Navi
Available now
Now live in Assist. Advisers with five meetings completed can start using Navi from the Meeting Summary screen.
What's new
What's new in Assist
Newly released and upcoming features, plus how to start using them.
Available now
What is Navi?
Navi is your intelligent adviser copilot, built into Assist to help you turn meeting conversations into polished, client-ready outputs faster. Available from the Meeting Summary screen, simply click the assistant icon in the bottom-right corner to open the Navi chat panel.
From there, you can ask Navi in plain English to answer questions about the meeting, refine your summary, or draft a follow-up email. Every response is based on the meeting transcript, with answers linked back to the relevant part of the conversation for complete transparency.
Curious about the latest recordings? Browse the video library.
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