Navu 4.5 introduces updates across the Admin Portal, with a new Portal AI, refreshed Questions and Tracking pages, and new weekly reporting emails. These changes focus on improving usability, discoverability, and clarity without altering core product behavior. Introducing Portal AI Navu 4.5 introduces the Portal AI, a new AI-powered assistant available directly within the Admin … Read more
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Release Notes: Improved Integrations
The Navu 4.3 and 4.4 releases introduce major enhancements across integrations, onboarding, data access, and overall platform performance. These updates make Navu faster, more flexible, and easier to integrate into your existing workflows. Integrations Shopify Integration (Beta) Navu now provides a new Shopify tool that can be used in custom skills. A prebuilt Shopping Assistant … Read more
How To Adjust Answers
This guide explains how to adjust and shape the answers your Navu AI assistant provides. Recall that the assistant is trained on your site’s content and any additional content you provide. You can influence answers in two main ways: About Skills in Navu Navu incorporates instructions into a concept called Skills. Skills are additional instructions … Read more
Navu 4: Skills FAQ
Question: What are skills?Answer: Skills in Navu 4 are AI-powered workflows that enable the AI to perform real business tasks on your website, beyond just answering questions. They can handle tasks like: 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 … Read more
Navu 4: What’s New
What’s New in Navu 4.0? Frequent Navu users: here’s a quick list of the major changes that you’ll notice in the new release.What’s new in the sidebar that my visitors will see? The sidebar you are used to, at first glance, has not changed very much. But… What happened to site search? You might remember … Read more
Navu 4: Product Manual
Navu: AI Chat Overview 1. Introduction: What Is Navu? Navu trains an AI on your website content to support an AI Chat interface for your website visitors. Your AI is housed in Navu’s Sidebar, designed and configured to integrate seamlessly into your website. Navu is built to be easy to install, integrate with your marketing … Read more
Release Notes: Better Answers, Better Data
We’ve rolled out several powerful updates in our 3.12 release designed to improve visibility into visitor behavior, increase sidebar engagement, and enhance your ability to capture leads seamlessly. Visitor Profiles Each visitor’s tracking page now includes a new Profile section. This is an AI-generated summary of what Navu has learned about that visitor, based primarily … Read more
Release Notes: Styling, Billing, Zendesk and More
Over the past few months, we’ve delivered several key upgrades to make Navu even easier to style, manage, and integrate. From flexible themes to transparency in your content index, these updates (releases 3.9, 3.10, and 3.11 for those keeping track) give you more control with less effort. Here’s what’s new: Revised Styling and Themes Navu’s … Read more
Connecting Navu’s Contact Form to a Marketo Form
Pushing the Navu contact form fill details to Marketo does not depend on an integration. Instead, you must create a form in marketo with fields corresponding to the fields in the Navu contact form. This includes any additional fields you add to the Navu contact form. Once you have created the form in Marketo, go … Read more
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 details. To push form fill … 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 their question. Pre-Requisites Before enabling … Read more
Adding Additional Fields to the Sidebar Contact Form
The Sidebar Contact form 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, navigate to Settings -> Sidebar … 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 the requisite integration, follow these … 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 Vertex AI). Each site can … 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 you think! A New Way … 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 site admins the ability to … Read more
Training the Navu 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 AI is trained. The best practice to improve the AI’s answers is to updated existing content or publish new … 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 search (based on keywords and … 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 company based on information accessible … Read more
All About the Navu Sidebar
The new Sidebar is Navu’s solution to a growing problem for marketing teams: stories are getting bigger and more complicated while attention spans are getting smaller. The Sidebar is Navu’s way of introducing conversation into your website in a way that visitors will appreciate. They don’t want to wander through hundreds of web pages. They have questions and … Read more
Getting Started With Navu’s AI Chat
Create an AI Chat for your website trained on your content Step 1: Create your AI Go to https://app.navu.co/setup/ and enter your website’s URL. When prompted, enter your email address to create your Navu AI. Step 2: Try it After entering your address you will see a test page with your AI ready for you … Read more
Adding A New Member To The Navu Portal
To invite a new member to your portal, visit the Members page by clicking on the More icon in the left menu, then selecting Members. On the Members page, click the + to invite a new member. Enter the email address of the person you would like to invite. Select a role from the drop-down … Read more
Controlling The AI Chat’s Content Sources
The simplest way to manage the answers provided by the AI is to define the content sources on which it’s trained. Navu’s Index Navu builds an index of all the content on your site. The index includes all publicly accessible content on any of the subdomains listed in the Domains page in the portal (typically … Read more
Sharing the Sidebar Internally
While evaluating the Sidebar and the Interactive Guide you may want to share it with your colleagues before requesting it go live on your site. After installing the Navu embed code, the Sidebar is available to you and anyone else by using the ?navu-sidebar URL parameter. Specifically, adding this parameter to the end of any … Read more
Anchor Links To Open The Navu Sidebar
How to add anchor links that will open the Navu Sidebar.
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 into customers. And as we … 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. Now it’s easier than ever … 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 email to site members containing … 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: How the channels that drive … 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. Our goal is to keep … 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 organization to be used with … 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. This includes pushing form fill details from the Contact form in the Navu Sidebar into a HubSpot contact record. Navu Benefits The integration allows Navu to augment visitor information based on HubSpot data by … 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 extra excited about this one. … 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 Layouts for the Salesforce Contact … 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 have not signed up yet, … 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 were able to see a … 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: Third-Party Integrations Navu has added … 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 your website visitors, presenting information … 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 collect from or about you. … 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 Consent Management Platform (CMP) to … 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 your Navu portal you can … 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 need access to your site. … 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 your Navu portal you can … 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 the 7 digit alphanumeric code … 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 under SITE CODE. Embed Code … 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. 4. The Navu plugin will … 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 your Navu portal you can … 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 already have access to your … 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 add is shown below. Replace … 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 Installing Navu on a HubSpot … 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 can be slow to load … 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 and Content Clusters We are … 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 of user interface improvements. Read … Read more