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Overview

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Your AI Super Assistant

AVA (AI Virtual Assistant) is an enterprise AI productivity platform that runs securely within your Azure tenant. Unlike external SaaS AI tools that just answer questions, AVA takes action—it’s AI that works, not just talks. Through Microsoft Graph API integration, AVA schedules your meetings, creates your tasks, shares your documents, sends your emails, and generates your presentations. It integrates seamlessly with your Microsoft 365 environment and business systems, using your existing Microsoft Entra identity to be your AI super assistant. Think of AVA as your personal AI assistant that not only knows your calendar and can access your emails, but can also modify your calendar, send those emails, share those documents, and create those tasks—all while respecting your permissions and keeping your data secure within your Azure tenant.

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The AVA Difference

AVA solves a critical challenge: How do you give your organization the power of AI while maintaining enterprise security and leveraging your existing Microsoft 365 investment?
AVA is deployed as an Azure Enterprise Application within your own Azure environment. This means:
  • All data processing happens in your tenant
  • No data is sent to external SaaS providers
  • You maintain complete control over your information
  • Compliance requirements are easier to meet
AVA leverages Microsoft Entra ID (formerly Azure AD) for authentication:
  • Users sign in with their work accounts
  • AVA operates with delegated user permissions
  • It can only access what the user can access
  • No elevated privileges or broad access required
  • Perfect for zero-trust environments
Unlike other AI platforms that require creating separate agents for each integration:
  • AVA intelligently orchestrates all connected data sources
  • Single conversation can span multiple systems
  • Context is maintained across data sources
  • Natural language interface—just ask what you need
Built specifically for Microsoft 365 enterprises:
  • Native integration with Outlook, Teams, SharePoint, OneDrive
  • Works with your existing security policies
  • Supports your organizational structure
  • Familiar Microsoft-style authentication and UX

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Three Core Capabilities

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1. AVA Chat

Your conversational AI interface for everything you need at work. What you can do:
  • Ask about your schedule: “What meetings do I have today?”
  • Query your email: “Show me emails from Sarah about the project”
  • Access files: “Find my Q4 budget spreadsheet”
  • Pull Salesforce data: “What opportunities are closing this month?”
  • Check Jira: “Show me my open issues”
  • Query GitHub: “What pull requests are waiting for my review?”
How it works: Use the @ mention system to reference any connected data source. AVA understands context and can combine information from multiple sources in a single response. Example conversation: 
You: @Calendar what's on my schedule today?
AVA: You have 3 meetings: Team standup at 9am, Client call at 11am...

You: @Salesforce check status of opportunities discussed in that client call
AVA: Looking at your calendar, the 11am meeting is with Acme Corp.
     In Salesforce, you have 2 open opportunities with Acme Corp...

You: Draft an email to follow up
AVA: [Generates email draft using context from both systems]
Learn more about AVA Chat →

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2. AVA Tasks

Multi-step workflow automation with intelligent orchestration. What you can do:
  • Create multi-step processes with individual instructions
  • Add documents from your OneDrive or SharePoint for context
  • Use the SuperPrompt toggle for enhanced AI guidance
  • Save successful workflows as templates
  • Share task templates with your team
Use cases:
  • Document analysis workflows
  • Research and synthesis projects
  • Content creation pipelines
  • Data transformation tasks
  • Report generation
Example task: 
Task: Quarterly Business Review Preparation

Step 1: Review financial data
  - Pull Q4 financials from [uploaded Excel file]
  - Summarize key metrics

Step 2: Analyze pipeline
  - @Salesforce get all opportunities closing next quarter
  - Identify top 10 by value

Step 3: Create presentation
  - Generate PowerPoint with findings
  - Export to workspace
Learn more about AVA Tasks → RAG-powered search across your SharePoint documents and knowledge bases. What you can do:
  • Search multiple document libraries simultaneously
  • Query specific “corpora” (collections of related documents)
  • Create custom corpora from SharePoint sites
  • Configure automatic syncing
  • Extract specific fields from documents
Perfect for:
  • Contract management (search all contracts)
  • HR policy questions (query employee handbooks)
  • Technical documentation (find specific procedures)
  • Customer service (search support documentation)
  • Legal research (query legal documents)
How it works: Instead of keyword search, Knowledge Search uses semantic understanding to find relevant information across all your documents, even if they don’t contain your exact search terms. Example: 
Using: @Contracts Demo corpus

You: Find all contracts with early termination clauses

AVA: I found 12 contracts with early termination provisions:
     1. Acme Corp - 30 day notice required...
     2. TechStart LLC - 60 day notice with fee...
     [Provides summaries with source citations]
Learn more about Knowledge Search →

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The Workspace

AVA’s right-side panel is like having a second screen for your AI work—similar to artifacts in other AI tools, but integrated with your Microsoft 365 environment.

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Three Workspace Tabs:

Learn more about Workspace →

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Connected Data Sources (MCP Integration)

AVA uses the Model Context Protocol (MCP) to integrate with your business systems. Once connected, you can access data using simple @ mentions.

