Settings

For admin users, Settings (available from the top-right account menu) is the hub for organisation-wide configuration of Ava on the web.

The section is organised into four areas:

• Applications - Connect Ava to Aforza Salesforce, other Salesforce orgs, or custom APIs so agents and tools can read and write data where permitted.
• Prompt Library - Maintain categories and prompts that field and office users run for consistent, governed tasks; includes user-facing text and the system instructions Ava follows.
• Agents - Create custom agents with their own instructions, tool access, and optional branding (icons and colours).
• Tools - Define custom tools (names, descriptions, JSON definitions, target application) that agents invoke to query or change external systems.

Together, these areas control what Ava can connect to, what it is allowed to do, and how users trigger complex workflows from chat.