> ## 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.

# What Alva Can Do

> A complete overview of Alva's capabilities and what to ask it.

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'"  |

Alva can filter by dates, stages, values, owners, and many other criteria. You can also chain filters naturally: "Show me deals in negotiation that are over £100k and closing this quarter."

## 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](mailto: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"         |

When drafting emails, Alva uses your company profile, products, and competitor information to write relevant, personalised content.

## 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                                                       |
| --------------------------------------- | ------------------------------------------------------------- |
| **Find local & service businesses**     | "Set up an ICP for marketing agencies in the UK"              |
| **Find funded & high-growth companies** | "Find Series B fintechs in London"                            |
| **Find people by role**                 | "Find me CISOs at UK fintechs and get their emails"           |
| **Set up enrichment targeting**         | "Enrich these companies looking for their heads of marketing" |
| **Check Search Agent 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"            |

Alva picks the right kind of [Search Agent](/discovery/creating-a-discovery-profile) for what you ask: an **area-based** company search, a **firmographic** ([funded & high-growth](/discovery/company-intelligence)) company search, or a [**people search**](/discovery/people-search) by role. When a request could mean more than one, it asks a quick clarifying question first.

When creating a company search, Alva discusses feasibility with you — whether the geography and description make sense, and how many results to expect. It never switches on deeper [Tier 2 contact sourcing](/discovery/enrichment-profiles#tier-2-contact-search) (or mobile-number reveal) unless you explicitly ask, so you stay in control of spend.

## AI BDR agents

Alva can set up and manage autonomous outreach agents in both **Template** and **Personalised** modes:

| Capability                     | Example                                                            |
| ------------------------------ | ------------------------------------------------------------------ |
| **Create Template agents**     | "Create a BDR agent targeting my healthcare ICP"                   |
| **Create Personalised agents** | "Set up a Personalised BDR agent for my healthcare ICP"            |
| **Build a playbook**           | "Add an offer about our compliance tooling and keep the tone warm" |
| **Preview outreach**           | "Show me what it would send to a few companies"                    |
| **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"                            |

<Note>
  **Alva is the recommended way to set up a [Personalised](/bdr-agents/personalised-outreach) agent.** It's fully briefed on the correct configuration — it builds the playbook with you, runs non-sending previews so you can see the copy first, and only lets the agent go live once the activation checklist passes. Building a Personalised agent from scratch in the UI isn't encouraged; small tweaks there afterwards are fine.
</Note>

If you just say "set up a BDR agent", Alva asks whether you want **Template** or **Personalised** before doing anything — it won't guess.

See [How BDR agents work](/bdr-agents/overview) and [Setting Up Your First Agent](/bdr-agents/setting-up-your-first-agent) for full guidance.

## 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](/getting-started/account-setup).

### 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.