Question 1

What is NAVIZIX in one paragraph?

Accepted Answer

NAVIZIX is the digital head office for independent businesses. It combines a diagnostic engine (Business DNA), a navigation layer (Route Map), three operating Twins (Launch, Growth, Exit), an automation builder, an integrations hub, an AI tools bench, a verified trust layer, a senior advisor network and benchmarks — on one desk.

Question 2

How do I sign up and log in?

Accepted Answer

Go to /auth/signup, create an account with email + password or use Google SSO. After verifying your email you're taken to the onboarding wizard. To come back later, use /auth/signin. Forgot your password? Use /auth/forgot to receive a reset link.

Question 3

What happens in onboarding?

Accepted Answer

We ask 6 quick questions about your business: name, category, location, team size, revenue band and your top 3 priorities. That seeds your workspace, picks a starter Route Map, and queues your first DNA scan. You can change anything later in Settings.

Question 4

I see a 'Free for life' voucher field — what is it?

Accepted Answer

If you've been given a partner voucher (accountants, accelerators, partner orgs), paste it on the pricing page or in Settings → Billing. Valid codes upgrade you immediately. Codes are validated server-side and one per account.

Question 5

Where is the main navigation?

Accepted Answer

Left sidebar, organised into 6 sections: Workspace, Twins, Build, Intelligence, External Network and Operate. On mobile, tap the menu icon (top-left). The top bar holds search (⌘K), notifications and your profile.

Question 6

Overview (/app/overview) — what should I check?

Accepted Answer

Top KPI strip = the 6 numbers that matter (DNA score, revenue 30d, bookings, rating, response time, automation coverage). Below it sits your DNA radar vs target/peers, your revenue trend, the live HubSpot/CRM widget with real contacts and pipeline, and your next 3 milestones. Click any KPI's (?) icon for the formula.

Question 7

Cockpit Mode (/app/cockpit) — when do I use it?

Accepted Answer

When you want a one-screen flight-deck view: live gauges, alerts and the 'next best action'. Designed for daily standups and second-screen displays. Switches between Dashboard, Analytics, Forecast and Reports modes from the top tabs.

Question 8

Business DNA (/app/dna) — the diagnostic engine

Accepted Answer

Eight dimensions (demand, brand, response, ops, automation, reputation, search, retention) scored 0–100 against your peer cohort. Tabs: Summary (helix + score), Fingerprint (radar), Social Reach, Gap Analysis (current vs target), Root Causes (what's holding you back), Recommendations, Experiments, and Reports (export PDF). Run a new scan from the top button — pulls fresh signals from connected tools.

Question 9

Route Map (/app/route-map) — your turn-by-turn plan

Accepted Answer

The next 90 days as milestones on a London-styled map. Click a pin to see the playbook, owner, ETA and dependencies. Drag to reorder priorities; tick milestones to lock progress. Generates fresh after each DNA scan.

Question 10

How often do scores refresh?

Accepted Answer

DNA: weekly auto-scan (manual anytime). Demand Radar: every 4 hours. Revenue/bookings: real-time from connected finance tools. HubSpot CRM: every minute via the connector gateway.

Question 11

Launch Twin (/app/launch-twin) — for new businesses

Accepted Answer

A guided launch blueprint. Pick your business type (Startup, Retail, Service, F&B, Beauty, Other), get a tailored checklist with categories: Legal & Licenses, Premises, Suppliers, Tech Stack, Marketing Setup, Certifications, Brand Assets, Operations. Each item can be ticked, assigned, or expanded with the AI helper.

Question 12

AI Roadmap (/app/launch-roadmap) — generate the plan

Accepted Answer

Describe your business in 2-3 sentences. GPT-5 customises a 12-month roadmap with quarter-by-quarter milestones, dependencies, estimated effort, and links each milestone back to a Strategic Task. Click 'Push to Tasks' to populate your kanban.

