
How Navattic Agents work
Navattic Agents combine several capabilities to create interactive product demonstrations:- Voice conversation - Visitors speak naturally with an AI agent that understands questions and responds in real-time
- Text input - Visitors can type their questions and responses instead of speaking, making demos accessible in quiet environments or for visitors who prefer not to use their microphone
- Capture playback - The agent navigates through pre-recorded captures of your application, guiding visitors through relevant features and flows
- Personalized guidance - Each demo adapts based on the conversation, showing relevant features and answering specific questions
Use cases for Navattic Agents
Navattic Agents are particularly effective for scenarios where personalization and interactivity matter most:24/7 demo availability
24/7 demo availability
International demo requests
International demo requests
Qualifying leads before sales calls
Qualifying leads before sales calls
Feature-specific deep dives
Feature-specific deep dives
SMB sales support
SMB sales support
Creating an Navattic Agent
Set up an 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
Create your Navattic Agent
- Demo name - An internal identifier for this Navattic Agent
- Environment - Select the environment you created in the previous step
- Language - Choose the language the agent will speak (defaults to English)
Configure the agent's behavior
- Personality - Define the agent’s character traits (professional, friendly, enthusiastic, etc.)
- Tone - Set the communication style (conversational, formal, technical, etc.)
Design the conversation flow
Add guidelines and guardrails
Provide product context
Configure the Settings tab (optional)
- Orb - Displays an animated orb with a custom color. Use the color picker to set the orb color.
- Logo - Displays your company or product logo. Enter the logo URL in the input field.
- Live - Displays a photo-realistic avatar. Click Create live avatar to upload a photo and configure it in a two-step modal:
- Framing - Crop your photo to a square. The source image must be at least 1152px on its shortest edge and no larger than 25MB. Any aspect ratio is accepted.
- Details - Enter a name for the avatar and choose whether to remove the background.
- Dynamic (default) - The avatar expands to fill the demo panel when the agent is talking, then contracts into the chat sidebar tile while a flow is presenting. This keeps the visitor’s attention focused on whichever mode — speaking or showing — is active.
- Fixed - The avatar stays pinned in the chat sidebar tile at all times, regardless of whether the agent is talking or navigating a flow.
- Title - The headline on the welcome screen (defaults to your demo name)
- Description - A short message introducing the demo experience
- Button text - The label on the start button (defaults to “Get Started”)
- CTA text - The button label (e.g., “Schedule a call with our team”)
- CTA URL - Where visitors go when they click the button
- Highlight when stuck - Surfaces the CTA automatically when the agent reaches an impasse in the conversation
- Allow interruptions - When enabled, visitors can speak at any time, including while the agent is talking. Disable this if you want the agent to finish before accepting input.
- Allow mic input - When enabled (the default), visitors can speak to the agent using their microphone. When disabled, the microphone button is hidden from the player and visitors interact through text chat only. Disabling this also turns off Start with voice enabled automatically.
- Start with voice enabled - When enabled, the microphone is activated for visitors as soon as they join the demo. Only available when Allow mic input is on.
- Pace - Controls how quickly the agent progresses through the demo. Choose Relaxed to give visitors more time between moments, Default for automatic pacing, or Brisk for a faster experience. Contact your account team if this option isn’t visible in your workspace.
- Enable scheduling - Shows a calendar icon in the player toolbar
- Provider - Choose your scheduling tool: Calendly, Chili Piper, RevenueHero, HubSpot Meeting, or a default scheduler
- Scheduling URL - The URL for your scheduling page
- Button label - The label shown when hovering the button (defaults to “Book a meeting”)
Publish your Navattic Agent
Conversation Builder
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.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: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.
- Read exactly — The agent delivers the text you provide verbatim.
- Use as prompt — The text serves as context; the agent phrases it naturally.
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.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- 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.
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
Open the Resources section
Enter the URL
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.”
Save
Adding a file resource
Open the Resources section
Upload the file
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.”
