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.
Available Advanced Virtual Agent (Ava) functionalities
The current version of Ava includes the following functionalities:
- Tasks Assistance (ERPx, ERP CR)
- Team Discussion (ERPx)
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 the team discussion function
The team discussion function 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.