Question 13

Strategic Tasks (/app/tasks) — the founder kanban

Accepted Answer

Four columns: Backlog, In Progress, Review, Done. Tasks have priority (P0/P1/P2/P3), quarter, owner, and due date. P0 = drop everything. Drag between columns to update status. Click 'New task' or open from the AI Roadmap to import.

Question 14

Growth Twin (/app/growth-twin) — top-quartile mirror

Accepted Answer

Shows what your business would look like in the top 25% of its cohort — revenue, ops, automation, team. The 'gap' panel ranks the 5 biggest improvements that would close it fastest, each linked to a playbook.

Question 15

Exit Twin (/app/exit-twin) — sale-ready twin

Accepted Answer

Always-on valuation using category multiples calibrated on UK/EU SME transactions of the last 36 months. Includes a Data Room (financials, contracts, IP, customer concentration), bidder simulator and readiness scorecard. Most owners check it monthly.

Question 16

Setup Studio (/app/setup-studio) — first-day setup

Accepted Answer

Templates for the most common business types pre-wire your integrations, automations, KPIs and reports in one click. Customise after applying — nothing is locked.

Question 17

Brand Studio (/app/brand-studio) — your brand book

Accepted Answer

Generate a full brand manual: logo variants, colour palette (oklch tokens), typography pair, voice guidelines, social templates. Export as PDF (single click — html2canvas + jspdf are lazy-loaded so it only fires on demand). Each page is editable and re-exportable.

Question 18

Automation (/app/automation) — node canvas

Accepted Answer

Visual builder with 200+ pre-wired templates. Triggers (webhook, schedule, form, CRM event), conditions, actions (send, create, update, AI), and human-in-the-loop checkpoints. Fork any template to start, then edit nodes by clicking them.

Question 19

Integrations (/app/integrations) — connect your stack

Accepted Answer

Stripe, Xero, QuickBooks, HubSpot, Salesforce, Shopify, WooCommerce, Google/Meta Ads, GA4, Calendly, Slack, Teams, Mailchimp, Klaviyo, Trustpilot, GBP and 40+ more. Each connector tile shows status (green/amber/red), last sync, and a test button.

Question 20

Data Intake · AI (/app/data-intake) — drop in messy data

Accepted Answer

Paste a spreadsheet, CSV, email thread or screenshot — AI extracts the structured data and routes it to the right table (contacts, sales, expenses, leads). Confirm or edit before commit. Useful when migrating from legacy tools.

Question 21

Developers · API (/app/developers) — the API layer

Accepted Answer

Generate API keys, view request logs, browse endpoints (REST + webhooks), test from the in-app console. Read-only by default; ask Support to enable write scopes.

Question 22

Payments (/app/payments) — accept payments

Accepted Answer

Connect Stripe (or your existing PSP) for invoices, subscriptions and payment links. Free tier built-in; add custom flows in Automation.

Question 23

AI Tools (/app/ai-tools) — pre-tuned helpers

Accepted Answer

Reply drafter, content rewriter, brief generator, meeting summary, root-cause analyser. Each tool has a model selector (Gemini 2.5 Flash / GPT-5 / GPT-5.5) and an estimated cost per run.

Question 24

AI Coach (/app/coach) — your operating coach

Accepted Answer

Conversational AI with full read access to your DNA, route map and KPIs. Ask 'why did response time go up last week?' and it pulls the data and explains. Chat history is private per user.

Question 25

Benchmarks (/app/benchmarks) — peer comparison

Accepted Answer

Filter by city, sector and stage. Shows median, top-quartile and your position on 30+ KPIs (margin, CAC, response time, retention, automation %). Click any KPI to see how peers achieve it.

Question 26

Demand Radar (/app/demand-radar) — what people want

Accepted Answer

4-hour refresh of search trends, social signals and ad CPCs in your category and city. Spike alerts surface opportunities; dip alerts warn before revenue moves.

Question 27

Competitor Map (/app/competitor-map) — who's nearby

Accepted Answer

Plots competitors on a map with their rating, review count, opening hours, price level, and recent changes (new product, new location, pricing move). Set watchlist alerts on specific players.

