SOLUTIONS / BUSINESS REQUIREMENTS
Start with the requirement. Select the function you need to support, then review the relevant product and its delivery scope.
Compare requirements REQUIREMENT TO PRODUCT
Five business functions. 01 Available
WEBSITES + GOOGLE ADS
Build a website. Run Google Ads. Website development and campaign landing pages, with Google Ads and measurement requirements defined in the project scope.
Website design and development Campaign landing pages Google Ads setup and management 02 Available
CRM + PEOPLE + PAYROLL + PAYMENTS
Connect customer and operational data. A business system for CRM, people administration, payroll integrations and customer-authorised payments.
CRM and people records Payroll provider integrations Payments and authorised direct debits 03 Available
WEBSITE + SYSTEM AUDITS
Identify website and system issues. An audit of the agreed website and system scope, with evidence, impact and priorities documented for review.
Website and configuration checks Performance and integration checks Findings and remediation priorities 04 Available
BUSINESS KNOWLEDGE + AI WORKFLOWS
Use approved business knowledge. An AI workspace for answers based on approved information, with source references, access controls and human review.
Approved knowledge sources Role-based information access Review of proposed AI actions 05 Available
VOICE + CHAT + ENQUIRY HANDLING
Qualify enquiries and arrange bookings. Voice and chat assistance for consented callbacks, qualification, appointments and handover to your team.
Consented lead callbacks Qualification and booking workflows Summaries and human handoff CROSS-PRODUCT WORKFLOWS
Plan the connections. These examples show how product scopes can relate. Provider access and integration work are confirmed for each project.
01 Website enquiry to customer record An example acquisition workflow connecting a website enquiry with a CRM record and an assigned follow-up.
01 Website Define the pages, campaign links and enquiry form.
Navi Studio 02 Enquiry Capture the agreed customer details and contact consent.
Navi Studio 03 CRM Map the enquiry to a customer record and follow-up task.
Navi Ecosystem 02 Audit findings to website changes Review the current website, prioritise the documented issues and scope the implementation work.
01 Audit Check the website and connections within the agreed audit scope.
Navi SecSystem 02 Fixes Separate critical issues from lower-priority improvements.
Navi SecSystem 03 Website Implement and validate the approved website changes.
Navi Studio An audit identifies and prioritises findings. Remediation and development are scoped separately.
Discuss this workflow 03 Approved knowledge to assisted enquiries An example assistance workflow using approved information to support enquiry handling and staff review.
01 Approved knowledge Select the business information and permitted user access.
Navi AI 02 Lead assistance Define qualification, consent and booking rules.
Navi AI Assistance 03 Human handoff Route the conversation and summary to the appropriate person.
Navi AI Assistance REQUIREMENTS REVIEW
Define the project scope. List the systems you use, the work you need to support and any integrations required. We’ll review the relevant product scope and implementation requirements.
Discuss requirements