> ## Documentation Index
> Fetch the complete documentation index at: https://docs.datarm.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Key Features

> Comprehensive overview of AVA capabilities across Chat, Tasks, Knowledge Search, and Workspace

## AVA Chat Features

Your conversational AI interface with connected data access.

<CardGroup cols={2}>
  <Card title="@ Mention System" icon="at">
    Pull data from any connected source by typing @ - simple, intuitive access to all your business systems
  </Card>

  <Card title="Multi-Source Conversations" icon="network-wired">
    Combine information from multiple sources in a single conversation without switching contexts
  </Card>

  <Card title="Session History" icon="clock-rotate-left">
    Access all your past conversations, organized by recency with search and filtering
  </Card>

  <Card title="Conversation Sharing" icon="share-nodes">
    Share chat sessions with team members, including full context and history
  </Card>
</CardGroup>

### Connected Data Sources

Access live data from enterprise applications:

<Tabs>
  <Tab title="Microsoft 365">
    * **@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
  </Tab>

  <Tab title="CRM & Sales">
    * **@Salesforce**: Query opportunities, leads, cases, accounts, contacts
    * Update CRM records directly from chat
    * Create new records with AI assistance
    * Generate reports and forecasts
  </Tab>

  <Tab title="Development Tools">
    * **@GitHub**: Search repositories, check PR status, review code
    * **@Jira**: Query issues, update tickets, check sprint status
    * Link commits to conversations
    * Generate development summaries
  </Tab>

  <Tab title="Other Integrations">
    * **@NetSuite**: Business records and transactions
    * **@Security**: Microsoft Defender alerts and incidents
    * **@Web**: Web scraping and content crawling
    * **Custom MCP servers**: Extend with your own integrations
  </Tab>
</Tabs>

### 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.

<CardGroup cols={2}>
  <Card title="Multi-Step Workflows" icon="list-ol">
    Create tasks with multiple sequential steps, each with its own instructions
  </Card>

  <Card title="Task Library" icon="book-bookmark">
    Save successful workflows as templates and share with your team
  </Card>

  <Card title="SuperPrompt" icon="wand-magic-sparkles">
    Toggle enhanced AI guidance for better results on complex tasks
  </Card>

  <Card title="Document Integration" icon="file-circle-plus">
    Add documents from workspace for context in any step
  </Card>
</CardGroup>

### Task Capabilities

<AccordionGroup>
  <Accordion title="Sequential Execution">
    Each step runs in order, with results from previous steps available as context for subsequent steps
  </Accordion>

  <Accordion title="Live Data Integration">
    Use @ mentions within task steps to pull fresh data from connected sources
  </Accordion>

  <Accordion title="Progress Tracking">
    Visual progress indicators show which steps are complete, in progress, or pending
  </Accordion>

  <Accordion title="Template Sharing">
    Share task templates with:

    * Individual team members
    * Microsoft 365 groups
    * Entire organization
  </Accordion>

  <Accordion title="Result Export">
    Export task results to Office formats (Word, PowerPoint, Excel) or plain text
  </Accordion>
</AccordionGroup>

### 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.

<CardGroup cols={2}>
  <Card title="Multi-Corpus Search" icon="magnifying-glass-plus">
    Query multiple document collections simultaneously in a single search
  </Card>

  <Card title="Corpus Creation" icon="folder-plus">
    Create custom knowledge bases from any SharePoint site or document library
  </Card>

  <Card title="Auto-Sync" icon="arrows-rotate">
    Automatically update corpus when documents are added, modified, or deleted
  </Card>

  <Card title="Field Extraction" icon="table-cells">
    Extract custom fields from documents for enhanced search capabilities
  </Card>
</CardGroup>

### Knowledge Search Capabilities

<Tabs>
  <Tab title="Semantic Search">
    * Understands intent, not just keywords
    * Finds relevant content even without exact matches
    * Handles questions in natural language
    * Returns ranked results by relevance
  </Tab>

  <Tab title="Source Attribution">
    * Every answer includes source citations
    * Direct links to source documents
    * Displays file names and locations
    * Shows relevant excerpts
  </Tab>

  <Tab title="Corpus Management">
    * View all embedded files in a corpus
    * Add or remove specific documents
    * Edit corpus descriptions
    * Configure auto-sync settings
    * Set field extraction rules
  </Tab>

  <Tab title="Access Control">
    * Respects SharePoint permissions
    * Users only search documents they can access
    * Corpus owners control sharing
    * Delegated permissions model
  </Tab>
</Tabs>

