Automated Initial Training is a streamlined onboarding feature that helps you quickly set up Ava with your company and product information. Instead of manually answering questions, Ava automatically researches your company and presents you with suggested information to review and refine.
What to Expect
When you begin Automated Initial Training, you'll go through four main steps:
Login with Salesforce - Login with Salesforce to connect Ava to your Salesforce production organization so she can begin gathering details about your company.
Connect your Calendar - Connect your calendar so Ava can start gathering details about your upcoming meetings.
Review company details - Review and edit suggested company information.
Check product lines - Review and refine suggested product information.
The entire process typically takes 5-15 minutes, depending on how many products you have and how much you want to refine the suggestions.
Step-by-Step Workflow
Step 1: Login with Salesforce
Login with Salesforce so Ava knows your organization, and the Opportunities and Accounts you are associated with.
What You'll Do:
Accept Vivun’s terms of service and privacy policy.
Login with Salesforce.
Step 2: Connect Your Calendar
Before reviewing company information, you'll connect your calendar. This step ensures Ava can connect with your calendar to start gathering meeting details.
Note: This step is optional but highly recommended.
Step 3: Review Company Details
After logging in and connecting your calendar, you'll see the company details review step. At this point, Ava has already started researching your company in the background.
What You'll See
While Research is Processing:
A loading screen with the message: "Processing your company details to update information. This may take a few moments.”
After Research Completes:
A form with three fields:
Company: Your company name (pre-filled with suggestion).
Website: Your company website URL (pre-filled with suggestion).
Company Description: A summary of your company (pre-filled with suggestion, includes source citations).
Discovered Product Lines section: Ava presents suggested information about your products that you will review further in step 4.
Actions to Take
Review the suggestions for your Company and Product Lines: All fields are pre-filled with information Ava found about your company, denoted with a “Suggested” label.
Edit any field: Click on any field to edit.
Add Product Lines: Click + to add additional Product Lines.
Note: You'll be able to fully review and edit Product Lines in the next step.Check citations: For the company description, you can see where the information came from.
Restart research: If the company name or website is incorrect, you can click Restart research to begin again with new information.
Tips for This Step
Verify the company name: Make sure it matches how you want Ava to refer to your company.
Check the website URL: Ensure it's correct and includes the full URL
For example, https://www.example.com.
Review the description: Read through the suggested description and edit it to match your company's actual positioning and offerings.
Use citations: Click on citations to see where information came from, which helps verify accuracy.
Common Scenarios
Scenario 1: Everything looks correct
Simply review the information and click Confirm & Continue to proceed.
Scenario 2: Company name needs correction
Edit the company name field.
If the website also needs updating, edit that too.
Click Restart research if you want Ava to research the company again with the new information.
Scenario 3: Description needs significant editing
Click on the Description field to edit.
You can replace the entire description or modify specific sections.
Citations will be removed when you edit, but you can add your own information.
Scenario 4: Website URL is wrong
Edit the website field with the correct URL.
Click Restart research to have Ava research the company again with the correct website.
Step 4: Check Product Lines
After reviewing company details, you'll move to the product lines review step. Here, Ava presents suggested information about your products.
What You'll See
If No Products Were Found:
An empty state with the message: "Now let's add your product lines" appears.
An option to add your first product manually.
A note that you can always refine products later.
If Products Were Found:
A tabbed interface with one tab per product.
Each product tab shows:
Product Name: The name of the product.
Capabilities: Key features and capabilities (with citations).
Use Cases: How customers use the product (with citations).
Competitors: Competitive information (with citations).
Actions to Take
Navigate between products: Click on product tabs to switch between different products.
Review each product: Read through the suggested information for each product.
Edit product information: Click on any field to edit.
Add products: Click Add product line to add products that weren't automatically identified.
Remove products: Remove products that don't apply to your company by clicking Remove this product line.
Check citations: Review source citations to verify where information came from.
Tips for This Step
Review all products: Make sure to check each product tab, even if you have many products.
Verify product names: Ensure product names match your internal naming conventions.
Refine summaries: Product summaries should accurately represent what each product does.
Check capabilities: Verify that listed capabilities match your actual product features.
Review use cases: Ensure use cases reflect how customers actually use your products.
Update competitors: Add or remove competitors as needed to reflect your competitive landscape.
Add missing products: If important products weren't identified, add them manually.
Product Form Fields Explained
Product Name (Required)
The official name of your product.
Should match how you refer to it in sales and marketing materials.
Description (Optional, with citations)
A high-level overview of what the product does.
Typically 2-4 sentences.
May include citations showing where the information came from.
