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Everything you need to know about using Navu

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All About the Navu Sidebar

Documentation

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 want no-nonsense answers. The companies that help potential customers the most in getting those answers will be the winners. We have designed the sidebar to be co-equal with the content on your website. This contrasts with chatbots that feel like they are “bolted on” to a website — … Read more

Getting Started With The Navu Sidebar

Documentation

Try an Interactive Guide. It can be configured for your site in a few hours. Step 1: Sign up If you are interested in adding a sidebar to your website, give us your name, email address and website address. If your site is eligible (most are), within one business day we’ll train up a new AI guide for your site and send you a link to a live demo. LINK TO SIGN UP PAGE. Step 2: Try it This demo will be a simulated version of your website with the sidebar already installed and running. You and your team can … Read more

Adding A New Member To The Navu Portal

Documentation

To invite a new member to your portal, visit the Members page by clicking on the Members icon in the left menu. On the Members page, click the + Invite A Member button and fill in the details for the person you would like to invite. Owners can view analytics, edit all configuration and invite additional members. Editors can view analytics and edit all configuration. Viewers can view analytics and configuration.

Controlling The Guide AI’s Content Sources

Documentation

The simplest way to manage the answers provided by the Guide AI is to define the content sources on which it’s trained. 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 any subdomain of the main site domain). This includes web pages, PDFs and video transcripts. Navu discovers this content in a variety of ways (wp-json, sitemaps, tracking, and optionally crawling). Pages tagged “noindex” and pages not included in sitemaps that are publicly accessible are still included … Read more

Sharing the Sidebar Internally

Documentation

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 URL on your site will bring up the Sidebar. For example: https://mycorp.com/?navu-sidebar

Anchor Links To Open The Navu Sidebar

Documentation

How to add anchor links that will open the Navu Sidebar.

Good Answers for Navu’s AI Sidebar

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The following questions and answers are designed to give our AI sidebar information about the best way to answer a variety of questions. Question: What do you do? OR What does Navu do?Answer: Navu is a software company that helps marketing teams in B2B companies improve the results they get from their websites. This includes content and interactive guides that are added to the website to help visitors find your best content and the answers they are looking for. This also includes extensive first-party data about how visitors are behaving and performing on the site.I the following questions, references to … Read more

[3.0 Manual]

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This is a complete list of the features in Navu 3.0. Sidebar Sidebar is the main “do” component in Navu.  It provides an interactive AI guide to all or specific visitors based on audience.  If integrated with Slack, it can also provide live chat to all web visitors, or limited by time-of-day and/or audience. Legacy Guides Navu’s original content guides are still supported for both floating and banner placements.  These guides present a carousel of content selections that depends on the visitor’s audience and what they have already consumed. Navu Panel The Navu Panel has never been used by a … Read more

Reading Your Website Performance Report

Documentation

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 visitors to your site are performing in terms of acquiring visitors and how those visitors convert into leads. By Named Campaigns: How the major campaigns (typically advertising and email outreach) that drive visitors to your site are performing in terms of acquiring visitors and how … Read more

Navu Integration for Slack

Documentation

Overview Navu’s integration with Slack enables Navu to post detailed alerts into any Slack channel. These alerts are triggered by specific visitor activity on your website. Below is an example. Setup Before enabling this integration ensure there is a Slack channel in your Slack organization into which you would like Navu to post alerts. This can be an existing channel, or one you create specifically for Navu alerts. Choosing the latter has the benefit of allowing you to invite others to that channel once you are familiar with Navu alerts. In the Navu portal, select Integrations from the hamburger menu … Read more

Navu Integration for HubSpot

Documentation

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 HubSpot embed code is installed on your website, then Navu will leverage HubSpot first and third party cookies to determine the identity of the visitor. In other words, if HubSpot knows the identity of the visitor, then Navu will also be aware of their identity. This is beneficial when viewing … Read more

Navu Integration for Salesforce

Documentation

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 object to include these fields. These will then appear in the contact record as follows. Note, that a WebLink is also created that can be used in place of the Navu Web Journey URL field to make the presentation of this link prettier. The first … Read more

Installing Navu on a TYPO3 website

Documentation

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, then contact [email protected] to get a SiteCode. Alternatively, once you have signed in to the Navu application, navigate to the Domains tab. Find your site, and click on the INSTALL link. Copy the Navu embed code from there, and add it to the <head> of all pages … Read more

Configuring Your Consent Management Platform For Navu

Documentation

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 include Navu. Functionally, the Navu embed code enables visitor tracking in a very similar way to Google Analytics. Typically, the Navu cookie can be added to your CMP in the same way the Google Analytics cookie is added. Supported CMPs If you use one of … Read more

Installing Navu on a Wix website

Documentation

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 find your embed code here. If you have not signed up yet, then contact [email protected] to get a SiteCode. Alternatively, once you have signed in to the Navu application, navigate to the Domains tab. Find your site, and click on the INSTALL link. Copy the Navu embed code … Read more

Ensuring Navu Has Access To Your Site

Documentation

To facilitate creating guides, 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.   If you are running security software (such as Sucuri or StackProtect) or a CDN (such as Cloudflare or Akamai) they may block access by Navu’s servers.  To ensure Navu can reach your site in these cases, it may be necessary to whitelist the IP addresses of Navu’s servers. For details on how to … Read more

Installing Navu on a Webflow website

Documentation

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 find your embed code here. If you have not signed up yet, then contact [email protected] to get a SiteCode. Alternatively, once you have signed in to the Navu application, navigate to the Domains tab. Find your site, and click on the INSTALL link. Copy the Navu embed code … Read more

Installing Navu on an Unbounce landing page

Documentation

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 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, then contact [email protected] to get a SiteCode. Alternatively, once you have signed in to the Navu application, navigate to the Domains tab. … Read more

Where to find my site code

Documentation

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 CODE. Embed Code To find the embed code, sign in to the Navu portal, navigate to the Domains tab.  Find your site, and click on the INSTALL link. Copy the Navu embed code. Use this Navu embed code snippet when installing Navu.

Installing Navu on a WordPress Website

Documentation

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 appear.  Click Install Now. 5. Click Activate. 6. Scroll down the list of plugins to Navu Conversions, and click Settings. 7. Enter your site code, and click Save Changes. Where to find my site code? Once the Navu embed code has been installed, Navu will … Read more

Installing Navu on a Squarespace website

Documentation

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 find your embed code here. If you have not signed up yet, then contact [email protected] to get a SiteCode. Alternatively, once you have signed in to the Navu application, navigate to the Domains tab. Find your site, and click on the INSTALL link. Copy the Navu embed code … Read more

Installing Navu on a Ghost website

Documentation

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 Navu portal you can find your embed code here. If you have not signed up yet, then contact [email protected] to get a SiteCode. Alternatively, once you have signed in to the Navu application, navigate to the Domains tab. Find your site, and click on the INSTALL link. Copy … Read more

Installing Navu on a HubSpot website

Documentation

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 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, then contact [email protected] to get a SiteCode. Alternatively, once you have signed in to the Navu … Read more

Installing Navu

Documentation

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 website Installing Navu on a TYPO3 website Installing Navu on a Webflow website Installing Navu on a Wix website Installing Navu using Google Tag Manager If your CMS is not listed above, the snippet of code below should be added to the <head> of all … Read more

Installing Navu with Google Tag Manager

Documentation

With the introduction of the Navu Sidebar, the Navu embed code can no longer be installed via Google Tag Manager. Please install the Navu embed code directly on your website or via a plugin as described in these instructions.

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