> ## Documentation Index > Fetch the complete documentation index at: https://developers.perform.ai/llms.txt > Use this file to discover all available pages before exploring further. # AI Navigator > The assistant in the Perform.AI portal that answers questions about features, your account setup and your shipments, with links to act. **Available to all Platform customers.** AI Navigator is switched on per account. ## 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 | Question type | What AI Navigator does | | - | - | | How a feature works | Answers from the feature documentation and FAQs maintained by the Customer Success team, filtered to the features in your subscription, with step-by-step guidance where it exists. | | Where to go | Includes a link to the relevant portal page in the answer. | | Your own setup | Counts of Tracking Pages, email notifications, SMS notifications, campaigns and checkout widgets, in total and active. | | A shipment | Finds a shipment or order by reference and returns its status and relevant information. | | A report | A question that starts as an investigation can end as a report: ask about a shipment, ask what else looks like it, then ask for a report on what you found. AI Report Builder takes the request from there. See [AI Report Builder](https://developers.perform.ai/products/ai-decision-intelligence/ai-report-builder.md). | 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. 1. Open any page of the portal. The AI Navigator panel is on the right. 2. If the panel is minimised, select the AI icon to open the chat. 3. Type your question and send it. ## FAQ ### How accurate are its answers? It answers from the Perform.AI product documentation and your own account data, filtered to what your subscription includes. Answers are as current as the documentation behind them, which the Customer Success team maintains. When it cannot answer with confidence, the Customer Success team is one click away. ### Can AI Navigator change a setting for me? No. It answers and links you to the page where the setting lives. You make the change there. ### We already use Claude or Copilot. Why another assistant? They do different jobs. AI Navigator works inside the portal and knows Perform.AI and nothing beyond it. Your own assistant, connected through the Perform.AI MCP server, brings your Perform.AI data into everything else you work with, such as your mail and documents. Most teams use both. See the [MCP overview](https://developers.perform.ai/mcp/overview.md). ### Can I ask in German, Spanish or French? Yes. AI Navigator detects the language of your message and continues the conversation in it. ### Can I go back to an earlier conversation? Yes. Select the clock icon in the chat to open your history, grouped by day, week and month, and select a session to continue it. ## Troubleshooting | Symptom | Cause | Fix | | - | - | - | | The AI Navigator panel is not visible | AI Navigator is not switched on for your account, or your role does not include it | Contact your account team. | | The answer does not mention a feature you know exists | Answers are filtered to the features in your subscription | Ask your account team about the feature. | | You need help the assistant cannot give | The question needs a person | Select **Need help?** to open live chat with the Customer Success team. | | A past conversation is missing from the panel | The chat is open on a new session | Select the clock icon to open the history and reopen the session. | ## Related * [AI Report Builder](https://developers.perform.ai/products/ai-decision-intelligence/ai-report-builder.md) * [MCP overview](https://developers.perform.ai/mcp/overview.md) * [Platform overview](https://developers.perform.ai/products/platform/overview.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.