### 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

<CardGroup cols={3}>
  <Card title="Microsoft Files" icon="microsoft">
    Search OneDrive and SharePoint for documents to add to conversations
  </Card>

  <Card title="Meetings" icon="video">
    Access recorded Teams meetings with transcripts and summaries
  </Card>

  <Card title="My Computer" icon="laptop">
    Upload files from your local device to reference in chat
  </Card>
</CardGroup>

**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.

<CardGroup cols={2}>
  <Card title="Prompt Creation" icon="pencil">
    Build custom prompts with instructions, connected data references, and file type filters
  </Card>

  <Card title="Team Collaboration" icon="users">
    Share prompts with individuals, teams, or Microsoft 365 groups
  </Card>

  <Card title="Smart Filtering" icon="filter">
    Filter prompts by connected data sources, file types, or sharing scope
  </Card>

  <Card title="Prompt Templates" icon="clone">
    Use pre-built prompts as starting points for your own
  </Card>
</CardGroup>

### Prompt Capabilities

<AccordionGroup>
  <Accordion title="Connected Data References">
    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
  </Accordion>

  <Accordion title="File Type Filtering">
    Specify which file types the prompt applies to:

    * Excel spreadsheets only
    * Word documents only
    * PowerPoint presentations
    * PDF documents
    * Email messages
    * Meeting transcripts
  </Accordion>

  <Accordion title="Sharing Options">
    Control who can use your prompts:

    * **Personal**: Only you
    * **Team**: Specific Microsoft 365 group
    * **Organization**: Everyone in your company
    * **Individual**: Specific people
  </Accordion>

  <Accordion title="Version Control">
    Prompts maintain history:

    * See when prompts were created/modified
    * Track who created or last updated
    * Revert to previous versions if needed
  </Accordion>
</AccordionGroup>

### 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

<Tabs>
  <Tab title="Azure OpenAI">
    **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
  </Tab>

  <Tab title="AWS Bedrock">
    * **Claude Opus 4.1**: Most intelligent model, industry leader for coding and agents
    * **Claude Sonnet 4.5**: Most intelligent for complex agents, 1M token context
    * **Claude Haiku 4.5**: Fast, cost-effective near-frontier intelligence
    * **Claude Sonnet 4**: Hybrid reasoning with instant or deep thinking modes
    * **Claude Opus 4**: Next-gen model for autonomous AI agents
  </Tab>

  <Tab title="GCP Vertex">
    * **Gemini 2.5 Pro**: Most advanced model with Deep Think mode for complex reasoning
    * **Gemini 2.5 Flash**: Best price-performance, rapid creative workflows
    * **Gemini 2.5 Flash-Lite**: Speed and cost-optimized variant
    * **Gemini Pro**: Standard model for general-purpose tasks
  </Tab>
</Tabs>

### 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.

<CardGroup cols={4}>
  <Card title="PowerPoint" icon="file-powerpoint">
    From conversations, notes, or task results
  </Card>

  <Card title="Word Documents" icon="file-word">
    Formatted documents with proper styling
  </Card>

  <Card title="Excel Spreadsheets" icon="file-excel">
    Data tables and analysis results
  </Card>

  <Card title="Plain Text" icon="file-lines">
    Simple text file exports
  </Card>
</CardGroup>

### 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.

<CardGroup cols={2}>
  <Card title="Chat Sharing" icon="share">
    Share entire conversations with team members including full context
  </Card>

  <Card title="Task Templates" icon="clone">
    Share successful workflow templates across teams
  </Card>

  <Card title="Prompt Library" icon="book">
    Organizational prompt repository for best practices
  </Card>

  <Card title="Knowledge Bases" icon="database">
    Shared corpus access for team knowledge search
  </Card>
</CardGroup>

### 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.

<Tabs>
  <Tab title="Images">
    **Add and generate images**

    **Upload 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 →](/essentials/core-capabilities#work-with-images)
  </Tab>

  <Tab title="Microsoft Actions">
    **Take action via Microsoft Graph API**

    **Schedule Meetings:**

    * "Schedule a 30-minute meeting with Sarah tomorrow at 2pm"
    * AVA checks availability and sends invitations
    * Creates Teams meeting links automatically

    **Create Tasks:**

    * "Add 'Review Q4 budget' to my todo list by Friday"
    * Tasks created in Microsoft To Do
    * Can assign to others with deadlines

    **Share Documents:**

    * "Share this presentation with the Sales team"
    * AVA sets permissions and sends notifications
    * Manages access levels (view/edit)

    **Send Emails:**

    * "Draft a follow-up email to the client"
    * AVA composes and can send on your behalf
    * Uses conversation context for relevant content

