The details for how to integrate Navu into your privacy compliance framework are here. This article provides specific instructions to configure the CookieYes Consent Management Platform to work with Navu. This assumes that CookieYes has been set at the CMP in the Navu Portal. Step 1: Open Cookie Manager in CookieYes Log in to your … Read more
Tag: Integrations
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
Shopify Integration
Navu now makes it easy for websites built partly or entirely on Shopify to have an AI chatbot that understands both the website content as well as the Shopify product catalog. That means that it can assist web visitors who are shopping for specific products. Here are the steps to use this new capability: It is … Read more
Navu Integration for Microsoft Teams
You can now connect Navu Sidebar’s live chat feature to a channel in your Microsofts Teams instance. When someone wants to start a live chat in the sidebar, Navu will send a message in the Teams channel. This message will include the user’s initial message and some metadata about the user. You can reply to that message in the channel. The thread created by this reply will mirror the chat the user sees on the sidebar. All their messages will appear in this thread.
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
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. Note, that Navu can integrate with many other live chat systems such as HubSpot, Google Chat, Five9, and LiveChat. In each case, configuring the handoff … 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
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 a link to the Navu Journey available in the Salesforce Contact record. To see this field, the Salesforce administrator will need to update the Page Layouts … Read more
Integrating Navu into your privacy compliance framework
This guide explains how Navu handles website visitor data, what cookies it sets, what controls you have over its behavior, and how to fit all of that into the privacy compliance framework you already run on your site. Before you start: this is not legal advice This document describes how Navu works. It is not … Read more