Overview of Advanced Virtual Agent (Ava) functionalities
This section gives an overview of the currently available functionalities offered by Ava.
Note that this current version of Ava understands English, German, French, Spanish, Dutch, Norwegian, Swedish and Danish. Additional languages will be added in future.
Ava is able to understand utterances which are misspelled or grammatically incorrect.
For more information about Ava and Ava functionalities, see the Ava Help Center and the courses on Unit4 University4U and Docebo.
Available Advanced Virtual Agent (Ava) functionalities
The current version of Ava includes the following functionalities:
- Tasks Assistance (ERPx, ERP CR)
- Team Discussion (ERPx)
- Real-Time Help (ERPx, ERP CR)
The detailed implementation guides describe the required setup for each functionality.
Tasks Assistance
Functionality offered
- Approve/reject workflow tasks (aimed at manager / supervisor roles)
- Get the list of current tasks
- Have Ava flag important tasks and proactively push towards deadlines / due dates
Example utterances to trigger Task Assistance
- Tasks
- Show me my tasks
- I want to approve travel requests
- Any invoices to check?
- Are there any purchase orders to approve?
Ava task notifications
Ava's Tasks Assistance notifies the user about:
| Approval Tasks | Notification frequency | Number of tasks per notification | Examples |
|---|---|---|---|
| Important | immediate | one | You have a requisition task currently awaiting action. It is marked as important. |
| Close due date | checked every 30 minutes (24 hours before due date) | one | You have a requisition task currently awaiting action. Please be aware that its time limit is within the next 24 hours. |
| Escalated | checked every 30 minutes (automatic); immediate (manual) | one to many (automatic); one (manual) | Automatic: This is a notification message about an automatic escalation from {origUser}. You have the following requisition task |
| Forwarded | checked every 30 minutes | one | This is a notification about a forwarded task to you from Jane Doe, with the following comment: please check the requested amounts. |
| New | checked every 30 minutes | one | There is one requisition task for you. |
| Reminders | checked every 30 minutes | one to many | This is a reminder. You have the following 5 requisition tasks. |
| As substitute of another user | checked every 30 minutes | one to many | As the substitute of Jane Doe, this is a notification for you. You have the following 5 requisition tasks. |
| Non-Approval Tasks | Notification type | Number of tasks per notification | Examples |
|---|---|---|---|
| Rejected | immediate | one to many | You have a requisition task regarding office supplies, with the following comment: "please check the provider" from Jane Doe. To correct this task, you can go to Unit4 ERP. |
To receive these notifications, alerts must be configured in the Alert setup (TWF031) window of Unit4 ERP. Important approval tasks can also be configured in the Element types (TWF032) window. Due dates can be configured in different ways. For more details on setting up alerts, importance levels and due dates, refer to Reference Manual- Workflow.
Team Discussion
Functionality offered
- Easily set up discussions about tasks with colleagues in Microsoft Teams, directly from Unit4 ERPx.
- Ava automatically archives discussions for future reference.
How to use Team Discussion
Team Discussion is available through the Discuss button which is shown in certain Unit4 ERPx windows.
Archival of team discussions
A team discussion is archived when it has been inactive for seven days. Ava will notify participants two days before a discussion is archived. In order to postpone archival, continue the discussion as normal and Ava will restart the seven-day-inactivity countdown. Team discussions are archived as PDF attachments to the item they were created from and stored in Document archive in ERPx.
Find out more about team discussions
See the Ava Help Center.
Real-Time Help
Functionality offered
- Ava provides contextual guidance and instant answers to questions on ERPx and ERP CR, based on the latest content from the Unit4 Online Help.
How to use Real-Time Help
To use Real-Time Help, users type their questions directly into Ava's chat interface in Microsoft Teams. Ava analyzes the query and returns the most relevant information from the Unit4 Online Help. Ava can answer questions on a wide range of topics, including functionality, concepts, and processes. For example:
- What is payroll confirmation?
- What are value reference rates?
- How do I create a customer transaction in ERPx?
Setup
Real-Time Help is enabled by deafult in the Ava app. No functionality-specific setup is required by customers or admin.
Important information
Message limit: Real-Time Help has a token limit for messages per month per tenant. If a tenant exceeds 42 000 000 tokens in a month (approximately 15000 - 16000 questions), Ava will return a message informing the user, and they cannot submit more questions to Real-Time Help. They can open a ticket with Unit4 Support to request an increase to this limit. Note that this limit applies only to Real-Time Help and does not affect other Ava functionalities.
Sources: Ava's responses include links to the source documentation where applicable.
Accuracy: Although Ava's responses are based on the latest documentation, the responses are AI-generated and are clearly labeled as such. AI-generated content may not always be accurate. Users should always verify critical information before taking action. Users should review Ava's responses carefully and consult official documentation.
Find out more about Real-Time Help
See the Ava Help Center.
Using Ava with Extension Kit
You can connect Extension Kit to Ava to enable two types of interactions:
- Send notifications to users through Ava using the steps outlined in Digital Assistant Push Text - Extension Kit.
- Send questions to users through Ava using the steps outlined in Digital Assistant Question - Extension Kit.