> ## 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.

# AVA Chat

> Conversational AI with connected data access via @ mentions

## 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.

<CardGroup cols={2}>
  <Card title="Natural Conversations" icon="comments">
    Chat naturally with AVA like you would with a colleague
  </Card>

  <Card title="@ Mention System" icon="at">
    Type @ to instantly access any connected data source
  </Card>

  <Card title="Multi-Source Context" icon="network-wired">
    Combine information from multiple systems in one response
  </Card>

  <Card title="Session History" icon="clock">
    Access all your past conversations with full context
  </Card>
</CardGroup>

## The @ Mention System

### How It Works

Start typing `@` in any message and AVA shows you available data sources:

<Frame>
  <img src="https://mintcdn.com/datarm-f2ac79a7/n2Nz2DN6c6pEyarO/images/chat/connected-data-usage.png?fit=max&auto=format&n=n2Nz2DN6c6pEyarO&q=85&s=ef9ef8b55eea58e65661a2f0fcb452a8" alt="Chat showing @Contracts Demo mention with connected data context" width="318" height="234" data-path="images/chat/connected-data-usage.png" />
</Frame>

```
@Calendar     - Microsoft Calendar
@Mail         - Outlook Email
@Files        - OneDrive & SharePoint
@Salesforce   - CRM Data
@Jira         - Issues & Projects
@GitHub       - Repositories & Code
@Teams        - Teams Messages
@Security     - Microsoft Defender
```

### Example Conversations

<Tabs>
  <Tab title="Sales 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 opportunity

    **AVA**: 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 call

    **AVA**: \[Generates personalized email using context from both systems]
  </Tab>

  <Tab title="Development Workflow">
    **You**: @Jira show my open issues

    **AVA**: You have 5 open issues:

    1. FE-123: Fix login button styling (In Progress)
    2. BE-456: API response timeout (To Do)
    3. FE-789: Add dark mode toggle (In Review)
       ...

    **You**: @GitHub show PR status for FE-789

    **AVA**: PR #234 for dark mode toggle:

    * Status: Open, awaiting review
    * 2 approvals required, 1 received
    * All checks passing
    * Reviewer: @john-smith requested changes yesterday

    **You**: What changes did John request?

    **AVA**: \[Shows review comments with context]
  </Tab>

  <Tab title="Executive Workflow">
    **You**: @Calendar summarize my week

    **AVA**: This week you had 18 meetings across 5 days:

    * 6 customer meetings
    * 4 internal team meetings
    * 3 board prep sessions
    * 5 1:1s with direct reports

    **You**: Access the recorded board prep meetings and create talking points

    **AVA**: \[Lists meetings] Would you like me to:

    1. Summarize key discussion points
    2. Extract action items
    3. Create board presentation outline

    **You**: All three, and export to PowerPoint

    **AVA**: \[Processes meetings and generates presentation]
  </Tab>
</Tabs>

## Connected Data Sources

### Microsoft 365 Integration

<AccordionGroup>
  <Accordion title="@Calendar - Microsoft Calendar">
    **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"
  </Accordion>

  <Accordion title="@Mail - Outlook Email">
    **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"
  </Accordion>

  <Accordion title="@Files - OneDrive & SharePoint">
    **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"
  </Accordion>

  <Accordion title="@Teams - Microsoft Teams">
    **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"
  </Accordion>
</AccordionGroup>

### Business Applications

<Tabs>
  <Tab title="@Salesforce">
    **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)
  </Tab>

  <Tab title="@Jira">
    **Project Management:**

    * Query issues and projects
    * Check sprint status
    * Update issue status
    * Link issues

    **Common Queries:**

    * "Show my open issues"
    * "What's in the current sprint?"
    * "Get details on issue ABC-123"
    * "Update issue XYZ-456 status to In Progress"
    * "List all bugs in the Mobile project"

    **Data You Can Access:**

    * Issues (bugs, tasks, stories)
    * Projects (project status, members)
    * Sprints (sprint contents, velocity)
    * Boards (Kanban, Scrum boards)
    * Comments and activity
  </Tab>

  <Tab title="@GitHub">
    **Code Repository Access:**

    * Search repositories
    * Check PR status
    * Review commits
    * Find issues

    **Common Queries:**

    * "Show open PRs in the main repo"
    * "Get details on PR #123"
    * "Find commits by author in the last week"
    * "Show issues labeled 'bug'"
    * "Search code for function name X"

    **Data You Can Access:**

    * Repositories (code, branches)
    * Pull Requests (status, reviews, checks)
    * Issues (bugs, feature requests)
    * Commits (history, changes, authors)
    * Code search
  </Tab>
</Tabs>

## Conversation Features

### 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]
```

### 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]
```

### 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.
```

## Session Management

### 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

### 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

## Export & Integration

### Export Options

<CardGroup cols={3}>
  <Card title="PowerPoint" icon="file-powerpoint">
    Select messages to include as slides
  </Card>

  <Card title="Word" icon="file-word">
    Generate formatted document from conversation
  </Card>

  <Card title="Excel" icon="file-excel">
    Export data tables and analysis
  </Card>
</CardGroup>

### Copy & Paste

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

## Tips & Best Practices

<AccordionGroup>
  <Accordion title="Be Specific with @ Mentions">
    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.
  </Accordion>

  <Accordion title="Combine Sources for Better Context">
    Example: "@Calendar find my meeting with Acme Corp, then @Salesforce show their account history"

    AVA can connect information across systems for comprehensive answers.
  </Accordion>

  <Accordion title="Use Follow-Up Questions">
    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"
  </Accordion>

  <Accordion title="Leverage Custom Instructions">
    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
  </Accordion>

  <Accordion title="Save Common Queries as Prompts">
    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.
  </Accordion>
</AccordionGroup>

## Common Questions

<Tabs>
  <Tab title="Data Access">
    **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.
  </Tab>

  <Tab title="Performance">
    **Q: How fast are responses?**
    A: Typically 2-10 seconds depending on:

    * Model selected (GPT-5 Nano/Mini, Flash, Haiku models faster than GPT-5 Pro/Opus models)
    * Data source query complexity
    * Amount of data to process

    **Q: Can I use AVA offline?**
    A: No, AVA requires internet connection to access connected data sources and AI models.

    **Q: Is there a message limit?**
    A: No hard limit, but very long conversations may hit model context limits (128K-1M tokens depending on model). Start a new session if needed.
  </Tab>

  <Tab title="Security">
    **Q: Who can see my conversations?**
    A: Only you, unless you explicitly share a session.

    **Q: Are conversations logged?**
    A: Yes, for audit and compliance purposes via Application Insights.

    **Q: Can admins see my chats?**
    A: Admins can access audit logs showing usage patterns, but not conversation content unless required for security/compliance investigation.
  </Tab>
</Tabs>

## Next Steps

<CardGroup cols={2}>
  <Card title="Try AVA Chat" icon="rocket" href="/quickstart">
    Get started with your first conversation
  </Card>

  <Card title="Using @ Mentions" icon="at" href="/guides/using-mentions">
    Master the @ mention system
  </Card>

  <Card title="Prompt Library" icon="book" href="/guides/prompt-library">
    Create reusable prompts
  </Card>

  <Card title="Model Selection" icon="brain" href="/guides/model-selection">
    Choose the right AI model
  </Card>
</CardGroup>