Introduction to Compass

Starting September 24, 2026, the previous Director UI is deprecated and is no longer available. All users must use the new Director UI consisting of:

• Compass: AI Agent that answers product and feature questions, helps troubleshoot issues, and assists with creating support tickets.
• Refreshed navigation UI: With a unified search and ask bar, breadcrumbs, a cleaner visual design, and simplified navigation for a more consistent experience.

The refreshed UI introduces a modern visual design that is calmer, less cluttered, and aligned with Cresta's updated brand identity.

Key benefits

• Get accurate answers faster: Compass provides AI-generated answers grounded in Cresta's knowledge base instead of returning a list of documentation links.
• Stay within Director: Access support directly from Director without switching to a separate help site or support widget.
• Create support tickets with less effort: If Compass cannot resolve an issue, it guides you through a conversational ticket creation flow, identifies the ticket type, and submits the ticket, including file attachments, to Human Support. Compass automatically prepopulates your name and email from Director, reducing the information you need to enter when creating a support ticket.
• Search from a single location: Use the Compass-powered Search/Ask bar to find documentation, navigate to product pages, and check system status from one place.
• Receive up-to-date information: Compass retrieves answers from Cresta's actively maintained knowledge base, ensuring responses reflect the latest product documentation.

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Product Walkthrough

Use Case Picker

The Use case drop-down is available at the top of every page. Search for a use case, select it, and switch between use cases without leaving the current page.

Note: If you have a specific use case selected, such as Ocean Vacations, and then navigate to a page that displays data across the entire organization, the use case selector automatically changes to All use cases. This makes it clear that the information shown includes data from all use cases, not just the one you previously selected.

This behavior applies to pages such as:

• Dashboard Builder (except the Categories tab)
• Admin > Org Management
• System Config > Data Management
• Other pages that display organization-wide data

Breadcrumbs

The refreshed navigation introduces the discovery category, minimal page reorganization, and breadcrumb navigation. Breadcrumbs show your current location within the product and use case, making it easier to navigate complex areas of Director.

The breadcrumb trail appears at the top of every page and lists the current navigation path. Click any breadcrumb to return to that page. For example, if you are on the Opera > Checklist page, click Opera to return to the Opera page.

Compass Search

Use the unified AI-enabled search bar across Director to ask Compass questions, find pages, search documentation, and check system status.>Shortcut: Press Ctrl + Kto open the search bar.

Search filters	All: Displays all search results. Ask me more: Displays suggested questions that you can ask. Jump to: Displays links to matching modules and features. Admin: Displays administrator-specific options. This filter is available only to users with the Admin role.
Create support ticket	Click Create support ticket to create a new support ticket.
All Systems Operational	Click All Systems Operational to open the Cresta status page and view the current system status.

Compass Support Agent

Compass is an AI-powered support agent built on Cresta's first-party AI Agent platform. Use Compass to ask questions or create support tickets.

• Click the Cresta Support Agent icon in the upper-right corner to open Compass. Enter your question in the chat.

  
• Compass generates responses using Cresta's knowledge base (docs.cresta.com). Each response includes an answer and the source documentation. Sign in to the documentation site to open the referenced documentation.
• Each response also includes options to copy the response and provide Like or Dislike feedback. If you select Dislike, choose the reason for your feedback.

  

Support Ticket Creation

Open the search bar and select Create support ticket, or open Compass and enter a request such as 'File a ticket' or 'Create a support ticket'.

Compass opens a support ticket form. Some fields are prefilled based on your conversation with the AI Agent. Review the information, update it if needed, and click Submit.

Learn more here.

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Director Navigation

We've reorganized the Director navigation to make it easier to find related features. This update only changes how pages are organized in the navigation. No features or functionality have changed. Some pages have moved to new sections, a few have been renamed, and new sections have been introduced to better group related features.

Navigation changes

Change	Details
New section	Discovery has been added as a new top-level section to group discovery-related features.
Renamed	Topic Discovery is now Conversation Reasons under Discovery.
Moved	Synthetic Customers has moved from Insights to Discovery.
Moved	Top Questions & Answers has moved from Insights to Discovery.
New	Automation Opportunities is now available under Discovery.
New	Behavior Discovery is now available under Discovery.
Renamed	Library is now Conversations Library under Coaching.
Moved	AI Feedback has moved from AI Agent to QM.
Moved	Custom Code has moved from AI Agent to System Config.
Updated	AI Agent now contains only AI Agents and Testing & Evaluation.

Quick reference

Looking for...	You can now find it here
Topic Discovery	Discovery > Conversation Reasons
Synthetic Customers	Discovery > Synthetic Customers
Top Questions & Answers	Discovery > Top Questions & Answers
Automation Opportunities	Discovery > Automation Opportunities
Behavior Discovery	Discovery > Behavior Discovery
Library	Coaching > Conversations Library
AI Feedback	QM > AI Feedback
Custom Code	System Config > Custom Code