Product context
Product context is general information about your product, key features, and value propositions. This helps the agent understand what to demonstrate and when. Click Upload context to have Copilot extract context automatically from a website URL or an uploaded document (PDF, Word, or text file). Copilot shows you a preview of the extracted content before applying it.Knowledge resources
Add documentation, support articles, or other materials that the agent can reference. When you add a URL, Navattic crawls the site and formats the content for the agent to reference during demos. Full-website crawls appear as a single entry for the hostname. Click the entry to open a page browser where you can browse and search all crawled pages, organized by folder. To manage a source, hover over it and click the … menu. Available actions depend on the source type:
Flag a source as outdated to mark it for review without removing it from the agent’s context immediately.
FAQs
Common questions and their answers help the agent respond accurately to frequently asked questions.Pronunciations
Control how your agent pronounces specific words during voice synthesis. Use this for product names, technical terms, or brand names that the voice model might mispronounce by default. Each entry has two fields:- Term: The word or phrase as it appears in your product content (for example, “Navattic”)
- Pronunciation: A phonetic respelling using hyphens to separate syllables (for example, “nuh-VAT-ick”). Capitalize syllables to indicate stress for your own reference; the agent normalizes the spelling before sending it to the voice model.
Sharing resources during demos
Resources are links and files you pre-configure in the Knowledge tab that the agent can drop into the chat panel as rich-preview cards at the right moment in a conversation. When the agent determines that a resource is relevant, based on what the prospect is asking about and the When to share guidance you provide, it automatically sends the card into the chat. The prospect sees the title, a short description, and for links, a thumbnail preview. They can open the link in a new tab or download the file without leaving the demo. A badge on the chat toggle shows how many new resources have been shared while the panel is closed, so prospects don’t miss them.Adding a link resource
1
Open the Resources section
In the Navattic Agent builder, open the Knowledge tab. Scroll to the Resources section
and click Add link.
2
Enter the URL
Paste the link URL. Navattic automatically fetches the page title, description, and preview
image. You can edit any of these fields.
3
Fill in the details
- Title: The headline shown on the chat card (required). - Description: A short summary shown beneath the title on the card (optional but recommended). - When to share: Instructions for the agent describing when to surface this resource, e.g. “When the prospect asks about pricing tiers or wants enterprise pricing.”
4
Save
Click Save. The resource appears in the Resources list and is immediately available to the
agent.
Adding a file resource
1
Open the Resources section
In the Knowledge tab, click Add file.
2
Upload the file
Drag a file into the upload area or click to browse. Supported formats are the same as knowledge
base documents (PDF, Word, plain text).
3
Fill in the details
- Title: The name shown on the chat card (required). - Description: A short summary visible to the prospect (optional). - When to share: Instructions for the agent, e.g. “When the prospect asks for the security overview or SOC 2 report.”
4
Save
Click Save. The file is uploaded and the resource is available to the agent immediately.
Each resource is only shared once per session. If the agent determines the same resource is
relevant a second time, it will not resend it.