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Connecting Navu’s Contact Form To Your CRM
The form on the Contact tab of the Navu Sidebar can be configured to push the form details into a CRM. To enable this for HubSpot and Salesforce enable the HubSpot integration or the Salesforce integration. Enabling these automatically creates a corresponding form in these CRMs to capture the form ... Read more
Navu Integration for Zendesk
Overview Navu’s integration with Zendesk allows Navu to ingest Zendesk Help Center content and add it to the training set for your site’s AI. In addition, AI responses, when appropriate, will cite the underlying Help Center support page, allowing visitors to click through directly to the support articles related to ... Read more
Adding Additional Fields to the Sidebar Contact Tab
The Sidebar Contact tab contains three fields by default. These are Name, Email and Message. If Navu is integrated with HubSpot or Salesforce, these fields are automatically added to the contact record when a visitor fills in the form. To add additional fields to this form, in the Navu portal, ... Read more
Navu Integration for Microsoft Teams
Overview Navu’s integration with Microsoft Teams enables Navu to establish a live chat conversations between a website visitor and a designated Teams channel. Setup This details how to install the Microsoft Teams integration. This is a prerequisite to setting up live chat. The full live chat setup instructions can be ... Read more
Guide/Sidebar – Integrations FAQ
CRM Integrations Question: What CRMs does Navu integrate with?Answer: Navu integrates with HubSpot, Salesforce and Marketo with Microsoft Dynamics coming soon. These integrations include direct communication with the CRM itself that allow Navu to augment CRM data with visitor journey and chat conversation information. They also include the ability to ... Read more
Guide/Sidebar – Styling and Behavior FAQ
Question: Can I change the styling of the Navu sidebar?Answer: Yes. You can style almost everything about the sidebar using standard CSS. We will soon also allow your web designers to place the Navu sidebar in any container they want within your site. But this is usually not necessary for ... Read more
Guide/Sidebar – Customer and Competitor FAQ
Reference customer questionsQuestion: Are there other websites using Navu that I can look at?Answer: Sure! Here are a few examples of sites using Navu’s sidebar: https://www.monarchtractor.com/, https://www.recovr.biz/, https://vendedigital.com/. Question: Is Navu or the Navu Sidebar live on any websites? Do you have reference customers?Answer: Yes. Here are some examples of ... Read more
Guide/Sidebar – AI Training FAQ
In the following questions, references to “this” mean that the person is asking about Navu’s sidebar and, particularly, the conversation they are having with the AI chatbot. Question: How is the ai chatbot trained on my site?Answer: Navu’s AI chatbot trains on your site content by indexing all your site ... Read more
Setting Up Live Chat with Slack or Microsoft Teams
Navu can establish a live chat conversation between a website visitor and a designated Slack or Teams channel. This document provides the instructions on how to set up live chat. Prerequisite Set up either a Slack or Microsoft Teams integration with Navu. Live Chat Setup Once you have set up ... Read more
Release Notes: New AI Options, Reliable Results
We’re excited to introduce Navu 3.5, bringing a major update to our AI capabilities! This release introduces dual AI provider support, enhanced indexing efficiency, and improved response reliability. Dual AI Provider Support: OpenAI & Google Starting with Navu 3.5, we now support both OpenAI (via Assistants API) and Google (via ... Read more
Release Notes: Question Collections, Stylish Search
The releases keep coming here at Navu, and our latest one has a lot of customer-centric updates we’re sure you’re going to love. Navu 3.4 makes it easier than ever to track questions, deliver targeted guidance, and customize your search experience. Give it a try and let us know what ... Read more
Release Notes: Content, Control and Clarity
We’re excited to introduce the latest updates in our 3.3 release! This update brings a brand new Content Page, enhancements to indexing, AI training improvements, and better ways to interact with your site data. Let’s dive into what’s new. Content Comes First Our new Content Page in the portal gives ... Read more
Training the Guide AI on New Content: A Practical example
The Navu Portal is a great place to review the conversations had by visitors on your website. Analyzing these conversations can often make it clear where there may be gaps in the content on which your guide is trained. The best practice to improve the Guide AI’s answers is to ... Read more
Release Notes: Sidebar Adds Search
The purpose of the Navu Sidebar is to help website visitors — especially those on a buyer journey. The AI guide in the sidebar is brilliant at answering difficult questions the visitor may have. But sometimes the visitor is looking for a specific document on the site. This is where a traditional site ... Read more
Navu AI Guardrails and Protections
