You can access the Navigator Overview to get a snapshot of your Navigator configuration and quick access to the main configuration tabs.

• In the Studio, navigate to Content > Navigator. 
  The Navigator Overview opens with links to all the respective settings tabs.

You can navigate to the configuration area you want to customize.

The Identity tab is pre-filled with information based on your platform content. You can edit this information or add additional context to help tailor Navigator responses.

Editing the Company Profile

This information is used to provide responses that are tailored to your employees and your organization.

1. In the Studio, navigate to Content > Navigator > Identity.
2. Click Edit. 
   The confirmation dialog opens.
3. Click Confirm.
4. Edit the content as needed.
5. Click Save. 
   You have edited the company profile. Navigator uses the updated company profile as additional context when generating responses.

Editing Navigator Name and Greeting

By default, the Navigator name displayed to employees is Your Company Name Assistant. You can customize the name and the greeting or keep the default values.

1. In the Studio, navigate to Content > Navigator > Identity.
2. In the Name field, enter a new name for the Navigator.
3. In the Greeting field, edit the greeting message displayed to employees.
4. Click Save.

You have updated the Navigator name and greeting.

You can control which content sources Navigator uses to generate responses. By selecting the appropriate knowledge sources, you determine the information the Navigator can reference when answering employee questions.

Configuring Spaces

You can determine which spaces the Navigator can draw information from. By default, All Spaces are selected.

Adjusting Spaces Configuration

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

Configuring News Channels

You can control which news channels Navigator can access and use as a knowledge source. By default, All News Channels are selected.

1. In the Studio, navigate to Content > Navigator > Knowledge.
2. Under News Channels, ensure the toggle Use News Post As Source is activated.
3. Select one of the following:
   • Selected Only
   • Exclude Selected
4. Click Add News Channels.
5. Select the news channels you want to include or exclude.
6. Click Add.
7. Under Content Freshness, select the maximum time range of news content Navigator can use:
   • All time
   • 3 months
   • 6 months
   • 1 year
8. Click Save. 
   You have configured which news channels and the time range of the news posts that the Navigator can access.

Configuring Employee Directory

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.

Helpers include experts and conversation starters that help employees initiate interactions with Navigator and obtain the right information.

Configuring Experts

Experts are focused knowledge guides that help employees find answers based on selected pages and uploaded documents. You can create up to 10 experts 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 expert in Navigator, the expert’s name displays within the conversation.

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

You have created an expert. You can add up to 10 experts. You can edit or delete experts at any time.

Configuring Conversation Starters

Conversation starters help employees quickly begin interacting with Navigator by suggesting common questions or topics, such as HR policies, IT support, or security guidelines.

When you first set up Navigator, conversation starters are automatically generated based on your content. You can edit or delete these suggestions, or create your own. You can add up to six conversation starters.

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

Configuring Conversation Starters in Multiple Languages

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.

You can use this tab to configure your Service Now forms.

The Glossary contains up to 40 terms and abbreviations specific to your organization. Navigator uses them to understand the context and conversations. Glossary terms are prefilled based on your platform’s content. You can add additional terms, or edit and delete the existing ones.

Adding a Glossary Term

1. In the Studio, navigate to Content > Navigator > Glossary.
2. Click Create New Term. 
   The Create Glossary Term dialog opens.
3. In the Term field, enter the term or abbreviation.
4. In the Definition field, enter the definition of the term and how it is used in your organization.
5. Click Create.
6. Click Save. 
   You have added a new glossary term. You can edit or delete the glossary term at any time from the actions menu.

Adding a Glossary Term in Another Language

1. In the Studio, navigate to Content > Navigator > Glossary > a term.
2. Click the three dots menu next to the term for which you want to add translation. 
   The Action Menu opens.
3. Click Edit.
4. Click the + icon to add a new language. 
   The Add Languages dialog opens.
5. Select one or more languages.
6. Click Add Languages.
7. Add the Term and Definition.
8. Click Done.
9. Click Save. 
   You have added a glossary term in another language. You can repeat the process for other languages.

You can configure Navigator settings to control which employees can access Navigator and which Studio users can manage its configuration. You can also configure user feedback and define privacy settings.

Configuring Navigator's Visibility

You can define which users can access Navigator and on which devices it is available. By default, Navigator is not visible to users. A visibility badge next to the Navigator feature name indicates the current visibility settings and whether Navigator is available to users.

By default, Navigator is not visible to users. After you configure the visibility settings, the badge indicates it is visible to employees.

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

You have configured Navigator's visibility. The visibility badge changes to Visible to employees.

Configuring Administrative Access

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.

Configuring User Feedback

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 > Navigator > Settings.
2. Select the option Allow users to report an issue to collect user feedback.
3. Click Save.

You have configured user feedback.

Anonymizing Message Logs

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 > Navigator > Settings.
2. Under Privacy Settings, select Anonymize messages in logs.
3. Click Save.

You have anonymized the logs.