Summary
AI Navigator is the AI assistant built into the Perform.AI portal, available from a side panel on every page. You ask a question in plain language, about how a feature works, about your own setup or about a shipment, and get the answer with a link straight to the page where you can act on it, with the Customer Success team one click away when you need a person.Who it’s for
Anyone who uses the portal. Customer service agents checking one shipment without clicking through several pages, marketing and operations teams asking how many notifications or campaigns are live, and new joiners who need the steps for a task without borrowing a colleague’s time. It answers the routine questions at once and hands the complex ones to people.Key benefits
- It answers only about what you have. Answers come from the Perform.AI feature documentation and FAQs, filtered to your subscription, so it never describes a feature you cannot use.
- It knows your setup, not only the product. Ask how many Tracking Pages, email or SMS notifications, campaigns or checkout widgets are set up, and how many are active, and get the count instead of opening every page.
- The answer comes with the page to act on. Responses include links to the relevant portal page, such as the Notification Center when you ask about notifications.
- A person is one click away. Switch to live chat with the Customer Success team from the panel or from the footer of the chat at any point.
- Ask in your own language. AI Navigator detects the language you write in and answers in it.
How it works
Where it appears
AI Navigator is a side panel on the right of the portal. It opens by default and can be closed and reopened from the AI icon. When the chat is closed, the panel minimises to two options: reopen the chat, or open live chat with the Customer Success team. With the chat open, drag the panel’s edge to change its width.What it answers
AI Navigator answers and links; it does not change your configuration. You make the change on the page it points you to.
Chat history
Select the clock icon in the top-left corner of the chat to see past conversations, grouped as Today, Yesterday, Previous 7 Days and Previous 30 Days. Select any session to reopen it and continue. Select the plus icon in the top-right corner to start a new conversation.Talking to a person
Select Need help? in the side panel, or Need help? Talk to our team in the footer of the chat. The AI chat closes and live chat with the Customer Success team opens. The team is alerted whenever you use this option.Set up in the portal
There is nothing to configure. AI Navigator is switched on per account; if you do not see the panel, contact your account team.- Open any page of the portal. The AI Navigator panel is on the right.
- If the panel is minimised, select the AI icon to open the chat.
- Type your question and send it.