What goes on the agenda
Reminders and follow-ups you ask for
Ask in the chat panel or by email:- “Remind me on Friday to chase the Acme proposal”
- “Check back next week on how the healthcare search is doing”
- “Remind me next month to review our pricing page”
Things you promise Alva
When you tell Alva you’ll do something — “I’ll send you the price list next week” — Alva notes it and follows up once, shortly after the date you gave. If you didn’t give a date, it checks in a couple of working days later.Your first two weeks
When your account is new, Alva runs your onboarding by email over the first two weeks, one step at a time:- A welcome, a short guide to what it can and can’t do, and up to three questions about anything it doesn’t already know about your business
- Your master strategy document, written from your answers
- A proposal for your first Search Agent
- A check that you have a mailbox that can send outreach
- A first outreach sequence for your approval
- One conversation about budget before your starter credit runs out, with a link to add a card and set up auto top-up
Reviews of agents it’s set running
Where reviews are switched on for your account, Alva puts a review on its agenda whenever a Search Agent or BDR agent is switched on — whether you did it in the app or through Alva:- Search Agents are reviewed a day after they start, then weekly.
- BDR agents are reviewed a week after they start, then fortnightly.
- New outreach mailboxes are checked once they’re ready to send, with an offer of a signature and, if nothing is sending from them yet, a BDR agent.
The weekly business development report
Where it’s switched on for your account, Alva emails the account owner a weekly business development report:- Headline numbers first — pipeline, outreach and discovery for the week.
- Up to three numbered recommendations. Reply “yes to #2” and Alva carries out that one.
- The outreach report PDF for the last seven days, attached. See Documents.
On new accounts, the agenda starts with onboarding, reminders and follow-ups. The weekly report and agent reviews aren’t switched on for every account — ask Alva “is the weekly report on?” and it will tell you.
What Alva will and won’t do on its own
When Alva works through its agenda, it can read, analyse, draft and propose. Within an item it’s been asked to handle, it can also carry out routine steps. It never:- switches on, resumes or restarts a Search Agent or BDR agent itself
- raises a limit or a budget itself
- does anything that spends money, contacts people outside your company or deletes something without your yes
Seeing and managing the agenda
Ask Alva “what’s on your agenda?” for a quick summary, or go to Settings → Alva Agenda:- Open items lists everything that’s scheduled, with its status, next review, deadline and how many times Alva has worked on it. Click an item to see its brief, the latest outcome and a log of every run.
- From an item you can change its next review, deadline or how often it repeats, then click Save schedule. You can also Mark done or Cancel item.
- Finished shows items that are done, cancelled or paused.
Limits
The Limits card sets how much credit Alva’s scheduled work may use, and how Alva keeps you informed. Admins can change them.
When the daily cap is reached, or your credit runs low, Alva’s scheduled work pauses and tries again later. You get one email about it, not a daily reminder.