Create and Manage your Guides
Build an AI Guide for your any page that uses your content, your voice, and the skills you choose.
What this is for
A Guide is an AI experience you put on any page. It answers visitor questions using your content (through Knowledge Bases) in your brand voice (through a Brand Kit), and you control which kinds of answers it's allowed to produce. This article walks you through creating one from scratch, configuring it, and sharing it.
You can have as many Guides as you want — one for your marketing site, one for product docs, one tuned for sales conversations — each with its own URL, embed, and analytics.
Before you start
Guide must be enabled on your account. If you don't see Guide in your account, please reach out to the Navless team.
You'll also need at least one of each of the following set up in your account:
A Brand Kit — controls the voice, tone, and visual styling of your Guide.
A Knowledge Base — the content your Guide draws on to answer questions.
If you don't have these yet, set them up first. You'll be prompted to pick them when you create the Guide.
Step 1: Open the Guides list
Go to Guides in the left-hand menu.
Step 2: Create a new Guide
Click Create Guide.
In the modal, enter a Name for your Guide.
Select a Brand Kit from the dropdown.
Select one or more Knowledge Bases.
Click Create Guide.
You'll land on the edit page for your new Guide, with four tabs across the top.
Step 3: Configure the four tabs
Each tab covers a different part of how your Guide looks and behaves. Walk through them in order the first time.
General — identity and first impression
This is what visitors see when they land on your Guide.
Set the Name and URL slug (the slug shows up in the hosted link).
Add or remove Knowledge Bases. A single Guide can pull from several.
Enter a Welcome message that greets visitors.
Set titles for the suggestion area, the "pick up where you left off" prompt, and the help section.
Configure the side tab button text and choose whether to show the Guide's name on it.
Add Chat placeholders — up to five rotating prompts that appear in the chat box to suggest what to ask.
If you want visitors to be able to download answers as PDFs, configure the PDF description, and disclaimer(s).
Select the form to use with your Magic Link.
Behavior — how it talks and what it does when it can't help
Enter Skill Routing instructions to udge the Guide to prefer certain skills over others. For example, "prefer How-To over Answer for setup questions."
Enter Response Generation instructions to shape the tone, emphasis, phrasing, and length of responses. For example, "use a casual tone".
Set a Fallback CTA — a button label and URL that appears when the Guide can't answer. This is your safety net for routing visitors to sales, signup, or wherever you want them to go next.
Decide how visitors can personalize the Guide by selecting from a list of roles and intents, and whether to use AI-generated roles or custom ones you define.
⚠️ Important: Custom instructions can change how the Guide writes, but not what it draws from. They can't change which content is retrieved, which roles or intents are available, or the structure of any deliverable. If you need to change those, configure the Brand Kit, Knowledge Bases, or skills directly.
Skills — what kinds of answers it can produce
Skills are the different response types your Guide knows how to produce. Each one is shaped differently — a How-To looks different from a Business Case. Turn on the ones that fit your visitors:
Answer — direct answers to questions (always on)
Playlist — assembles a curated set of content
Diagnose — helps a visitor troubleshoot a problem
How-To — step-by-step instructions
Business Case — builds a written case for a decision
Solution Design — outlines a tailored solution
For each skill you turn on, you can optionally set an email gate — for example, "ask the visitor for their email after 3 responses from this skill." Disabled skills are removed from the Guide.
📝 Note: Answer is always on. You can't turn it off.
Branding — what it knows and how it looks
Confirm the Brand Kit powering the voice and visual style. One per Guide.
Upload a hero image.
Use the live preview on this tab to see your Guide with the chosen settings applied before you save.
Step 4: Save
Click Save at the top of the edit page. Your changes are live immediately on the hosted URL and any embed you've installed — there's no separate publish step.
Step 5: Share your Guide
You have three ways to get your Guide in front of visitors:
Analytics — every Guide gets its own dashboard with sessions, visitors, and traffic sources.
Copy Link — a hosted URL on your domain. Drop it in an email, post it on social, share it in sales outreach. Visitors land on the full-page Guide.
Generate Embed — a copy-paste snippet that puts the Guide on your page as a button or a chat input. Walks you through a short setup wizard.
What success looks like
Your Guide appears in the Guides list with a working hosted URL. When you open the link, the Guide greets visitors with your welcome message and rotating placeholders, answers in your brand voice, and uses your Knowledge Bases to draw responses. The skills you turned on appear as starter prompts; the ones you turned off don't.
If your brand changes later, you update the Brand Kit once and every Guide using it picks up the change.
Tips and gotchas
💡 Tip: Use the live preview on the Branding tab as your check before saving. There's no separate draft state, so the preview is the safest place to confirm your changes look right.
⚠️ Important: Email gates are configured per skill, not per Guide.
Common questions
Do I need to publish a Guide for changes to go live?
No. When you click Save, your changes are live on the hosted URL and any installed embed. There's no separate publish step.
Can I have more than one Guide?
Yes, as many as you want. Each Guide has its own entry in the list, its own URL, its own embed, and its own analytics dashboard.
What happens to my Guides if I update a Brand Kit?
Every Guide that uses that Brand Kit picks up the change automatically. You don't need to re-edit individual Guides.
Can custom instructions change which content the Guide answers from?
No. Custom instructions control tone, emphasis, length, and skill preference. To change what content the Guide can draw from, edit its Knowledge Bases on the General tab.
When should I ask visitors for their email?
Gate the skills that signal real intent — Business Case and Solution Design are common choices — and leave Answer ungated so visitors can ask quick questions without friction. Set the threshold (for example, "ask after 3 responses") high enough that visitors get value before they're asked.
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