Navu is committed to employing AI in a safe and ethical way on behalf of our clients. To that end, Navu has carefully considered the guardrails needed in our application. The primary use of AI in Navu is to provide a conversational interface for web visitors to interact with the ... Read more
Guide/Sidebar – General FAQ
The following questions and answers are intended to train the Navu AI on the best way to answer a set of general questions. In the following questions, references to "this" mean that the person is asking about Navu's sidebar and, particularly, the conversation they are having with the AI chatbot.Question: ... Read more
3.0 Manual
This is a complete list of the features. This information is up to date with the 3.3 release (February 18, 2025). Sidebar Sidebar is the main website component in Navu. It provides an interactive AI guide to all or specific visitors based on audience. It also provided search functionality as ... Read more
Release Notes: The Beauty of Benchmarks
You work hard for your leads, and rely on your website to convert them. But do you really know if it’s doing a good job? With Navu’s 2.4 release, we can show you. As a cutting-edge conversion rate optimization tool, Navu knows a lot about how companies turn B2B leads ... Read more
Release Notes: All About Clickthrough
Navu 2.2 is all about clickthrough. First, we updated the look and feel of our guides and messages with data-driven changes that make them more effective. Then we added new reporting options to the analytics portal so our customers can better understand how Navu is being used by their visitors. ... Read more
Release Notes: Big Change for Chatbots
Last month saw the release of Navu 2.0, which was a huge change to the platform and introduced many new features and integrations. For Navu 2.1, we’ve built on that release with a whole heap of improvements. New Features and Improvements Weekly Performance Reports Each Monday, we will send an ... Read more
Reading Your Website Performance Report
Overview Depending on settings, Navu will send a weekly report detailing how your website is performing. This report lists visitors, conversion rates and leads from several points of view. Sitewide: How your site as a whole is performing in terms of attracting visitors and converting them into leads. By Channel: ... Read more
Release Notes: Introducing Navu 2.0
Say hello to Navu 2.0. With a completely refreshed portal, a whole host of new features, and more integrations than ever, we’re extremely excited to share the next generation of Navu with you. Key Improvements The bulk of our updates come in the form of improvements to our user portal. ... Read more
Navu Integration for Slack
Overview Navu’s integration with Slack enables the following: Setup This document details how to install the Slack integration. This is a prerequisite to setting up live chat. The full live chat setup instructions can be found here. Before enabling this integration, ensure there is a Slack channel in your Slack ... Read more
Navu Integration for HubSpot
Overview Navu’s integration with HubSpot enables the exchange of information between the two platforms enhancing the contact/visitor information in both systems. Navu Benefits The integration allows Navu to augment visitor information based on HubSpot data by highlighting the HubSpot contact information in the Navu visitor details. In addition, if the ... Read more
Release Notes: Even More Integrations
Things are always busy here at Navu, and our engineering team has finished our 1.26 release before we could even catch our breath from 1.25! This one is a bit more modest in scope, but extremely impactful nonetheless. If your company uses HubSpot, Salesforce, or Slack, we think you’ll be ... Read more
Navu Integration for Salesforce
Overview Navu’s integration with Salesforce enables the exchange of information between the two platforms enhancing the contact/visitor information in both systems. Salesforce Benefits Once enabled, this integration will make three fields available to the Contact record in Salesforce. To see these, the Salesforce administrator will need to update the Page ... Read more
Installing Navu on a TYPO3 website
This article from TYPO3 explains how to add script to the <head> of your TYPO3 website. The snippet of code to add is shown below. Replace the __SiteCode__ with the 7 digit alphanumeric code for your site. If you already have access to your Navu portal you can find your embed code here. If you ... Read more
Release Notes: All About ICPs
Improved Analytics The Navu analytics system has been reinvented from the ground up to provide more actionable information about how visitors are getting to your website, how they are being organized into segments, how they are engaging, and how well they are converting. Before this release, in the Navu app you ... Read more
Release Notes: Exciting Integrations
Navu has just released update 1.24, bringing users a set of very exciting new integrations to Slack, HubSpot and Salesforce. We’re also rolling out two big updates to how you engage with your visitors, including an ‘engaged’ tag and more control over your Navu Guide targeting. Read on for more: ... Read more
Terms of Service
Last modified: September 20, 2024 Thank you for using the Navu service (the “Navu Service”), a service that is wholly owned and operated by Navu, Inc. (together with its affiliates, “Navu”, “we”, or “us”). The Navu Service is designed to help you increase lead conversion on your websites by tracking ... Read more
