-5 Codex: Advanced coding model for development tasks
  • GPT-5 Chat: Natural, multimodal, context-aware conversations
  • GPT-5 Mini/Nano: Lightweight, cost-effective variants for speed
Image Generation:
  • GPT-image-1: Latest image generation with improved quality and detail
  • DALL-E 3: High-quality image generation with natural/vivid styles

​
Model Selection Criteria

Choose based on:
  • Task Complexity: Use GPT-5, GPT-5 Pro, Claude Opus 4.1, or Gemini 2.5 Pro for complex reasoning and multi-step logic
  • Speed Requirements: Use GPT-5 Nano, Claude Haiku 4.5, or Gemini 2.5 Flash-Lite for quick responses
  • Coding Tasks: GPT-5 Codex or Claude Opus 4.1 excel at code generation and debugging
  • Context Window: Claude Sonnet 4.5 (1M tokens) for large document analysis
  • Cost: Balance performance needs with budget - GPT-5 Mini/Nano, Flash, and Haiku models offer best price-performance
  • Conversations: GPT-5 Chat and Gemini 2.5 models excel at natural, context-aware dialogue
  • Image Generation: GPT-image-1 for latest quality, DALL-E 3 for creative visual content

​
Custom Instructions

Personalize AVA’s behavior globally: 
Example Custom Instructions:

"I'm a VP of Sales at a B2B SaaS company. When analyzing
opportunities:
- Always show ARR (Annual Recurring Revenue)
- Include sales cycle length
- Highlight competitive threats
- Flag deals over $100K

Format financial data in tables with currency symbols.
My timezone is Pacific Time (PT).
My working hours are 8am-6pm weekdays."
AVA applies these preferences to all conversations and tasks.

​
Export & Integration Features

Generate Office documents from your AI work.

PowerPoint

From conversations, notes, or task results

Word Documents

Formatted documents with proper styling

Excel Spreadsheets

Data tables and analysis results

Plain Text

Simple text file exports

​
PowerPoint Generation

Special capability to create presentations:
  • From Chat: Select conversation turns to include as slides
  • From Notes: Convert notes directly to presentation format
  • Smart Formatting: Auto-applies appropriate slide layouts
  • Image Support: Includes images and charts where relevant
  • Customizable: Edit generated slides before export

​
Export Options

All exports support:
  • Copy to clipboard for pasting elsewhere
  • Download directly to local device
  • Save to OneDrive/SharePoint
  • Share via link with team members

​
Collaboration Features

Work together with your team using AVA.

Chat Sharing

Share entire conversations with team members including full context

Task Templates

Share successful workflow templates across teams

Prompt Library

Organizational prompt repository for best practices

Knowledge Bases

Shared corpus access for team knowledge search

​
Sharing Capabilities

  • Granular Permissions: Control who can view vs edit
  • Microsoft 365 Integration: Share with existing groups and teams
  • Link-Based Sharing: Generate secure share links
  • Access Tracking: See who has accessed shared resources

​
Core Capabilities Available Everywhere

AI That Works™ - These powerful features work across all of AVA (Chat, Tasks, Knowledge Search), making AVA your AI super assistant.
  • Images
  • Microsoft Actions
  • Copy to Notes
  • Share Conversations
  • PowerPoint Generation
  • Export Everywhere
Add and generate imagesUpload Images:
  • Add screenshots, diagrams, photos to any conversation
  • Supported formats: JPG, PNG, GIF, WebP
  • Available in Chat, Tasks, and Knowledge Search
  • AVA analyzes and references images in context
Generate Images:
  • Create images using GPT-image-1 or DALL-E 3
  • Simply describe what you want to see
  • Perfect for presentations, concepts, documentation
  • Generate professional visuals on demand
Use Cases:
  • Design feedback on mockups
  • Troubleshoot errors with screenshots
  • Visualize data and concepts
  • Create presentation graphics
  • Illustrate documentation
Learn more about image capabilities →
AI That Works: AVA leverages Microsoft Graph API to be your AI super assistant—taking real action across your Microsoft 365 environment, not just answering questions.
Want to learn more? Visit our comprehensive Core Capabilities page to explore all these features in detail.

​
Security & Privacy Features

Enterprise-grade security built in.
AVA only accesses what the authenticated user can access - no elevated privileges
All data stays within your Azure tenant - never sent to external SaaS providers
Complete audit trail of all user actions via Application Insights
TLS 1.3 in transit, Azure-managed encryption at rest
Microsoft Entra ID authentication with SAML/OAuth

​
Performance & Scale

Built for enterprise workloads:
  • Auto-Scaling: Azure Container Apps scale based on demand
  • Fast Search: Sub-second vector search with pgVector
  • Large Context: Support for 128K+ token context windows (model-dependent)
  • Concurrent Users: No hard limits - scales with your Azure resources
  • Document Processing: Parallel embedding generation for fast corpus creation
  • Model Load Balancing: Distribute requests across AI provider regions

​
Next Steps

Use Cases

See how organizations use these features

Get Started

Start using AVA today

Chat Features

Deep dive into AVA Chat

Knowledge Search

Learn about Knowledge Search