Apps and Navi Apps

Apps turn project data into focused interfaces for a particular decision or workflow.

On this page

Understand the Apps section

The project sidebar combines two kinds of app:

  • Built-in apps are Parsewise workflows enabled for an organisation or project.
  • Navi Apps are project-specific interfaces generated from a description you give Navi.

Only enabled built-in apps and Navi Apps marked for the sidebar are listed directly. Open Manage apps to see the complete set available to you.

Create a Navi App

From the Apps menu:

  1. Select New app.
  2. Describe the interface and the users’ task in plain language.
  3. Name the agents and results the app should use.
  4. Describe important controls, filters, calculations, and source links.
  5. Review Navi’s work and open the finished app.

For example:

Create a claims review dashboard. Show open claims by risk rating, allow filtering by region, and link every claim to its Parsewise result.

Navi reads the project’s agents and results, builds the interface, and tests it against the same project data. Specific prompts produce more useful apps: describe the decision the user needs to make, not just a preferred layout.

Improve an app

Open a Navi App and use Improve with Navi to request changes. Explain what should happen, which data should drive it, and how you will know the change worked.

Useful requests include:

  • Add a filter for a named dimension.
  • Link a displayed value to its result or source document.
  • Add a calculated summary over existing values.
  • Change labels or the order of sections.
  • Add a download for data produced by the app.
  • Plot addresses with a Google Maps embed.

Check important calculations and links against the Results page after an update.

Manage Navi Apps

Open Manage apps to:

  • Open an app.
  • Rename it.
  • Choose its sidebar icon.
  • Show or hide it in the project sidebar.
  • Delete it and its stored files.

Deleting a Navi App cannot be undone. It does not delete the project’s agents, documents, or results.

Users with read-only project access can open visible apps but cannot create, edit, or delete them.

Data access and navigation

Navi Apps run in a sandboxed frame. They can read project data through the Parsewise bridge, but they do not receive unrestricted access to the application or its credentials.

Apps can navigate to supported project pages such as Documents, Agents, Results, and Navi. Links should use the project-relative routes supplied by Parsewise rather than constructing external application URLs.

When an app displays extracted data, include links back to the relevant result or document so users can verify its source.

Embeds and downloads

Navi Apps can provide downloads generated by the app. Treat downloaded files as a presentation of current project data and verify them before using them downstream.

Location views can use keyless Google Maps embed URLs. Do not put a Google Maps API key or other secret in an app. Other external frames are blocked.

Never ask Navi to embed credentials, API keys, access tokens, or private third-party endpoints in generated HTML or JavaScript.

Built-in apps

Built-in apps support workflows such as evaluation, insights, report generation, file editing, reconciliation, deal review, and industry-specific analysis. The exact list depends on organisation features and project-level module settings.

Organisation administrators can use project module controls to enable or disable available apps for a particular project. A project override can differ from the organisation default.

Built-in apps may have their own prerequisites, such as particular agent names, dimensions, templates, or data shapes. Follow the guidance shown inside the app. Contact support@parsewise.ai to discuss an app that is not enabled for your organisation.

For the Evaluation Engine, see Testing and evaluating agents.