Question: What are skills?
Answer: Skills in Navu 4 are AI-powered workflows that enable assistants to perform real business tasks on your website, beyond just answering questions. They can handle tasks like:
- Quote requests
- Support ticket routing
- Event signups
- Customer data access
Each skill is given access to tools that connect it to real-world processes (e.g., fetching data, notifying contacts). You define what the skill does in plain language, and the assistant executes it.
Skills make your website a gateway to automated, actionable services for visitors, turning conversations into outcomes.
You can create and customize skills in your Navu portal under Settings > Sidebar > Guide > Skills..
Question: What skills are available in Navu?
Answer: The following skills are enabled by default:
- Summarize – visitors can ask the assistant to summarize any page,
- Go to – visitors can ask the assistant to navigate to any page,
- Language – visitors can ask the assistant on change languages, or the assistant will do so automatically based on the language of the question or the browser’s default language,
- Search – visitors can ask the assistant to search.
Each of these can be disabled. In addition there are two other built-in skills that are disabled by default:
- Book a meeting – this skill must be configured to include a link to a meeting booking page (HubSpot, Calendly, etc.),
- Leave a message – this skill can be configured to define what information the assistant should collect (typically name and email) and where the message should be sent.
Lastly there are custom skills that can be used to cover almost any scenario that will help improve the visitor’s experience. These can include anything from a quote request to a opening a support ticket to finding a local location or representative. This article details how to build a custom skill.
Question: How do I know if a skill is being used?
Answer: When viewing a question on the Questions page in the Navu Portal, there is a clear indication of which skill was invoked to answer the visitor’s question.
Question: Can I get help building a Skill?
Answer: Yes. Ask our Sidebar or us at [email protected], We also have a list of partner agencies that are proficient and building out Navu skills. Ask us and we’ll put you in touch.
Question: Can a skill be made available to only a subset of visitors?
Answer: Yes. Skills can be enabled by audience meaning only visitors that fall into a specific audience have access to the skill.
Question: How do skills work from a visitor point of view, does the visitor have to know the skill exists to use it?
Answer: No. When configuring a skill, you can describe when it should be used. This allows the AI assistant to detect when a specific skill may be applicable and automatically use it.
Question: Can you provide some more detailed examples of how skills can be used?
Answer: Below are examples of how simple skills can be used to have a profound impact on visitor experience. Skills can be set up to detect when an visitor is interested in a specific topic or is looking to take a specific action. These skills can then collect any necessary information from the visitor and use that to take an action.
A simple example: Any time a visitor shows an interest in a demo, askill can be added to the assistant that will cause it to offer to navigate the visitor to a demo page.
A more sophisticated example: A skill can be added to the assistant that detects when a visitor might be interested in receiving a quote. Using this skill the assistant will request the necessary information from the visitor, package up that information and send it to a specific email address as well as communicate to the visitor what the next steps in the process will be.
