After installing and configuring NAVAX Knowledge Assistant, complete the following steps to get the system ready for use.
Initial Setup Checklist
1. Enter the Backend URL and API Key
Open Knowledge Assistant Setup and enter the Backend URL provided by NAVAX and the Tenant API Key issued for your tenant. The system will automatically retrieve and display the connected tenant name.
For more information, see Setup, Knowledge Assistant Setup.
2. Sign the Data Processing Agreement
Choose View / Sign DPA and accept the agreement before using the system in production.
For more information, see Setup, Data Processing Agreement.
3. Upload Knowledge Base Documents
Open Knowledge Base Files and upload the documents your users will query. Add PDFs, Word documents, or scrape relevant web pages.
For more information, see Working with the App, Knowledge Base.
4. Enable Feedback (optional)
Enable the Enable Feedback toggle to allow users to rate answers and build up a verified answer base over time.
For more information, see Working with the App, Feedback.
5. Assign Permission Sets
Assign NVXCHT, SETUP to administrators and NVXCHT to all users who should have access to the chat.
For more information, see General, NAVAX Knowledge Assistant.
6. Configure OAR
If your organization uses the OAR (Own Azure Resources) plan, NAVAX enables it for your tenant. Once the OAR Plan (Own Azure Resources) field shows Yes, fill in the Azure credentials and run Provision Azure Resources.
HttpClient Requests
The Knowledge Assistant communicates with the NAVAX backend via HTTP. In a sandbox or test environment, HTTP requests are blocked by default. Enable them in the extension settings:
Go to Extension Management → find NAVAX Knowledge Assistant → click the three dots → Extension Settings.
Enable the checkbox Allow HttpClient Requests.
Related information
General, NAVAX Knowledge Assistant NAVAX Knowledge Assistant is an AI-powered information assistant integrated directly into Microsoft Dynamics 365 Business Central. It answers questions from your employees based on your company's own documents and knowledge base...
Setup, Knowledge Assistant Setup 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...
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, Knowledge Base The knowledge base is the collection of documents and content that NAVAX Knowledge Assistant uses to answer questions. The better the knowledge base, the more accurate and relevant the answers...
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...
Setup Tasks
