Navu Platform Overview
Conversation
A website widget that handles AI chat, contact capture, and live chat.
AI Chat
An AI assistant that converses with website visitors.
Core Capabilities
- Generated Responses — Participate in useful conversations using indexed content and configured skills within guardrails.
- Citations — List relevant content sources for a given answer.
- Tools — Extend AI abilities beyond text responses.
- Autonomous Browser Navigation — Navigate the browser automatically when appropriate.
- Search Results — Perform content search on demand and return structured results.
- Splash Screen — Initial chat layout designed to encourage engagement.
- Proactive Outreach — Initiate conversations at appropriate times.
- Suggested Questions — Context-specific engagement suggestions.
- Disclaimer — Configurable message below input or after responses.
- Navu Attribution — “Powered by Navu” link.
- Verbosity Setting — Visitor-controlled response length.
- Language Adaptation — Automatic response language adjustment.
- Agentic Features (via Tools) — Perform actions beyond answering (e.g., sending email).
Skills
Configure how the AI behaves in different situations.
Built-in Skills
- answer-question — Answer using indexed content.
- go-to — Navigate to a requested page.
- summarize — Summarize the current page.
- search-content — Return indexed content matching a query.
- language-query — Answer questions about language support.
Custom Skills
Site-specific AI behaviors.
- Add new skills (with or without templates)
- Configure applicability rules
- Define skill priority
- Provide instructions to the AI
- Configure tool access
- Advanced configuration settings
- Enable/disable status control
Prompts
Predefined actions visitors can trigger.
Built-in Prompts
- summarize
- go-to
- language-query
- search
Custom Prompts
- Site-specific predefined prompts
Leave a Message
Contact form for offline communication.
- Configurable fields
- Form validation rules
- Contact delivery (email, CRM, etc.)
Live Chat
Real-time chat with customer staff via Slack or Microsoft Teams.
- Live chat request flow
- Bi-directional message exchange
- Time-of-day enablement
- Temporary suspension controls
- Agent availability timeout
- Controlled session ending experience
Localization
Sidebar adapts to page language.
- Broad language support
- RTL (Right-to-Left) support
Contact Collection
Deliver collected contact information to configured external systems.
Tracking
Comprehensive visitor tracking across sessions.
Privacy and Consent
Respect privacy requirements for storing PII based on:
- Site configuration
- Visitor location
- Consent system integration
Visitors
Track distinct browsers over time.
- Metadata collection
- Geolocation (city/region/country)
- Bot detection (user-agent, ASN, signals)
- Identity collection
- Acquisition source tracking
- AI-generated visitor profile
- Engagement metrics
- Persona assignment
- Feature tagging
Pageviews
Track every page visit.
- Timestamp tracking
- Session detection
- Canonical/clean URL tracking
- Page-level feature tagging
- Engagement metrics
- Click tracking
Form Fills
Track all form submissions.
- Identity processing (email capture)
- Field recording (name and other data)
- Iframe handling (when feasible)
- Special handling for common platforms (e.g., HubSpot)
Sidebar Actions
Track interactions within the Navu sidebar.
- AI conversations
- Messages left
- Live chat requests and exchanges
- Identity collection
Content Management
System for collecting, organizing, and indexing content for AI and search.
- Website crawling and indexing
- Additional content ingestion
- Content and metadata extraction
- FAQ Q/A extraction
- OpenSearch indexing
- Hybrid search (keyword + vector)
- Keyword-based raw search
- Page group organization
- Inventory overview
- Update handling (add/change/delete)
- Customer-facing management UI
- Index configuration controls
- Failure handling safeguards
Embedded Client
Code running in the visitor’s browser.
- Sidebar UI integration
- Visitor activity tracking
- Privacy & consent integration
- Lifecycle state machine management
Portal
Web application for configuration and monitoring.
Core Pages
- Account
- Site Selection
- Sidebar Testing
- Questions (real-time AI feed)
- Tracking (real-time visitor feed)
- Skills
- Settings
- Site Overview
- Audience
- Members
- Accounts (ABM rollups)
- Acquisitions
- Billing (Stripe access)
- Content
- Domains
- Integrations
- Reports
- Feedback
- API Keys
- Benchmarks
- Admin
- Portal AI
- PLG Self-Serve
Background Systems (Smoke Tested Components Noted)
Infrastructure processes supporting the platform.
- Site Initialization
- Tracking Pipeline
- Indexing
- Report Generation
- Preview Proxy
- Search Services
- AI Response Generation
- Billing Review
Integrations
Connect Navu with third-party systems.
- Slack
- Microsoft Teams
- HubSpot (bi-directional sync)
- Salesforce (data pull)
- Zendesk (help center indexing)
Customer APIs
REST APIs for accessing Navu data.
- Questions API
- Tracking API