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FeaturesIntegrations

Data Sources & Integrations

Connect your data to enhance AI capabilities

Navigator becomes more powerful when connected to your data. Integrations allow AI to access real-time information, analyze your business data, and provide contextual insights.

Types of Data Sources

Predefined Data Sources

Ready-to-use data feeds curated by Navigator:

  • Market Intelligence: Real-time market trends, consumer behavior
  • Customer Analytics: Customer profiles, segmentation, lifetime value
  • Competitive Intelligence: Competitor tracking, market positioning
  • Financial Markets: Stock prices, earnings, economic indicators
  • Industry Research: Reports, forecasts, analyst insights
  • Supply Chain Data: Logistics, inventory, supplier metrics

SaaS Integrations

Connect your existing business tools:

  • CRM: Salesforce, HubSpot
  • Analytics: Google Analytics, Mixpanel
  • E-commerce: Shopify, WooCommerce
  • Payments: Stripe, Square
  • Communication: Slack, Microsoft Teams
  • Development: GitHub, Jira
  • Calendar: Google Calendar, Calendly

Custom Connections

Build your own integrations:

  • Databases: PostgreSQL, MySQL, MongoDB
  • APIs: REST endpoints, GraphQL
  • Webhooks: Real-time data streams
  • Cloud Storage: AWS S3, Google Drive
  • File Uploads: CSV, JSON, Excel

How Integrations Enhance AI

1. Contextual Responses

AI can reference your actual data:

You: "What were our top selling products last month?"
AI: "Based on your Shopify data, the top 3 products were..."

2. Real-time Analysis

Get insights from live data:

You: "Show me customer churn trends"
AI: "Analyzing your Salesforce data, churn rate increased 15% this quarter..."

3. Predictive Insights

Combine multiple sources for forecasting:

You: "Predict Q4 revenue based on current pipeline"
AI: "Combining Salesforce pipeline and historical data, Q4 projection is..."

Setting Up Integrations

Step 1: Access Integrations

  1. Click "Integrations" in the sidebar
  2. Browse available connections
  3. Filter by category or search

Step 2: Connect a Data Source

For Predefined Sources:

  1. Click on the data source
  2. Review included data
  3. Click "Connect"
  4. Choose projects to share with

For SaaS Integrations:

  1. Select the integration
  2. Click "Connect"
  3. Enter credentials:
    • API keys
    • OAuth authentication
    • Connection URLs
  4. Test connection
  5. Save configuration

For Custom Connections:

  1. Choose connection type
  2. Provide connection details:
    • Database: Host, port, credentials
    • API: Endpoint, authentication
    • Webhook: Callback URL
  3. Configure sync settings
  4. Map data fields

Step 3: Manage Access

Control where data is available:

  • Organization-wide: All teams can access
  • Team-specific: Limited to certain teams
  • Project-specific: Only in selected projects

Integration Features

Automatic Sync

  • Real-time updates for live data
  • Scheduled syncs for batch data
  • Manual refresh options

Security

  • Encrypted credentials
  • Row-level security
  • Audit logs
  • Compliance certifications

Data Preview

  • See sample data before connecting
  • Verify field mappings
  • Test queries

Smart Suggestions

  • AI recommends relevant integrations
  • Based on your industry and use cases
  • Discovers data relationships

Sales Team Setup

Salesforce (CRM) +
Google Analytics (Web) +
Market Trends (Intelligence) =
Complete sales insights

E-commerce Analytics

Shopify (Store) +
Stripe (Payments) +
Customer Analytics (Profiles) =
360° business view

Development Workflow

GitHub (Code) +
Jira (Tasks) +
Slack (Communication) =
Integrated dev environment

Best Practices

1. Start Small

  • Connect one or two key sources first
  • Expand as you see value
  • Test with non-critical data

2. Organize by Project

  • Group related data sources
  • Keep sensitive data separate
  • Use clear naming conventions

3. Monitor Usage

  • Check sync status regularly
  • Review data freshness
  • Track query performance

4. Security First

  • Use read-only credentials when possible
  • Rotate API keys regularly
  • Limit access appropriately

Troubleshooting

Connection Issues

  • Verify credentials are correct
  • Check network/firewall settings
  • Ensure API limits aren't exceeded

Sync Problems

  • Review error logs
  • Check data formatting
  • Verify field mappings

Performance

  • Optimize query patterns
  • Use appropriate sync frequencies
  • Index key fields

Next Steps