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Overview

AVA Chat is your conversational AI interface that connects to all your enterprise data sources. Using simple @ mentions, you can query Microsoft 365, Salesforce, Jira, GitHub, and other business systems—all within a single conversation.

Natural Conversations

Chat naturally with AVA like you would with a colleague

@ Mention System

Type @ to instantly access any connected data source

Multi-Source Context

Combine information from multiple systems in one response

Session History

Access all your past conversations with full context

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The @ Mention System

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How It Works

Start typing @ in any message and AVA shows you available data sources:
Chat showing @Contracts Demo mention with connected data context
@Calendar     - Microsoft Calendar
@Mail         - Outlook Email
@Files        - OneDrive & SharePoint
@Salesforce   - CRM Data
@Jira         - Issues & Projects
@GitHub       - Repositories & Code
@Teams        - Teams Messages
@Security     - Microsoft Defender

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Example Conversations

  • Sales Workflow
  • Development Workflow
  • Executive Workflow
You: @Calendar what meetings do I have today?AVA: You have 4 meetings today:
  • 9am: Team Standup
  • 11am: Client Call with Acme Corp (Sarah Johnson)
  • 2pm: Pipeline Review
  • 4pm: 1:1 with Manager
You: @Salesforce get details on the Acme Corp opportunityAVA: Acme Corp opportunity:
  • Value: $250,000 ARR
  • Stage: Proposal/Price Quote
  • Close Date: End of Q1
  • Last Activity: Proposal sent 3 days ago
  • Next Steps: Follow-up call scheduled (today’s 11am meeting)
You: Draft a follow-up email for after our callAVA: [Generates personalized email using context from both systems]

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Connected Data Sources

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Microsoft 365 Integration

What you can do:
  • Check your schedule
  • Find meetings by attendee or topic
  • See availability
  • Get meeting details and participants
Examples:
  • “What’s on my calendar tomorrow?”
  • “When is my next meeting with Sarah?”
  • “Am I free Thursday afternoon?”
  • “Show me all meetings this week about the Q4 project”
What you can do:
  • Search your inbox and sent items
  • Find emails by sender, subject, or content
  • Get email summaries
  • Draft replies
Examples:
  • “Find emails from John about the contract”
  • “Summarize my unread emails from today”
  • “Show me the last email thread with Acme Corp”
  • “Draft a follow-up email to Sarah’s question”
What you can do:
  • Search for documents
  • Access file content
  • Find files by name, type, or modified date
  • Get document summaries
Examples:
  • “Find my Q4 budget spreadsheet”
  • “Show me all PowerPoint presentations from last month”
  • “What’s in the Project Alpha folder?”
  • “Summarize the contract in the Legal folder”
What you can do:
  • Access recorded meetings
  • Search team conversations
  • Get meeting transcripts
  • Find shared files
Examples:
  • “Show me recordings from last week’s standup”
  • “What was discussed in the Q4 planning meeting?”
  • “Find the Teams conversation about the bug fix”

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Business Applications

  • @Salesforce
  • @Jira
  • @GitHub
CRM Data Access:
  • Query opportunities, leads, cases, accounts, contacts
  • Update CRM records
  • Create new records
  • Generate reports
Common Queries:
  • “Show all opportunities closing this quarter”
  • “Get details on the Acme Corp account”
  • “Find all open cases assigned to me”
  • “Create a new lead for Company X”
  • “Update opportunity ABC123 stage to Closed Won”
Data You Can Access:
  • Opportunities (pipeline, stages, values, dates)
  • Leads (new prospects, qualification status)
  • Cases (support tickets, status, resolution)
  • Accounts (company information, history)
  • Contacts (people, roles, interactions)
  • Custom objects (your org-specific data)

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Conversation Features

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Context Awareness

AVA remembers your conversation history: 
You: @Salesforce show opportunities over $100K
AVA: [Shows 10 opportunities]

You: Which of these are closing this month?
AVA: [Filters the previous list - maintains context]

You: Send me details on the top 3
AVA: [Provides details on highest value opportunities from filtered list]

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Multi-Turn Dialogues

Have natural back-and-forth conversations: 
You: I need to prepare for my client meeting tomorrow
AVA: I can help with that. Who are you meeting with?

You: Acme Corp
AVA: I found your 11am meeting with Sarah Johnson from Acme Corp.
     Would you like me to:
     1. Pull their Salesforce account history
     2. Find past email conversations
     3. Create a meeting agenda

You: All three
AVA: [Executes all three tasks and presents comprehensive prep document]

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Cross-Source Intelligence

Combine information from multiple sources: 
You: Analyze my team's productivity this sprint

AVA: [Pulling data from multiple sources...]
- @Jira: 45 issues completed (velocity: 89 points)
- @GitHub: 78 commits, 23 PRs merged
- @Calendar: 12 hours in meetings (20% of work week)
- @Mail: Average email response time: 2.3 hours

Analysis: Strong delivery sprint with good commit velocity.
Meeting time is within healthy range. Response time excellent.

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Session Management

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Session History

Access all your past conversations:
  • Organized by recency (newest first)
  • Search across all sessions
  • Filter by date or content
  • Resume any previous conversation

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Sharing Conversations

Share sessions with team members:
  1. Click “Share” button in session
  2. Select recipients (individuals or Microsoft 365 groups)
  3. Recipients get full conversation context
  4. Useful for handoffs and collaboration

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Export & Integration

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Export Options

PowerPoint

Select messages to include as slides

Word

Generate formatted document from conversation

Excel

Export data tables and analysis

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Copy & Paste

  • Copy individual messages
  • Copy entire conversation
  • Preserve formatting
  • Paste into any application

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Tips & Best Practices

Instead of: “Check my calendar” Better: “@Calendar what meetings do I have this week?”Explicitly using @ mentions helps AVA route your query to the right source faster.
Example: “@Calendar find my meeting with Acme Corp, then @Salesforce show their account history”AVA can connect information across systems for comprehensive answers.
Don’t start a new conversation for related questions. AVA maintains context.First: “Show me Q4 opportunities” Then: “Which ones are at risk?” Then: “Draft an email to the account owners”
Set up custom instructions (in settings) for consistent behavior:
  • Your role and preferences
  • How you want data formatted
  • Your working hours and timezone
  • Specific terminology your team uses
If you ask the same question regularly, save it in the Prompt Library:
  • “Weekly pipeline review”
  • “Sprint status summary”
  • “Email inbox triage”
Reuse prompts to save time.

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Common Questions

  • Data Access
  • Performance
  • Security
Q: What data can AVA access? A: Only data you can access. AVA uses your delegated permissions—if you can’t see a file in SharePoint, AVA can’t either.Q: Is my data sent to OpenAI/Anthropic? A: Your organizational data stays in your Azure tenant. Only the AI-generated responses come from external providers.Q: Can AVA modify my data? A: Only if you explicitly ask (e.g., “Update this Salesforce record”). All modifications are logged.

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Next Steps

Try AVA Chat

Get started with your first conversation

Using @ Mentions

Master the @ mention system

Prompt Library

Create reusable prompts

Model Selection

Choose the right AI model