Question 28

Verified Trust (/app/verified) — Blue & Gold Tick

Accepted Answer

Submit evidence (Companies House, ID, insurance, outcomes ledger) → reviewed in 3-5 days for Blue Tick, 2-4 weeks for Gold. Tick renders on your public profile, booking pages, proposals and emails. Auditable evidence trail.

Question 29

Experts (/app/experts) — Encore advisors

Accepted Answer

Vetted network of senior 60+ operators (ex-CFOs, brand directors, ops chiefs). Filter by expertise, book sessions from £180-£320/h. Operator and Headquarters plans include monthly credit.

Question 30

Affiliate & Partners (/app/affiliate) — earn credit

Accepted Answer

Refer paying customers, earn 10% lifetime credit. After 10 paid referrals on Headquarters tier you get NAVIZIX free for life. Trackable link in your profile; dashboard shows clicks, signups, conversions, revenue, payout.

Question 31

Reports (/app/reports) — generate & share

Accepted Answer

Quarterly performance reports (PDF + share link), investor packs, advisor briefs, custom KPI dashboards. Templates per stage (early/growing/scaling/exit-ready). Generated on demand; cached for 24h.

Question 32

Inbox (/app/inbox) — unified messages

Accepted Answer

Email, WhatsApp, Instagram DMs, SMS in one queue. AI-suggested replies; assign to teammates; SLA timers. Connect channels from Integrations.

Question 33

Team (/app/team) — invite & assign roles

Accepted Answer

Roles: Owner, Operator, Analyst, Advisor, Viewer. Each role has scoped permissions on DNA, finances, automations and exports. Invite by email; SSO available for paid plans.

Question 34

HR Performance (/app/hr-performance) — people ops

Accepted Answer

Org chart, role scopes, 1:1 cadence with action tracking, quarterly reviews, pulse surveys, attrition forecasts, hiring scorecards, commission schemes (% revenue / % profit / fixed / tiered).

Question 35

Support (/app/support) — tickets & docs

Accepted Answer

Open a ticket with full page context. Median first response under 8h on Operator, under 2h on Headquarters. Each ticket logs an audit trail; admin replies trigger in-app notifications.

Question 36

Settings (/app/settings) — preferences

Accepted Answer

Business info, currency, timezone, branding, billing, team, security (2FA, IP allowlists), notifications, data export & delete. Changes are audit-logged.

Question 37

Which plans are available?

Accepted Answer

Starter (free), Operator (£149/mo), Headquarters (£399/mo) and Enterprise (custom). Save 50% on yearly billing. À la carte 'Build your plan' lets you pick individual products from £10-£40/mo each, with the verified trust layer as an add-on.

Question 38

Can I cancel anytime?

Accepted Answer

Yes — Settings → Billing → Cancel. One click. Data exports available for 90 days after cancellation.

Question 39

Refund policy?

Accepted Answer

15-day money-back guarantee on every paid tier, no questions asked. After 15 days we consider partial refunds case by case.

Question 40

Where is my data stored?

Accepted Answer

UK and EU data centres only. No replication outside UK/EU without explicit opt-in. ICO-registered, GDPR-compliant, DPA available on request.

Question 41

Can I export or delete everything?

Accepted Answer

Yes, Settings → Data. Export = JSON + CSV bundle. Delete = permanent after a 30-day grace period.

Question 42

How are passwords protected?

Accepted Answer

Bcrypt + breached-password screening via HIBP — any password ever leaked in a public breach is blocked at signup and password change.

Question 43

Is 2FA available?

Accepted Answer

Yes, Settings → Security. TOTP authenticator (Authy, Google Auth, 1Password). SMS not used for 2FA on security grounds.

Question 44

Do you support SSO?

Accepted Answer

Google SSO on all plans. SAML SSO (Okta, Azure AD) on Headquarters and Enterprise.

Question 45

Who can see my financial data?

Accepted Answer

Only Owner and Admin roles. Operators see operational metrics only. Analysts see anonymised cohort data only. Every export action is audit-logged.