The Knowledge Assistant Setup page is the central configuration point for the NAVAX Knowledge Assistant. Open it by searching for Knowledge Assistant Setup in Business Central.
General, Fields
Field
Description
Enable Feedback
Activates the thumbs up / thumbs down feedback bar below each chat answer. When enabled, users can rate responses and positively-rated answers are automatically added to the knowledge base as verified answers.
For more information, see Working with the App, Feedback.
Connected Tenant
The tenant name retrieved from the backend when the API key was saved. Confirms that the API key is valid and connected to the correct NAVAX backend tenant. This field is read-only.
DPA Signed
Indicates whether the Data Processing Agreement has been accepted for this tenant. Shown in green when signed, red when unsigned.
For more information, see Setup, Data Processing Agreement.
DPA Signed At
The date and time when the DPA was accepted. Visible only after signing.
Tenant API Key
The secret API key that authenticates this Business Central company with the NAVAX Knowledge Assistant backend. The value is masked after entry. Changing the key will permanently delete all existing knowledge base documents.
Important
Keep the API key confidential. It is stored encrypted in Business Central Isolated Storage and is never transmitted in plain text.
Own Azure Resources (OAR), Fields
Enter your Azure details here to provision your own Cosmos DB and Azure OpenAI resources.
For more information, see Setup, Own Azure Resources (OAR).
Field
Description
Azure Subscription ID
The Azure subscription where Cosmos DB and Azure OpenAI will be provisioned.
Azure AAD Tenant ID
The Azure Active Directory tenant ID of the customer's Azure subscription.
Service Principal Client ID
The Application (Client) ID of the Service Principal used to provision Azure resources. The SP must have the Contributor role on the subscription.
Service Principal Secret
The client secret of the Service Principal. Stored encrypted. Visible as masked after entry.
Azure Region
The Azure region for provisioning (e.g. westeurope, swedencentral, eastus). Must support Azure OpenAI model deployments.
Cosmos DB Account Name
The globally unique name for the Cosmos DB account to be created. Must be 3–44 lowercase letters, digits, and hyphens.
Database Name
The name of the database inside the Cosmos DB account. Defaults to ChatbotDB.
Provision Status
The current status of the Azure resource provisioning job: Not Started, Provisioning, Ready, or Failed. Read-only.
Provision Error
The error message from the last failed provisioning attempt. Visible only when status is Failed. Read-only.
Actions
NAVAX License Management
Opens the NAVAX License Management overview, which shows the license status of the installed NAVAX extensions.
For more information, see Appendix, NAVAX License Management.
Manage Tenants
Opens the tenant list for administrators to create, view, or delete tenants and manage their DPA status. Visible to administrators only.
View / Sign DPA
Opens the Data Processing Agreement. Use the Accept DPA button inside to sign it.
For more information, see Setup, Data Processing Agreement.
Update Backend Info
Sends your organization's name and address to the backend, where it is used on the Data Processing Agreement when it is signed.
For more information, see Setup, Data Processing Agreement.
Test Backend Connection
Sends a test request to the configured backend URL and shows whether the connection is successful.
Clear Feedback Data
Permanently deletes all thumbs up/down feedback records for this tenant. A confirmation is required before deletion.
For more information, see Working with the App, Feedback.
Provision Azure Resources
Starts the automated creation of Cosmos DB and Azure OpenAI resources in the customer's Azure subscription. Returns immediately — use Check Provision Status to monitor progress. Available when the OAR status is Not Started, Failed, or Ready (re-provision). The DPA must be signed first.
For more information, see Setup, Own Azure Resources (OAR).
Check Provision Status
Polls the provisioner for the current status of the Azure resource creation job. Available when status is Provisioning.
For more information, see Setup, Own Azure Resources (OAR).
Related information
Setup, Own Azure Resources (OAR) The OAR (Own Azure Resources) plan allows customers to host their own Azure Cosmos DB and Azure OpenAI resources. NAVAX hosts only the Function App for compute; all data remains in the customer's own Azure subscription...
Setup, Data Processing Agreement Before using the NAVAX Knowledge Assistant, your organization must accept the Data Processing Agreement (DPA). The DPA governs how data submitted to the AI backend is processed and stored in accordance with GDPR and applicable data protection regulations...
Working with the App, Feedback The feedback feature allows users to rate chat answers with a thumbs up or thumbs down. Positive ratings improve the knowledge base by adding verified answers for future queries...
Appendix, NAVAX License Management The NAVAX License Management page (in older versions NAVAX License Overview or NCEX License Overview) displays the current license status of the NAVAX extensions...
Knowledge Assistant Setup
