You can define how Navigator is named and presented to users, as well as add a slogan that highlights its purpose. For example, if your company is called ABC, you could name it ABC Navigator and use a slogan such as: Your smart guide to all ABC updates, resources, and everyday questions at work.

1. In the Studio, navigate to Content > System > Navigator.
2. Under Common Settings, enter a name for Navigator.
3. In the Slogan field, enter a text that describes Navigator's purpose.
4. Click Save.

You have defined Navigator's name and slogan.

You can define Navigator’s personality to reflect your organization’s values and communication style. This includes tone, level of formality, emoji usage, and answer length. You can also provide additional context to guide Navigator's interactions with employees.

For example, in additional context, you can instruct Navigator to act as a knowledgeable internal guide and address users as ABC team members. You can also specify Navigator to use the Expert profile field to identify a subject matter expert in a given field.

1. In the Studio, navigate to Content > System > Navigator.
2. Under Tone, select one of the following: 
   • Professional 
   • Friendly 
   • Factual 
   • Compliant
3. Under Fomality, select one of the following:
   • Neutral
   • Formal
   • Casual
4. Under Emoji Usage, select one of the following: 
   • None 
   • Minimal 
   • Allowed
5. Under Answer Length, select one of the following: 
   • Short 
   • Standard 
   • Detailed
6. Under Additional Context, provide any extra instructions or information to guide the assistant’s behavior.
7. Click Save.

You have defined Navigator's personality.

You can control which Spaces Navigator can access and use as a knowledge source. By default, Navigator can access all Spaces.

1. In the Studio, navigate to Content > System > Navigator.
2. Navigate to the Knowledge tab.
3. Under Space Access, select one of the following: 
   • All Spaces 
   • Selected Spaces Only 
   • Exclude Selected Spaces
4. If you select Selected Spaces Only or Exclude Selected Spaces, click Add Space.
5. Select the Spaces you want to include or exclude.
6. Click Add.
7. Click Save. You have configured which Spaces the assistant can access.

You can create up to six conversation starters to help users quickly begin interacting with Navigator. These can be based on common topics or frequently asked questions, such as HR policies, IT support, or security guidelines.

1. In the Studio, navigate to Content > System > Navigator.
2. Navigate to the Knowledge tab.
3. Click Add Conversation Starter. 
   The Add Conversation Starter dialog opens.
4. In Display Text, enter the text shown to users, within 35 characters.
5. In Prompt, enter the full prompt sent to the assistant, within 200 characters.
6. Click Add. 
   You have added a conversation starter.
7. Repeat steps 3 to 6 to add more conversation starters.
8. Click Save.

You have added the conversation starter. You can edit or delete conversation starters at any time. You can also drag and drop them to define the order in which they appear in Navigator.

You can create up to six conversation starters to help users quickly begin interacting with the When you create a conversation starter in your organization’s default language, it is automatically translated and adapted to the user’s preferred content language. If you want to ensure specific wording in a particular language, you can also add it manually.

1. In the Studio, navigate to Content > System > Navigator.
2. Navigate to the Knowledge tab.
3. Click the pencil icon next to the conversation starter you want to translate.
4. Click the + icon to add a new language. 
   The Add Languages dialog opens.
5. Select a language and click Add Languages.
6. In Display Text, enter the text shown to users within 35 characters.
7. In Prompt, enter the full prompt sent to the assistant within 200 characters.
8. Click Done. 
   You have added a conversation starter.
9. Click Save.

You have added the conversation starter in a different language. You can edit or delete the language version of the conversation starters at any time.

Assistants are focused knowledge guides that help employees find answers based on selected pages and uploaded documents. You can create up to 10 assistants and customize each one for a specific use case, such as onboarding or policy guidance, such as travel, growth, or security. When users receive responses from an assistant in Navigator, the assistant’s name displays within the conversation.

The order of assistants determines how they appear in the Navigator chat for your employees.

1. In the Studio, navigate to Content > System > Navigator.
2. Navigate to the Knowledge tab.
3. Click Create Assistant. 
   The Create Assistant page opens.
4. In Name, enter a name for the assistant.
5. In Instructions, define the assistant’s purpose and the types of questions it should handle.
6. Under Sources, from the Pages dropdown, select the pages the assistant should use as a knowledge base.
7. Under Files, upload PDF documents for the assistant to use as a knowledge base.
8. Click Create.

You have created an assistant. You can add up to 10 assistants. You can edit or delete assistants at any time. You can also drag and drop them to change the order in which they appear in Navigator.

You can define whether Navigator can access the Employee Directory.

The Employee Directory allows Navigator to retrieve user information, such as identifying experts on specific topics, such as app security. If this option is not selected, the assistant can only access the user information available in News, Pages, and their attached PDFs.

1. In the Studio, navigate to Content > System > Navigator.
2. Navigate to the Knowledge tab.
3. Select the Employee Directory Access option to provide access to the Employee Directory.
4. Click Save.

You have configured Navigator’s access to the Employee Directory.

You can define which users can access Navigator and on which devices it is available.

1. In the Studio, navigate to Content > System >Navigator.
2. Navigate to the Settings tab.
3. Under Visibility, select the user(s) or user group(s) who can access Navigator.
4. Under Show on, select the devices where Navigator is available.
5. Click Save.

You have configured Navigator's visibility.

You can define whether users can provide feedback on Navigator responses. Users can give feedback on a response using thumbs-up or thumbs-down options. The thumbs-down option lets users provide additional details.

1. In the Studio, navigate to Content > System > Navigator.
2. Navigate to the Settings tab.
3. Select the option Allow users to report an issue to collect user feedback.
4. Click Save.

You have configured user feedback.

You can define who can access analytics and manage its settings. Only users with access to the Studio can be granted administrator access to Navigator. The minimum role required is Editor. They can manage everything except the Branding settings.

1. In the Studio, navigate to Content > System > Navigator.
2. Navigate to the Settings tab.
3. Under Navigator Admin Access, select the users or groups you want to manage Navigator settings.
4. Click Save.

You have configured administrator access.

You can hide messages exchanged between Navigator and users in conversation logs to help protect user privacy. When enabled, message content is removed from conversation logs, retaining only the triggered search prompt.

1. In the Studio, navigate to Content > System > Navigator.
2. Navigate to the Settings tab.
3. Under Privacy Settings, select Anonymize messages in logs.
4. Click Save.

You have anonymized the logs.