Navigate360 AI Tools (NavAI)

1. Select a student and click 'Message Student'.

• Paste your draft message and navigate to the Enhance with AI tab.

2. Click on 'Enhance with AI'.

• Choose how you'd like to improve your message using any combination of:
  • Prompt – Write your own instruction
  • Tone – Casual, Direct, Formal, Inclusive, or Urgent
  • Message Length – Short, Medium, or Long

3. Leave options blank to apply a general improvement, then click 'Enhance' to generate suggestions.

4. Review the enhanced message in the 'Preview Enhanced Message' window.

• You can enter a new prompt to make further edits if needed.

5. If you want to remove something specific, like a bulleted list:

• Enter a prompt (e.g., "remove the bullet points") and click 'Regenerate'.
• Use 'Version History' (top right) to go back to earlier drafts.
• When satisfied, click 'Use Enhanced'.

6. The enhanced message will automatically appear in the Message box, ready for you to send.

7. You can also enhance Message Templates.

• Use AI to personalize or adjust tone for saved templates.
• In Campaigns, merge tags like the student's first name and scheduling link will remain intact.

1. Navigate to the 'Reports' tab, select 'Standard Reports', and click 'AI Report Finder'.

• This opens a search bar where you can type questions or explore data.

2. Ask a question to explore the contents of a specific report.

3. Ask follow-up questions to better understand the data fields in the report.

4. You can also compare two reports side by side.

• Use this to decide which report better meets your needs.

5. Use 'AI Report Finder' to locate the relevant report and apply the appropriate filters.

• Clicking the "→ Students Report" link will open the report with filters automatically applied by the AI Filter Assistant.

6. The filtered report will open, ready for review.

7. To adjust filters, click 'AI Filter Assistant' in the top-right corner.

• You can type a request like “Add GPA > 3.0” and click 'Generate Filters' to apply.

• In this example, the 'AI Filter Assistant' added the GPA requirement.

8. You may also use the 'AI Report Finder' to explore ways to analyze data beyond what’s displayed in the report.

• It can provide guidance on tasks such as calculating campaign response rates or refining outreach strategies.

1. Navigate to the 'Reports' tab, select 'Standard Reports', and open a V3 report (e.g., 'Appointments Report'). 

2. Click the 'AI Filter Assistant' button in the report.

3. Describe the data you're looking for using everyday language (e.g., the type of appointments you want to see within a specific time range), then click 'Generate Filters'.

4. Review the data filters applied by the AI before running or saving the report.

5. Run or save the report as you would with any standard report.

Use Examples:

A. You can use the 'AI Filter Assistant' within the 'Students Report' to identify College of Business students who can be sent text messages.

• Review the filters applied by the AI for accuracy and relevance.

B. If you need to add a GPA requirement, click the 'AI Filter Assistant' button in the top-right corner, adjust your prompt, and click 'Generate Filters' to apply the new criteria.

• The AI Filter Assistant added the GPA requirement:

Yes. Message templates that use merge tags (like student first name or scheduling links) are fully supported. The AI-enhanced message will retain all merge tags.

Yes. Filters suggested by AI can be manually edited, added to, or removed—just like any standard report filter.

No. AI Report Finder only recommends reports that you already have permission to access. It respects your current user role and data visibility.

Yes. You can enhance both individual messages and pre-written templates—including public templates used in outreach campaigns.

Plain, natural language works best. For example:

• “Show appointments in the last 14 days without summaries”
• “Make this message more formal”
• “Filter students with GPA over 3.0 in the Business School”