Creating an environment
Navigate to Agents > Environments and click Create environment. Choose how you want to populate the environment:- Take new captures - Enter your app’s URL, then use the Navattic Chrome extension to capture screens. This lets you build captures from scratch.
- Start from existing demo - Select an existing Navattic interactive demo. Copilot automatically processes the demo’s captures (deduplicating screens, splitting content into agent-friendly flows, and ranking flows by engagement) and pre-populates starter chips in the Conversation Builder. This is the fastest path to a ready-to-use agent environment.
- Environment name - An internal name to identify this setup (e.g., “Product Tour” or “Pricing Demo”)
- App URL - The URL associated with your application
- Avatar - Optional image that represents your agent
- Cursor color - The color of the cursor when the agent is navigating
Environments can be reused across multiple Navattic Agents, making it easy to maintain consistent
demo experiences.
Managing environment flows
After setting up your environment, you can edit and refine the flows your agent uses during demos.Editing a capture
If a step’s capture needs to be fixed or retaken, you can open the capture editor directly from the Navattic Agent builder without navigating away. Hover over the step thumbnail in the environment, click the three-dot menu in the top-right corner of the thumbnail, and select Edit capture. The capture editor opens scoped to that step’s screen, letting you retake, crop, or adjust it. Your changes are automatically reflected in the environment when you save.Edit capture is only available for steps based on web captures. Steps that use uploaded media
(images or video) do not show this option.
Recapturing a step
Use Recapture to replace a step’s underlying capture with a fresh one taken directly from your live product. This is useful when a page has changed significantly and you want to swap in a new capture rather than editing the existing one. To recapture a step:- Hover over the step thumbnail in the environment flow editor to reveal the three-dot menu in the top-right corner of the thumbnail.
- Click the menu and select Recapture.
- Navattic opens the Recapture modal, which shows the original URL associated with the capture.
- Click Start recapture. The Navattic Chrome extension opens your browser to the original URL so you can take a new capture.
- Use the extension to capture the screen. Once you finish, the step thumbnail in the environment updates automatically.
Recapture requires the Navattic Chrome extension and is only available for steps based on web
captures. Steps using uploaded media (images or video) do not show this option.
Configuring step settings
Each step in a flow has optional per-step settings you can configure from the environment editor. To open step settings, hover over the step thumbnail in the flow and click the settings icon that appears. A Step settings drawer slides in from the right with the following controls: Spotlight Spotlight dims the background of your capture and cuts out the area around the click target, focusing the viewer’s attention on the relevant element when the agent navigates that step. To configure spotlight:- Toggle Spotlight on.
- Click Pick target and select the element on the capture you want to highlight. The selected region appears as a preview.
- Choose an intensity level: Light, Medium, or Heavy. Higher intensity makes the background darker, creating a stronger focus effect.
Spotlight is available for both web and media captures.
- Click Pick trigger in the Step settings drawer.
- Select the element on the capture you want the agent to click.
- The agent stops narrating while the video plays.
- When the video ends, the agent automatically continues the conversation.
- If a visitor speaks or types during playback, the video pauses and the agent responds. The visitor can ask the agent to resume the video if needed.
The Video audio setting only appears on steps that use an uploaded video. It is not available for
web captures or image steps.
Deleting a step
To remove a step from a flow, open the environment and select the flow you want to edit. Hover over the step preview thumbnail to reveal a menu button (the three-dot icon in the top-right corner of the thumbnail). Click the menu and select Delete step.Deleting a step is permanent. The agent will no longer navigate to that screen during demos. You
can recapture a step by taking new captures and adding them to the flow.
Uploading media as a flow
You can add images and videos directly to an environment without capturing them from a live app.- Open the environment in the Navattic Agent builder.
- In the Flows panel, open the menu and select Upload media.
- Drop up to 10 files: images (PNG, JPEG, WebP, GIF) or videos (MP4, WebM, MOV).
- Copilot automatically generates narration for each image. You can edit or replace this text before saving.
- Enter a name for the new flow, then click Create.
Importing a flow from an existing demo
To pull a flow from one of your existing Navattic demos into an environment:- Open the environment in the Navattic Agent builder.
- In the Flows panel, open the menu and select Import flow.
- Choose a demo, then select the specific flow you want to import.
- Click Import.