Quick Start

Introduction

Navigator is an AI-powered workspace designed for teams to collaborate with AI, manage data sources, and build intelligent workflows - all within a secure, enterprise-ready platform.

Core Components

Navigator consists of several key parts that work together:

Navigator AI Chat

The core AI conversation engine that understands context, remembers previous interactions, and learns from your organization's data.

Team Workspace

Organizational structure with teams, projects, and role-based access control for secure collaboration.

Data Sources

Connect and integrate your existing tools, APIs, and knowledge bases to enhance AI capabilities.

AI Agents

Specialized AI assistants from our marketplace, each trained for specific business functions.

Want to learn more? Read our in-depth Introduction to understand all Navigator capabilities.

Getting Started

Project Structure

After setup, your Navigator workspace includes:

Your Organization/
├── Teams/
│   ├── Personal Team (private)
│   └── Shared Teams
├── Projects/
│   ├── Default Project
│   └── Custom Projects
├── Chats/
│   └── AI Conversations
└── Data Sources/
    ├── Knowledge Base
    └── Integrations

Key Features to Explore

Projects & Organization

Organize your AI chats into projects for better management. Each project can have its own:

• Dedicated AI agents
• Custom data sources
• Team access controls
• Shared knowledge base

Connect Your Data

Integrate your existing tools and data:

• SaaS Tools: Salesforce, HubSpot, Google Analytics
• Databases: PostgreSQL, MongoDB, MySQL
• APIs: Custom REST/GraphQL endpoints
• Documents: PDFs, CSVs, Excel files

Canvas Workspaces

Create visual workflows and mind maps with AI assistance:

• Drag-and-drop interface
• Real-time collaboration
• AI-powered suggestions
• Export to various formats

Configuration Examples

{
  "team": "Marketing",
  "members": ["alice@company.com", "bob@company.com"],
  "projects": ["Q4 Campaign", "Content Calendar"],
  "permissions": {
    "chat": "create",
    "data": "read",
    "agents": "use"
  }
}

{
  "name": "Sales Database",
  "type": "postgresql",
  "config": {
    "host": "db.company.com",
    "database": "sales",
    "ssl": true
  },
  "refresh": "daily"
}

{
  "agent": "Financial Analyst",
  "capabilities": [
    "Market analysis",
    "Portfolio optimization",
    "Risk assessment"
  ],
  "data_access": ["market_data", "company_financials"]
}

Quick Tips

Pro Tips

• Use Projects: Keep related chats organized in projects
• Share Wisely: Control who sees your chats with team permissions
• Connect Data Early: The more context AI has, the better it performs
• Try Different Agents: Each agent specializes in different tasks

Keyboard Shortcuts

• Cmd/Ctrl + K - Quick search
• Cmd/Ctrl + N - New chat
• Cmd/Ctrl + / - Toggle sidebar
• Cmd/Ctrl + Enter - Send message

What's Next?

Essential Guides

• Your First Chat - Create meaningful AI conversations
• Understanding Hierarchy - Learn Navigator's organizational structure
• Managing Teams - Set up and manage your teams

Advanced Features

• Using AI Agents - Master specialized AI assistants
• Canvas Workspaces - Build visual workflows
• Integrations Guide - Connect all your data sources

Best Practices

• Organizing Work - Structure for success
• Security Guidelines - Keep your data safe
• Collaboration Tips - Work effectively with teams

Need Help?

• Browse our full documentation
• Ask our AI assistant in any chat
• Contact support at support@signalflare.ai
• Report issues on GitHub

Congratulations! You're ready to transform how your team works with AI. Create your first chat →