# Navi

> Ask Navi to find publishers, place orders, research SEO and explain Serpier, then approve the actions it takes on your behalf.

Source: https://docs.serpier.com/navi

Navi is Serpier's assistant, and the home page you land on after you sign in. Ask it in plain language to find sites in the [Marketplace](https://docs.serpier.com/marketplace), fill your [cart](https://docs.serpier.com/cart), check on your [orders](https://docs.serpier.com/orders), or research keywords and [rankings](https://docs.serpier.com/seo-performance). Anything that spends money or changes something waits for your approval. To have Navi repeat a job on a schedule, set up an [automation](https://docs.serpier.com/automations). To hand it one piece of work, assign it a [task](https://docs.serpier.com/tasks).

![The Navi home page with the message box and three shortcuts](https://docs.serpier.com/docs-assets/navi-home.webp "A new chat. The shortcuts under the message box start common jobs.")

## Start a chat

1. Select **Ask Navi** in the sidebar to open the home page. On any other page, the **+** beside it (**Open Navi assistant**) opens Navi on top of the page you are on.
2. Type your question in **How can I assist you today?**, or pick a shortcut: **Find relevant publishers**, **Create Navi automation**, or **Setup AI visibility** (shown when AI Visibility is in your plan).
3. To give Navi something to work from, select **Add file** and attach up to 5 files: CSV, images, or PDF. Each file can be 10 MB, and a PDF can be 2 MB.

While a reply is coming in, **Stop generating** stops it. If a reply never arrives, **Retry** sends your last message again.

![Navi open in a panel on top of the Orders page](https://docs.serpier.com/docs-assets/navi-overlay.webp "Navi over the Orders page, opened with the + beside Ask Navi.")

## Find an earlier chat

**New chat** starts a fresh thread, and you can rename it from its title in the header. **Show history** lists your chats by date, with pinned and archived chats kept apart. Search them with **Chat history**, or rename, pin, or archive a chat from its row.

A mark on a row tells you the chat **Needs approval**, is **Working**, or has a **New reply**.

## What Navi can do

- **Buy publications**: search the Marketplace, add placements to your cart, and place an order.
- **Follow up**: look up your [projects](https://docs.serpier.com/projects) and orders and tell you where they stand.
- **Research**: keywords, rankings, backlinks, and page speed from [SEO Performance](https://docs.serpier.com/seo-performance), and your [AI Visibility](https://docs.serpier.com/ai-visibility) results.
- **Use the web**: search the web, read a page, and write files for you.
- **Use your apps**: work in the apps you connect under [Connections](https://docs.serpier.com/connectors), from Google Analytics and Shopify to your CRM and ad accounts. On a new chat, **Get better answers from your apps** opens **Connectors**.
- **Explain Serpier**: when you ask how something works, it searches these docs and links the page it used.

Each action shows in the chat with its name and a status such as **Running**, **Done**, **Failed**, or **Needs approval**.

## Approve or decline an action

Some actions wait for you before they run. The chat shows **Waiting for tool approval…** and the action shows **Needs approval**.

- **Approve**: runs this one action. The menu on **Approve** also has **Approve for this session** and **Always approve**.
- **Decline**: stops it. The action then shows **Declined**.

Before Navi places an order, it tells you the order creates an invoice. You pay it from the [order page](https://docs.serpier.com/orders#what-needs-your-attention) or from the email Serpier sends.

> Navi can make mistakes. Check anything important before you approve it.

## Work with files

**Files**, in the menu (**Open Navi menu**), lists what you upload and what Navi writes. Files are private between you and Navi. You can add text, CSV, JSON, XML, Markdown, PDF, Word, Excel, and common image files. Open a file to preview, download, or delete it. On the home page, the same menu also has **Connectors**.

## When you run out of credits

If a run needs more Navi credits, the chat offers **Manage subscription** and a button to buy a pack of Navi credits. The button shows the price when one is available. Plans and credit packs are explained in [Billing](https://docs.serpier.com/billing).

## Related

- [Automations](https://docs.serpier.com/automations.md)
- [Tasks](https://docs.serpier.com/tasks.md)
- [Connections](https://docs.serpier.com/connectors.md)
- [Billing](https://docs.serpier.com/billing.md)