Privacy Policy
Effective Date: 2/23/2024 Navu, Inc. (“Navu”) is committed to protecting the privacy and security of the information we collect and to being transparent about the ways in which we collect and process your information. This statement (the “Privacy Policy”) sets forth our policies and practices for handling the information we ... Read more
Configuring Your Consent Management Platform For Navu
It is your responsibility to fulfill your privacy obligations to your website visitors. Navu is a first party cookie and does not track visitors between sites and never shares visitor information with anyone but the website owner. The steps below explain how to extend consent management from your existing ... Read more
Installing Navu on a Wix website
Wix supports a simple way to add code snippets, such as the Navu embed code, to your site. This article from Wix explains how to accomplish this. The snippet of code to add is shown below. Replace the __SiteCode__ with the 7 digit alphanumeric code for your site. If you already have access to ... Read more
Ensuring Navu Has Access To Your Site
To both train the AI and provide beautiful and relevant citations and links, Navu indexes your site to build a library of resources including images, webpages, videos, PDFs and forms. This indexing is very similar to the way Google and other search engines build their indexes. As such, Navu’s servers ... Read more
Installing Navu on a Webflow website
Webflow supports a simple way to add code snippets, such as the Navu embed code, to your site. This article from Webflow explains how to accomplish this. The snippet of code to add is shown below. Replace the __SiteCode__ with the 7 digit alphanumeric code for your site. If you already have access to ... Read more
Installing Navu on an Unbounce landing page
Unbounce supports a simple way to add code snippets, such as the Navu embed code, to their landing pages. This article from Unbounce explains how to accomplish this. The Navu embed code should be added to the head of the page. The snippet of code to add is shown below. Replace the __SiteCode__ with ... Read more
Where to find my site code
Here is where to find the 6 digit alphanumeric site code and the Navu embed code specific to your site. Site Code To find the site code, sign in to the Navu portal and navigate to the Site tab. The site code can be found in the top section ... Read more
Installing Navu on a WordPress Website
The Navu WordPress plugin is the simplest way to add Navu to your WordPress website. Here are the instructions to install the plugin: 1. Log in to your WordPress account. 2. In the left hand panel, hover over Plugins, then click Add New. 3. Enter navu in the Keyword field. ... Read more
Installing Navu on a Squarespace website
Squarespace supports a simple way to add code snippets, such as the Navu embed code, to your site. This article from Squarespace explains how to accomplish this. The snippet of code to add is shown below. Replace the __SiteCode__ with the 7 digit alphanumeric code for your site. If you already have access to ... Read more
Installing Navu on a Ghost website
Ghost supports a simple way to add code snippets, such as the Navu embed code, to your theme files without editing them. This article from Ghost explains how to accomplish this. The snippet of code to add is shown below. Replace the __SiteCode__ with the 7 digit alphanumeric code for your site. If you ... Read more
Installing Navu on a HubSpot website
HubSpot supports a simple way to add code snippets, such as the Navu embed code, to your site. This article from HubSpot explains how to accomplish this. Follow the link and scroll down to the “Add code snippets to all content hosted on a specific domain” section. The snippet of code to ... Read more
Installing Navu
Navu can be added to any website. The installation instructions depend on the underlying Content Management System (CMS) for your site. Click the relevant CMS from the list below for specific instructions. Installing Navu on a WordPress website Installing Navu on a Squarespace website Installing Navu on a Ghost website ... Read more
Installing Navu with Google Tag Manager
With the introduction of the Navu Sidebar, we no longer recommend installing Navu via Google Tag Manager. Please install the Navu embed code directly on your website or via a plugin as described in these instructions. While the Navu embed code can be installed using GTM, we see that GTM ... Read more
Release Notes: Powerful Segmentation, Easier Analytics
The new Navu update (release 1.22) is a huge upgrade in functionality, analytics, and user experience. It features significant changes to the way users define audiences and evaluate site data, as well as a much improved look-and-feel in the Navu portal. Read on for all the updates in 1.22: Segmentation ... Read more
Release Notes: Major Upgrades to Visitor Targeting
We rolled out our 1.17 release today, and it was a big one. The headline news is that visitor targeting just got a whole lot better, with new options for who gets to see your guides (and where). We’ve also introduced a new privacy option, as well as a couple ... Read more
