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Partners

Partners are trusted service-provider records that Navaid may use as context when an advisor recommendation calls for outside support. Only System Admins can manage the platform-wide partner catalogue.

What the Partners tab supports​

Open System Admin → Partners to:

  • view all partner records;
  • see each partner’s categories and active/inactive state;
  • add a partner;
  • activate or deactivate a partner.

The current interface does not provide:

  • editing an existing partner;
  • deleting a partner;
  • recommendation, click or conversion analytics.

Plan entries carefully because correcting a name, description or URL may require creating a replacement record and deactivating the old one.

Categories​

A partner can belong to one or more categories:

  • Banking & finance
  • Legal & compliance
  • Talent & hiring
  • Market intelligence
  • Go-to-market
  • Operational setup

Choose only categories the provider can genuinely support. Over-categorisation makes advisor context less precise.

Add a partner​

  1. Open System Admin → Partners.
  2. Select Add Partner.
  3. Enter the partner name.
  4. Write a factual description of relevant services.
  5. Enter the official website URL.
  6. Select one or more categories.
  7. Confirm Add Partner.
  8. Review the new card and its status.

Use a direct, stable HTTPS website rather than tracking links.

Activate or deactivate​

An active record is eligible to be supplied to the advisor as partner context. An inactive record remains in the catalogue but should not be recommended.

Deactivate a partner when:

  • the relationship is paused;
  • services or territory no longer match;
  • the URL or description has become misleading;
  • due diligence needs review.

Deactivation does not remove earlier conversation text or historical summaries.

How partners can appear to users​

Active partner records are made available to the conversation system, so an advisor may mention a relevant provider during chat. A record’s presence does not guarantee a recommendation on every session.

The current Session Summary interface does not render a dedicated Recommended Partners or partner-analytics section. Do not tell users to expect one.

Catalogue quality checklist​

Before adding or keeping a partner active:

  • confirm the organisation and website;
  • verify UK-market relevance;
  • use neutral, supportable descriptions;
  • avoid unverified performance claims;
  • review category fit;
  • remove expired promotional language;
  • follow your organisation’s due-diligence process.

Navaid surfacing a record is not a substitute for procurement or legal checks.

Updating inaccurate details​

Because there is no edit control:

  1. deactivate the inaccurate record;
  2. add a corrected replacement;
  3. confirm the replacement is active;
  4. verify there is only one active representation of the provider.

Troubleshooting​

A partner is not mentioned​

Confirm it is active and categorised appropriately. Recommendations are contextual; the advisor may determine that no partner is relevant.

An old description still appears in history​

Historical messages and completed summaries are immutable records. Updating the catalogue affects future context only.

Duplicate records exist​

Deactivate the obsolete duplicates and leave one accurate active record.

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