NavantoAI

NavantoAI is the assistant built into Navanto. On the NavantoAI Chat page you can ask about anything in your organisation’s data, projects, tasks, contracts and the rest, and have it do work for you; it reads what is actually in Navanto now, not a copy. It is for your team; clients do not have it.

Chatting

Ask in plain words and the answer streams back. You can attach files, up to 5 per message of 8MB each, and the assistant can hand files back to you as downloads, and show photos from your projects.

Before it changes anything, it asks: it describes exactly what it is about to save, send or delete and waits for your agreement, and telling it to go ahead in your message counts as that agreement.

Clear chat wipes the conversation with no way back: on the web it goes immediately, with no confirmation; in the iOS app it asks first. Copy anything you need before you clear.

On the web a conversation stays with the browser tab you started it in; in the iOS app it picks up the same conversation each time you open the tab, until you clear it. Either way, after half an hour idle the assistant suggests a fresh chat; long conversations drift, and a new one usually answers better.

What it remembers

The assistant keeps a memory for your organisation: your conventions, preferences and standing context, shared across everyone’s conversations. Under Settings, on the Organisation page, Show summary writes you a summary of what it currently holds.

To correct it, tell the assistant in chat; it updates its own memory. Clear memory is for administrators only and cannot be undone.

Where else AI appears

• Risk briefing on a project reads across the whole job and writes up where the risk is.
• Generate today’s focus on your dashboard digests what needs your attention, when you ask.
• Analyse with AI on a drawing revision fills in details read from the sheet.
• Week summaries appear over each week of site updates, generated on a schedule.
• Generate description drafts a client update from the week’s site updates, for you to edit before sending.
• Generate price opens a chat set up to agree a variation’s price with you against your catalogue and contract, saving the agreed figure to the draft.

Check its work

AI can make mistakes, and Navanto says so wherever it appears. Read anything it produces the way you would a colleague’s first draft, especially anything going to a client or touching money.