Knowledge Agent

Acts as a digital copilot, guiding users step-by-step through unfamiliar processes and surfacing learning opportunities so employees can quickly adopt new best practices.

Navi’s Knowledge Agent helps users quickly find answers to procurement and platform-related questions using natural language. By asking a question directly in the chat or selecting Search Document Library, users can access guidance on how to use Coupa, complete tasks, or locate specific information.

The Knowledge Agent draws from a range of trusted sources, including Coupa’s documentation, help resources, and—when enabled—organization-specific content such as internal policies and homepage materials. For customers using Coupa Sourcing Optimization, relevant guidance from CSO resources can also be included.

Responses combine general AI-generated explanations with direct references to source materials, allowing users to both understand the answer and explore the original content in more detail. When available, links to supporting documents are surfaced alongside the response for easy access.

When organizational content is included, Navi prioritizes company-specific policies and files to ensure answers are aligned with internal guidelines and context. Access to certain sources may vary based on user permissions.

If a question falls outside of Navi’s domain, the experience guides users back to relevant topics by suggesting follow-up questions or areas where it can provide support.

Overall, the Knowledge Agent acts as an intelligent guide, helping users get accurate, contextual answers without needing to search across multiple systems.