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Currently Supported:

Microsoft 365 Apps

  • Outlook (Mail & Calendar)
  • OneDrive (Files & Folders)
  • SharePoint (Sites & Lists)
  • Teams (Messages & Meetings)
  • To Do (Tasks & Lists)

Salesforce

  • Opportunities
  • Leads
  • Cases
  • Accounts
  • Contacts
  • Custom Objects

Jira

  • Issues
  • Projects
  • Boards
  • Sprints
  • Comments

GitHub

  • Repositories
  • Pull Requests
  • Issues
  • Code Search
  • Commit History

NetSuite

  • Business Records
  • Transactions
  • Custom Records

Microsoft Security

  • Defender Alerts
  • Security Incidents
  • Threat Intelligence

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Global Features Available Everywhere

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Prompt Library

Create and share custom prompts across your organization:
  • Create: Build prompts with instructions and connected data references
  • Filter: By connected data sources, file types, or teams
  • Share: With individuals, teams, or Microsoft 365 groups
  • Organize: Personal prompts vs team prompts
Example prompt: 
Name: "Weekly Pipeline Review"
Connected Data: @Salesforce
File Types: Excel

Prompt: "Review all opportunities closing this week.
        Create a summary table with: Company, Value,
        Close Date, and Risk Level. Export to Excel."

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Model Selection

Choose the right AI model for your task:
  • Azure OpenAI: GPT-4, GPT-4 Turbo, GPT-3.5
  • AWS Bedrock: Claude Sonnet, Claude Opus
  • Google Vertex: Gemini Pro, PaLM
Each model has different strengths—select based on:
  • Complexity of the task
  • Speed requirements
  • Cost considerations
  • Context window needs

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Custom Instructions

Personalize how AVA works for you: 
Example custom instructions:

"I'm a sales manager at a SaaS company. When analyzing
opportunities, always include ARR, sales cycle length,
and competitive threats. Format financial data in tables.
My working hours are 8am-5pm Pacific Time."
AVA will remember these preferences across all conversations.

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Export Capabilities

Generate Office documents from your work:

PowerPoint

From chat conversations or notes

Word

Create formatted documents

Excel

Generate spreadsheets with data

Text Files

Plain text exports

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AI That Works: Microsoft Graph API Integration

AVA leverages Microsoft Graph API to be your AI super assistant—taking real action across your Microsoft 365 environment.

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What AVA Can Do For You

  • Calendar & Meetings
  • Tasks & To Dos
  • Files & Sharing
  • Email & Communication
  • Images & Visuals
Schedule and manage your time
  • Schedule meetings with attendees
  • Find optimal meeting times
  • Create Teams meeting links
  • Update or cancel events
  • Check availability
  • Set reminders
Example: “Schedule a 30-minute meeting with Sarah and John tomorrow afternoon to discuss Q4 planning”
The possibilities are nearly endless: As Microsoft expands Graph API capabilities, AVA automatically gains new powers. No updates required—it just works.
Explore all core capabilities →

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How AVA Maintains Security

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Identity-Based Access

  • Uses Microsoft Entra ID authentication
  • Operates with delegated user permissions
  • No service accounts with elevated access
  • Each user sees only what they’re authorized to see

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Data Residency

  • All processing happens in your Azure tenant
  • Data never leaves your environment
  • You control data location and retention
  • Meets compliance requirements (GDPR, HIPAA, etc.)

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Audit & Compliance

  • All actions are logged
  • Integration with Azure Monitor
  • Telemetry and usage tracking
  • Support for compliance frameworks

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Who Uses AVA?

  • Sales Teams
  • Support Teams
  • Developers
  • Executives
  • Legal/Compliance
  • HR Teams
  • Check opportunity pipelines
  • Update CRM records
  • Draft customer emails
  • Prepare presentations
  • Schedule meetings

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Key Differentiators

FeatureTraditional AI ToolsAVA
DeploymentExternal SaaSYour Azure tenant
AuthenticationSeparate loginMicrosoft Entra ID
PermissionsAPI keys/tokensDelegated user permissions
Data AccessData sent externallyData stays in tenant
Agent CreationManual setup requiredAutomatic orchestration
Microsoft 365Basic via APIsNative integration
Security ModelTrust the vendorZero-trust compatible
CustomizationLimited to vendor optionsFull control in your tenant

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Getting Started

Ready to experience AI that works the way your organization does?
1

Sign In

Use your Microsoft work account—same credentials you use every day
2

Explore the Interface

Three panels: Session History, Chat Area, Workspace
3

Try @ Mentions

Start typing @ to see your connected data sources
4

Create a Task

Build your first multi-step workflow
5

Search Your Docs

Try Knowledge Search on a SharePoint site

Quick Start Guide

Get up and running in 5 minutes

Contact Us

Learn more about AVA

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Next Steps

How It Works

Technical architecture and design

Key Features

Complete feature overview

Use Cases

Real-world examples