Save
Testing with preview mode
Before sharing your Navattic Agent with prospects, use preview mode to test the experience without affecting your analytics or usage quota. To access preview mode, click Preview in the Navattic Agent editor. A banner at the top of the session indicates you’re in preview mode. Share the preview link with your team for internal testing — only the published live URL should be distributed to external prospects. Preview sessions differ from live sessions in these key ways:Version history
Navattic Agent version history lets you view past snapshots of your demo and restore any earlier version if a change doesn’t work as expected. Navattic automatically saves a new version each time you publish or make significant edits. Each version records when it was created and who made the change.Viewing version history
To open version history, click the Version history button (the clock icon) in the Navattic Agent editor toolbar. A drawer slides in from the right showing a timeline of all saved versions. Each entry in the timeline displays:- The version title and timestamp
- Who created the version
- A Live badge on the version currently published to visitors
- A Draft badge on the version you’re currently editing
Restoring a version
To restore a version:- Open Version history from the editor toolbar.
- Find the version you want to restore in the timeline.
- Click Restore on that entry. A confirmation prompt appears.
- Confirm the restore. The editor reloads with the restored content as your new draft.
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.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.
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.
- 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.
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.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.
Archiving a flow
To remove an entire flow from an environment, open the environment, select the flow, and choose Archive flow from the flow options menu. Archived flows are no longer shown to the agent during demos.Leads
The Agents section includes a Leads sidebar with pages for tracking who has engaged with your Navattic Agents.Visitors
The Visitors page lists individual visitors who have interacted with your Navattic Agents. For each visitor you can see which demos they engaged with, session duration, questions asked, and whether they converted.Accounts
The Accounts page groups visitor activity by company, giving you aggregate engagement data across all visitors from the same organization. To access Leads, navigate to Agents > Leads in the sidebar.Conversations
The Conversations page gives you a detailed view of individual Navattic Agent sessions. Navigate to Agents > Conversations to see a list of all sessions, including visitor name, demo used, session duration, and when it took place.Filtering conversations
Use the filter menu to narrow the conversation list by:- Demo — Show sessions for a specific Navattic Agent.
- Duration — Filter by session length range.
- Turns — Filter by the number of conversation exchanges (visitor messages plus agent responses) in the session. Use this to find high-engagement sessions or to exclude very short sessions.
Viewing a session transcript
Click any conversation to open the session detail page. The Transcript card shows the full back-and-forth between the visitor and the agent, with timestamps and signals detected during the session.Replaying a session
On any conversation detail page, click the Replay button in the transcript card header to open a fullscreen session replay. The replay includes:- Transcript — The complete conversation with timestamps.
- Capture playback — A synchronized recording of the agent navigating your environment, scrubbed to each conversation turn.
- Stage timeline — A visual indicator of which demo stage was active at each point in the session.
- Eval flags — Automated quality signals logged during the session.
Signals
Signals are workspace-level buying-intent indicators that the AI detects from visitor conversations across all your Navattic Agents. When a visitor’s words match a signal you’ve defined, the detection is logged and visible in your analytics. Navigate to Agents > Signals to manage your signals.Creating a signal
Add a category
Create a signal
Enable the signal
Viewing signal detections
Signal detections appear in the transcript on each conversation detail page, marked with the signal name and icon. Aggregate signal data — counts and daily trends — is available on the Signals page.Sharing Navattic Agents
After publishing your Navattic Agent, you’ll receive a shareable URL that you can distribute to prospects. When visitors access this link:
- They’ll be prompted to allow microphone access (if mic input is enabled for the demo)
- The agent will greet them with your configured presentation message
- A recording of your application will open, showing your pre-captured screens
- The agent will guide the visitor through relevant captures based on the conversation
Best practices
Follow these guidelines to create effective Navattic Agents: Start with clear objectives — Define specific goals for your agent before configuring behavior. What should prospects learn? What actions should they take? Provide comprehensive product context — The more information you give the agent about your product, the better it can answer questions and demonstrate relevant features. Test thoroughly before sharing — Run through several demo sessions yourself to ensure the agent behaves as expected and can handle common questions. Review session transcripts regularly — Check actual conversations to identify gaps in the agent’s knowledge or opportunities to improve responses. Update content as your product evolves — When you add features or change pricing, update your Navattic Agent’s product context to keep information current. Set appropriate guardrails — Be specific about what the agent should not promise or claim, especially around pricing, custom features, and implementation timelines.Frequently asked questions
What happens if the agent doesn't know the answer to a question?
What happens if the agent doesn't know the answer to a question?