Documentation Index
Fetch the complete documentation index at: https://docs.alvahq.com/llms.txt
Use this file to discover all available pages before exploring further.
Alva can read, create, update, and analyse your CRM data across every area of the platform. Here’s a full breakdown of everything Alva can do, organised by category.
Query and search
Alva can find and display data across your entire CRM:
| Capability | Example |
|---|
| Count records | ”How many open deals do I have?” |
| Search companies | ”Find companies in the healthcare industry” |
| Search contacts | ”Who’s the main contact at Acme Corp?” |
| Search deals | ”Show me deals over £50k in negotiation” |
| Search activities | ”What meetings happened this week?” |
| List pipeline stages | ”What stages are in my pipeline?” |
| Full-text search | ”Search everything for ‘pricing proposal’” |
Create and update records
Alva can create and modify records directly from the chat:
| Capability | Example |
|---|
| Create companies | ”Add a company called Acme Corp, healthcare, based in London” |
| Create contacts | ”Create a contact: Sarah Jones, CTO at Acme Corp, sarah@acme.com” |
| Create deals | ”Create a £200k deal with Acme, qualification stage” |
| Update deals | ”Move the Acme deal to proposal stage” |
| Log activities | ”Log a call with Sarah — discussed implementation timeline” |
| Update records | ”Update Acme Corp’s industry to ‘HealthTech‘“ |
Email
Alva can draft and manage emails:
| Capability | Example |
|---|
| Draft emails | ”Draft an email to Sarah about the contract renewal” |
| Edit drafts | ”Make the tone more formal and add a section about pricing” |
| View drafts | ”Show me my pending email drafts” |
| Create templates | ”Create an email template for introductory outreach” |
| Generate variants | ”Generate 3 variants of this template with different approaches” |
| List templates | ”Show me all email templates in the Cold Outreach group” |
Analytics and insights
Alva can analyse your pipeline and produce reports:
| Capability | Example |
|---|
| Win/loss analysis | ”What’s my win rate this quarter?” |
| Pipeline velocity | ”How fast are deals moving through the pipeline?” |
| Top performers | ”Who’s closed the most deals this month?” |
| Deal health | ”Which deals are at risk?” |
| Methodology gaps | ”Which deals have incomplete MEDDPICC?” |
| Trend analysis | ”How does this quarter compare to last quarter?” |
Discovery and prospecting
Alva can help you find new business:
| Capability | Example |
|---|
| Create discovery profiles | ”Set up an ICP for marketing agencies in the UK” |
| Check profile status | ”How is my healthcare Search Agent doing?” |
| Import discovered companies | ”Import the top 10 approved companies into my CRM” |
| Bulk import | ”Import all approved companies from my London ICP” |
AI BDR agents
Alva can set up and manage autonomous outreach agents:
| Capability | Example |
|---|
| Create agents | ”Create a BDR agent targeting my healthcare ICP” |
| List agents | ”Show me all my BDR agents and their status” |
| View agent details | ”How is the Healthcare Prospector agent performing?” |
| Manage agents | ”Pause the Healthcare Prospector agent” |
Strategy and context
Alva can work with your business context:
| Capability | Example |
|---|
| Read strategy documents | ”What does our go-to-market strategy say about the mid-market?” |
| Create strategy documents | ”Help me write a competitive positioning document” |
| Suggest strategy updates | ”Based on our pipeline data, should we update our ICP?” |
| Update strategy | ”Update the target market section to include healthcare” |
Navigation
Alva can take you directly to any page in the app:
| Capability | Example |
|---|
| Navigate to pages | ”Take me to deals” |
| Open specific records | ”Go to Acme Corp” |
| Open settings | ”Open billing settings” |
CSV import
Alva can import data from CSV files:
| Capability | Example |
|---|
| Import companies | ”Import companies from this CSV” (paste CSV data into the chat) |
| Map fields | Alva will suggest field mappings based on your column headers |
Commitments
Alva can help you manage your action items:
| Capability | Example |
|---|
| Create commitments | ”Remind me to send the proposal to Sarah by Friday” |
| List commitments | ”What commitments are overdue?” |
| Complete commitments | ”Mark the Acme proposal commitment as done” |
Proactive features
Alva doesn’t just respond — it also works proactively in the background:
Growth ideas
For C-suite users and founders, Alva generates growth ideas by analysing your business context, strategy documents, pipeline data, and market position. These are shared naturally in conversation — Alva will mention it has ideas when you start a chat.
Background health scoring
Alva continuously analyses every deal and updates health scores automatically. You never need to ask — the scores are always current on deal cards and detail pages.
Risk notifications
When Alva detects a risk in your pipeline (a deal going dark, a health score dropping, a prospect going quiet), it sends a notification to your notification centre.
Capability gap tracking
If you ask Alva to do something it can’t yet do, it logs that as a capability gap. This helps the product team understand what features to build next. You don’t need to do anything — it happens automatically.
