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The Conversation Builder structures the demo into a sequence of stages, each with topics and starters that guide the agent and give visitors easy ways to engage. Open the Conversation tab in the Navattic Agent editor to access it.

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Stages

Stages represent phases of the conversation. The Opening stage is always first and maps to your presentation message. Add as many additional stages as your demo needs: Each stage has a goal field that tells the agent what to accomplish before advancing. Stages marked Allow exploration let visitors ask off-topic questions; the agent addresses them and then returns to the stage’s topics.
Knowledge resources are available to the agent in all stages except Opening. If a visitor asks a question the agent cannot answer by navigating the demo, it draws on the knowledge base to respond.
To add a stage, click Add stage in the Conversation tab. Drag stages to reorder them.

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Topics

Topics tell the agent what to say or ask within a stage. Each topic has a type:
  • Question: Something the agent asks the visitor (e.g., “How large is your team?”). Questions can be mapped to a custom property so the answer is saved to the visitor record automatically.
  • Presentation: A narrated walkthrough of a specific flow from your environment. The agent navigates the flow while explaining it.
  • Suggestion: A flow the agent can offer to show when relevant, without requiring it.
Each topic also has a mode:
  • Read exactly: The agent delivers the text you provide verbatim.
  • Use as prompt: The text serves as context; the agent phrases it naturally.
To add a topic, open a stage and click the topic type you want from the Add topic panel.

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Starters

Starters are clickable suggestion chips that appear at the bottom of the chat panel during a demo session. They give visitors quick ways to ask questions or request demos without typing freeform text. Each stage supports up to five starters. Click Generate to let Copilot draft starters based on the stage’s topics and flows, or add them manually. When the demo advances to a new stage, the starters update to reflect that stage’s topics.
Starters don’t appear until after the agent finishes its intro greeting. The text input submit button is also disabled during the intro, so visitors can’t send a message before the agent is ready to respond. Both become active automatically once the intro greeting ends.

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Outcomes

Outcomes let you configure what the agent presents to a visitor when the right moment in the conversation arrives: a button to a landing page, a calendar to book a call, or a closing message. Each outcome fires when its conditions are met. To add an outcome, open the Conversation tab in the Navattic Agent editor and click Add outcome. Outcome types The button URL on a CTA outcome and the scheduler URL on a Calendar outcome accept personalization variables. See Personalizing links. Conditions Each outcome has one or more conditions that must all be true for it to fire. You can mix condition types:
  • AI-evaluated: Write a natural-language prompt describing what the conversation must show (e.g., “The visitor is at an enterprise company and has asked about security compliance”). The agent evaluates this against the full conversation.
  • Conversation length: Fires after the visitor has sent a set number of messages.
  • Flow started: Fires after the agent has navigated a set number of flows.
  • Step viewed: Fires after a set number of steps have been shown.
Eligible stages You can restrict an outcome to specific stages so it only fires when the conversation is in the right phase. Leave all stages selected to allow the outcome to fire at any point.
Only one outcome fires per session. Once an outcome fires, subsequent conditions are not evaluated.