Using Navi

Navi is the conversational workspace for asking questions about a project and turning those questions into repeatable analysis.

On this page

Start a conversation

Open Navi from a project’s sidebar and enter a question or task. Press Enter to send, or Shift+Enter to add a line.

Useful starting prompts include:

  • Summarise the termination provisions in these contracts.
  • Show revenue by company and year.
  • Why is the Net Debt result missing for page 5?
  • Create an agent that extracts annual rent in USD.
  • Calculate the year-over-year change in revenue.

Use New Chat to start without the current conversation and Chat History to search, rename, delete, or resume earlier chats. Navi is also available in a pop-out window so you can keep it open while moving around the app.

Choose the context

Navi can use documents, agent results, and the current project context. Use the Data Explorer to browse Agents and Documents, then select the items relevant to your question.

You can also:

  • Type @ to mention a document or agent.
  • Drag an item from Data Explorer into the message.
  • Drag files into the chat to upload them.
  • Select Explore with Navi from a document, agent, or result.

Selected items appear as context pills. Select a pill to preview it or remove it before sending. Narrow context is useful for precise questions; leave the selection broad when Navi needs to compare the whole project.

Check citations

Navi places numbered citations after claims supported by project or web sources. Select a citation to open its preview.

Citations can point to:

  • An agent extraction, including its relevant passage and source page.
  • A web result produced by an agent with web search enabled.
  • A page in an uploaded document.
  • An external page found by Navi’s own web search.

Expand the Sources list below an answer to see every cited source. Document citations can show the original page and bounding boxes. Unmatched citations display ?, which can happen if their source was deleted.

Treat citations as part of the answer: verify important conclusions against the source passage rather than relying on the generated summary alone.

Create and update agents

Describe the information you need and Navi can propose one or more agents. Review each proposed name, task, value type, dimensions, and advanced options before selecting Create & Launch.

Select Skip & Answer when you need a one-off answer without adding a reusable agent. Create an agent when the value should remain in Results and update on future runs.

Navi can also update an existing agent, add dimensions, set a default value, and enable web search. Changes that alter result identity or extraction behavior show a destructive confirmation because existing extractions will be cleared and rerun.

For reusable calculations based on other agent results, ask Navi to create a derived agent. Navi can propose the required extraction agents and derived agent together.

Analyse results

Navi can query extracted results and run Python for calculations such as totals, averages, comparisons, and growth rates. Ask it to explain the inputs and cite the results used in a calculation.

For large or multi-step investigations, use Deep Analysis when it is available. Navi displays an activity panel while it selects tools, queries data, or proposes changes. The context graph shows how items in the conversation relate to one another.

Use the inline Results pane to inspect project values without leaving the conversation. For full filtering, source review, and exports, open Working with results.

Turn on web search in the message input when the answer requires current external information. External sources are distinguished from uploaded documents in citations.

Web search in Navi is separate from web search on an agent:

  • Navi web search supports the current conversation.
  • Agent web search supplements that agent’s reusable Results values on every run.

Only use web search for public information. Leave it off when the answer should be grounded exclusively in uploaded documents.

Add voice and visual context

Use the microphone button to dictate a message. Review the transcription before sending when names, figures, or specialist terminology matter.

You can attach a screenshot when the visual state of a document or the app helps explain your question. Do not attach unrelated or sensitive material that the project does not need.

Understand confirmations and limits

Navi asks for approval before applying proposed configuration changes. Pay particular attention when a change will:

  • Clear existing extractions.
  • Change dimensions or project row shape.
  • Rerun downstream derived agents.
  • Enable an external search.

Navi does not convert an existing extraction agent into a derived agent, or vice versa. Ask it to create a new agent of the required kind.

Navi can help navigate the platform and perform many project tasks, but availability depends on your role, organisation settings, and enabled features.

Build an app

When a result needs a purpose-built interactive interface, ask Navi to create a Navi App. See Apps and Navi Apps for creation, management, and security details.