    **The possibilities are nearly endless** with Microsoft Graph API integration.

    [Explore all Microsoft actions →](/essentials/core-capabilities#microsoft-365-actions-via-graph-api)
  </Tab>

  <Tab title="Copy to Notes">
    **Build documents from conversations**

    **One-Click Copy:**

    * Click "Copy to Notes" on any AVA response
    * Content added to your Workspace Notes
    * Organize and format as needed
    * Build comprehensive documents

    **Use Cases:**

    * Compile research from multiple conversations
    * Gather insights for reports
    * Build presentations from chat sessions
    * Create knowledge documents
    * Organize findings across sessions

    **Export Options:**

    * PowerPoint presentations
    * Word documents
    * Copy to clipboard
    * Save to OneDrive

    [Learn more about Notes →](/features/workspace#notes-tab)
  </Tab>

  <Tab title="Share Conversations">
    **Collaborate with teammates**

    **Why Share:**

    * Speed up work by sharing ongoing analysis
    * Get input with full context
    * Transfer knowledge efficiently
    * Team alignment on complex problems

    **How to Share:**

    1. Click "Share" in conversation header
    2. Select individual users or Microsoft 365 groups
    3. Set permissions (view or collaborate)
    4. Recipients see full conversation history

    **Access Levels:**

    * **View**: See conversation but can't modify
    * **Collaborate**: Continue the conversation

    **Use Cases:**

    * Get manager feedback on analysis
    * Onboard team members quickly
    * Collaborative problem-solving
    * Document decision-making process

    [Explore conversation sharing →](/essentials/core-capabilities#share-conversations)
  </Tab>

  <Tab title="PowerPoint Generation">
    **From conversations to presentations**

    **Current Capability:**

    * Export Notes to PowerPoint
    * H1 headings become slide titles
    * Bullets formatted automatically
    * Professional layouts applied

    **Version 3 (Coming Soon):**

    * Generate presentations directly from Chat
    * Intelligent layout selection
    * Automatic image integration
    * Brand template support
    * "Turn this conversation into a presentation" - done!

    **Use Cases:**

    * Executive summaries
    * Sales presentations
    * Research findings
    * Meeting preparation
    * Status reports

    [Learn about PowerPoint generation →](/essentials/core-capabilities#powerpoint-generation)
  </Tab>

  <Tab title="Export Everywhere">
    **Generate Office documents**

    **Export Options:**

    * **PowerPoint**: Presentations from notes or conversations
    * **Word**: Formatted documents and reports
    * **Excel**: Data tables and analysis
    * **PDF**: Shareable documents
    * **Clipboard**: Quick copy and paste

    **Available From:**

    * Any chat conversation
    * Task results
    * Knowledge Search results
    * Workspace Notes
    * Any AVA interaction

    **Workflow:**

    1. Complete work in AVA
    2. Choose export format
    3. AVA generates document
    4. Download or save to OneDrive
    5. Edit in Office if needed

    [Explore export capabilities →](/essentials/core-capabilities#export-capabilities)
  </Tab>
</Tabs>

<Tip>
  **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.
</Tip>

<Info>
  **Want to learn more?** Visit our comprehensive [Core Capabilities](/essentials/core-capabilities) page to explore all these features in detail.
</Info>

## Security & Privacy Features

Enterprise-grade security built in.

<AccordionGroup>
  <Accordion title="Delegated Permissions">
    AVA only accesses what the authenticated user can access - no elevated privileges
  </Accordion>

  <Accordion title="Data Residency">
    All data stays within your Azure tenant - never sent to external SaaS providers
  </Accordion>

  <Accordion title="Audit Logging">
    Complete audit trail of all user actions via Application Insights
  </Accordion>

  <Accordion title="Encryption">
    TLS 1.3 in transit, Azure-managed encryption at rest
  </Accordion>

  <Accordion title="Identity-Based Access">
    Microsoft Entra ID authentication with SAML/OAuth
  </Accordion>
</AccordionGroup>

## 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

<CardGroup cols={2}>
  <Card title="Use Cases" icon="briefcase" href="/essentials/use-cases">
    See how organizations use these features
  </Card>

  <Card title="Get Started" icon="rocket" href="/quickstart">
    Start using AVA today
  </Card>

  <Card title="Chat Features" icon="comments" href="/features/ava-chat">
    Deep dive into AVA Chat
  </Card>

  <Card title="Knowledge Search" icon="magnifying-glass" href="/features/knowledge-search">
    Learn about Knowledge Search
  </Card>
</CardGroup>