Welcome to the Ava Implementation Guide
This guide covers the setup required in Unit4 products to use Unit4 Advanced Virtual Agent (Ava). It is aimed at implementation consultants (Professional Services) and system administrator level staff who are responsible for configuring and maintaining an installation.
What you can find in this guide
- Introduction: An overview of Ava and the quick start steps to get Ava running for a customer.
- Ava functionalities: Implementation guidance for the generally available functionalities of Ava.
- Unit4 setup: Technical setup steps performed on the Unit4 side, such as Unit4 Identity Services (U4IDS) configuration and notifications setup.
- ERPx setup: Setup considerations, access setup, and end user setup for customers running Unit4 ERPx.
- ERP CR setup: Setup considerations, access setup, and end user setup for customers running Unit4 ERP CR.
- Diagnostics: Guidance for diagnosing issues affecting users or the connection to Unit4 ERP.
- Early adopters: Implementation and end-user documentation for functionalities available to selected customers before general availability.
Ava functionalities at a glance
The following table lists the functionalities currently available in Ava, the products they support, and their availability status.
Generally available functionalities are ready for production use. Early-adopter functionalities are available to selected customers before general availability and may change as they are developed further. For details, see Ava functionalities overview and Early-adopter functionalities overview.
| Functionality | Supported products | Availability | Description |
|---|---|---|---|
| Task Assistance | Unit4 ERPx, Unit4 ERP CR | Generally available | Lets managers approve, reject, and view workflow tasks, and keeps employees informed about the status of their requests. |
| Team Discussion | Unit4 ERPx | Generally available | Opens discussion channels in Microsoft Teams from Unit4 ERPx windows so users can discuss tasks with colleagues. |
| Real-Time Help | Unit4 ERPx, Unit4 ERP CR, Unit4 FP&A | Generally available | Provides contextual guidance and instant answers to questions based on the latest Unit4 Online Help content. |
| Extension Kit flows | Unit4 ERPx, Unit4 ERP CR | Generally available | Lets Extension Kit send notifications and questions to users through Ava. |
| Employee Assistance | Unit4 ERPx | Early adopter | Lets employees manage HR-related tasks, such as requesting and updating absences and checking balances. |
| Payslip Assistance | Unit4 ERPx | Early adopter | Lets employees retrieve payslip data, understand salary components, compare periods, and download payslip documents. |
| Time Tracking Assistance | Unit4 ERPx | Early adopter | Drafts time entries from available activity data for employees to review, edit, and submit. |
Where to start
- New to Ava? See the Quick start for the steps to enable and configure Ava for a customer.
- Setting up a specific functionality? See the Ava functionalities overview and its detailed pages.
- Troubleshooting an issue? See the Diagnostics section.
Further information
- To find the end-user help, go to the Ava Help Center.
- For more guidance and information, go to the courses on Unit4 University4U and Docebo.