Capabilities (Optional, with citations)
Key features and functionality of the product.
What the product can do for customers.
May include citations.
Use Cases (Optional, with citations)
How customers use the product to solve problems.
Real-world scenarios and applications.
May include citations.
Competitors (Optional, with citations)
Competing products or solutions.
How your product compares.
May include citations.
Common Scenarios
Scenario 1: All products look good
Review each product tab.
Make any minor edits needed.
Click Confirm & Continue when done.
Scenario 2: Need to add a product
Click Add product line
Fill in the product name (required).
Optionally add summary, capabilities, use cases, and competitors.
The new product appears as a new tab.
Scenario 3: Need to remove a product
Navigate to the product tab.
Click Remove this product line.
The product tab disappears.
Scenario 4: Product information needs significant editing
Click on the fields you want to edit.
Replace or modify the suggested content.
Note that editing will remove citations, but you can add your own information.
Scenario 5: Multiple products need review
Use the tabs to navigate between products.
Review and edit each product one at a time.
You can mark products as "reviewed" as you go (this happens automatically when you move to the next product).
Step 5: Confirmation and Completion
After reviewing all product lines, you'll see a confirmation screen.
What You'll See
A message: "All set! Let’s get to work."
A note that you can update information at any time in Training.
A Get started button.
What Happens Next
When you click Get started:
Your reviewed information is saved to Ava's memory, and Ava begins processing and refining the information in the background.
You're taken to the Homepage.
You can start using Ava right away.
After Completion
You can always return to update or expand on this information:
Use Product Training: Go to Training to have conversations with Ava about your company and products.
Update information: Tell Ava about changes, new products, or additional details.
Refine details: Expand on capabilities, use cases, or competitive information.
Next Steps
After completing Automated Initial Training:
Explore Ava: Try asking Ava questions about your company and products.
Continue Training: Use Training to add more details, update information, or train on specific topics.
Train Your Team: Share the Product Training experience with your team so they can contribute to Ava's knowledge.
For more information about ongoing training, see How to Train Your AI Sales Teammate.
Best Practices
During Review
Take your time: While the process is designed to be quick, don't rush through reviews.
Verify accuracy: Check that all information accurately represents your company and products.
Check citations: Review source citations to understand where information came from.
Be thorough: Review all products, even if you have many.
Edit freely: Don't hesitate to modify, add, or remove information.
After Completion
Test Ava: Try asking Ava questions about your company and products to see how well it learned.
Use Training: Continue training Ava through Training for ongoing updates.
Update regularly: As your company evolves, use Training to keep Ava's knowledge current.
Refine over time: You don't need to get everything perfect during initial training—you can always refine later.
Troubleshooting
Research is taking too long
Research typically takes 1-3 minutes.
If it's been more than 5 minutes, try refreshing the page.
If the problem persists, you can proceed with manual entry and use Product Training later.
Information seems incorrect
Edit the fields directly to correct information.
If the company name or website is wrong, use Restart research to begin again.
You can always refine information later in Training.
Missing products
Click Add product line to add products manually.
Fill in as much information as you can.
You can expand on product details later in Training.
Can't proceed to next step
Make sure all required fields are filled.
Check that you've reviewed all product tabs if products were found.
Try refreshing the page if you encounter errors.
Want to start over
You can edit any information at any time during the review process.
After completion, use Training to make updates.
Contact support if you need to reset your onboarding entirely.
Frequently Asked Questions
Q: How accurate is the automated research?
A: The research is comprehensive and draws from multiple sources, but you should always review and verify the information. The suggestions are a starting point that you refine to match your company's actual offerings.
Q: Can I skip Automated Initial Training?
A: Automated Initial Training is part of the onboarding process for new organizations. However, you can proceed quickly through the steps and refine information later using Training.
Q: What if I don't have a website?
A: You'll need to provide a website URL to use Automated Initial Training. If you don't have a public website, you can enter a placeholder and add detailed information manually or through Training.
Q: Can I add more products later?
A: Yes! After completing Automated Initial Training, you can use Training to add new products, update existing ones, or expand on any information.
Q: What happens to the information I review?
A: When you complete the onboarding workflow, your reviewed information is saved to Ava's memory. Ava uses this information to answer questions and provide insights about your company and products.
Q: Can I change information after completing onboarding?
A: Absolutely. Use Training to update any information, add new products, or refine existing details at any time.
Q: How long does the research take?
A: Research typically takes 1-3 minutes. You'll see a loading state while research is in progress.
Q: What if the research doesn't find my products?
A: You can manually add products using the Add product line button. You can also expand on product details later using Product Training.