> For the complete documentation index, see [llms.txt](https://docs.cresta.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cresta.com/readme/introduction-to-compass.md).

# Introduction to Compass

{% hint style="info" %}
**Summary**

Starting **July 23, 2026**, Director introduces two major updates: Compass, the new AI-powered support experience, and a refreshed navigation UI.\
Together, these updates make it easier to find information, navigate Director, and complete everyday tasks.

* **Compass** provides an AI Agent that answers product and feature questions, helps troubleshoot issues, and assists with creating support tickets.
* **Refreshed navigation UI** introduces a unified search and ask bar, breadcrumbs, a cleaner visual design, and simplified navigation for a more consistent experience.
  {% endhint %}

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

<figure><img src="https://2212331805-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2JPoJHYz9G6yt6oRbidb%2Fuploads%2F01gAKeCsFzkFjKHQbZzp%2Fmain-header-vid.gif?alt=media&amp;token=d8c23459-250d-4572-8e5f-fcf9d94f794a" alt=""><figcaption></figcaption></figure>

**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.

***

## Get started

> Starting **July 23**, you'll see a one-time onboarding modal when you sign in to Director. You can choose to **stay in the current experience** or **switch to the new navigation experience**. If you choose the new experience, Director will guide you through a short product walkthrough to help you get familiar with the updated navigation.

You can then follow it with your existing steps:

1. When the onboarding modal appears, click **Open New Experience**.
2. Click **Next** through the walkthrough.
3. Click **Got it** to start using the new navigation.

<figure><img src="https://2212331805-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2JPoJHYz9G6yt6oRbidb%2Fuploads%2F65vsl1WjeCphXXu5PW0L%2F3%20panel%20carousel.png?alt=media&amp;token=a0ef245e-4e76-428e-a966-6b5679a36ca1" alt=""><figcaption></figcaption></figure>

After you complete the walkthrough, click **Reopen tour** in the upper-right corner to launch it again at any time.

<figure><img src="https://2212331805-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2JPoJHYz9G6yt6oRbidb%2Fuploads%2Flx5fHNhRrhxdwEHf0TJB%2Freturnandswitch.png?alt=media&amp;token=0e86e94d-b122-4cc4-a6c6-8d11c51ab26d" alt=""><figcaption></figcaption></figure>

Click **Cancel** to dismiss the banner.

### Product Walkthrough

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2JPoJHYz9G6yt6oRbidb%2Fuploads%2FCrwLzSeiKZbOGER9q1H3%2Fcompass-intro%20(4).mp4?alt=media&token=bb69911b-93ad-4c0d-afb5-02d6c0dc7ef5>" %}

### 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.

<figure><img src="https://2212331805-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2JPoJHYz9G6yt6oRbidb%2Fuploads%2FqDMXs7zoX39fBvB5QpZH%2FUsecase.png?alt=media&amp;token=2d099f4f-029e-418e-9f91-788911f8bcbc" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="https://2212331805-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2JPoJHYz9G6yt6oRbidb%2Fuploads%2FZ20kWNpZ9WDLA7FXVT9G%2Fbreadcrumbs.png?alt=media&amp;token=0bf7a50b-ad95-4cd5-8afd-aa710de6f416" alt=""><figcaption></figcaption></figure>

### 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 + K**to open the search bar.

<figure><img src="https://2212331805-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2JPoJHYz9G6yt6oRbidb%2Fuploads%2FgHm8k51eqlzFEUTjpljB%2FSmart%20Search.png?alt=media&amp;token=977decc1-6d90-4e40-b49d-5023581ab5a9" alt=""><figcaption></figcaption></figure>

| **Search filters**          | <ul><li><strong>All:</strong> Displays all search results. </li><li><strong>Ask me more:</strong> Displays suggested questions that you can ask. </li><li><strong>Jump to:</strong> Displays links to matching modules and features. </li><li><strong>Admin:</strong> Displays administrator-specific options. This filter is available only to users with the Admin role.</li></ul> |
| --------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **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.

  <figure><img src="https://2212331805-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2JPoJHYz9G6yt6oRbidb%2Fuploads%2FbkJnyQzL5eOvcqpW1685%2FCompass%20Chat.png?alt=media&amp;token=ad5bdd4a-c2bf-4db0-9845-48209cdefe96" alt=""><figcaption></figcaption></figure>
* Compass generates responses using Cresta's knowledge base ([docs.cresta.com](http://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.<br>

  <figure><img src="https://2212331805-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2JPoJHYz9G6yt6oRbidb%2Fuploads%2FRIgVr86vqtV3droOlWas%2FAgent%20Response.png?alt=media&amp;token=1333aad7-9a97-4309-90f8-d82e4a8ee395" alt=""><figcaption></figcaption></figure>

### 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](https://docs.cresta.com/cresta-support/create-a-support-ticket-by-email#submit-a-ticket-via-cresta-director).&#x20;

<figure><img src="https://2212331805-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2JPoJHYz9G6yt6oRbidb%2Fuploads%2FPalkoX7XoaibcdkAH3c7%2Fcompasssupportbranded.gif?alt=media&amp;token=bd8b0a80-7066-4af0-8c6d-35ae4a8d0e02" alt=""><figcaption></figcaption></figure>

### Revert to Legacy UI

{% hint style="info" %}
**Note:** The new navigation experience will become the default experience in a future release. If you need more time to get familiar with the updated navigation, you can temporarily switch back to the current experience. We recommend using the new experience to become familiar with the updated navigation before it becomes the default.
{% endhint %}

You can return to the legacy UI at any time using one of the following options:

* **Profile settings:** Open your profile menu and click **Revert to legacy UI.**
* **Page banner:** Click **Return to classic**from the banner displayed at the top of the page.

<figure><img src="https://2212331805-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2JPoJHYz9G6yt6oRbidb%2Fuploads%2Fx5Fu9SG38ir8SIGUhSoB%2FReturn%20options.png?alt=media&amp;token=7749cb71-a5fc-416b-b9be-ebfcac5dd24b" alt=""><figcaption></figcaption></figure>

***

## 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.

<figure><img src="https://2212331805-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2JPoJHYz9G6yt6oRbidb%2Fuploads%2FZPe1dabaMmPzK34Bh9Gz%2Fimage.png?alt=media&amp;token=0583050e-fe03-416a-8fa5-28802d500109" alt=""><figcaption></figcaption></figure>

### Navigation changes

<table data-header-hidden data-search="false"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Change</strong></td><td><strong>Details</strong></td></tr><tr><td><strong>New section</strong></td><td>Discovery has been added as a new top-level section to group discovery-related features.</td></tr><tr><td><strong>Renamed</strong></td><td>Topic Discovery is now Conversation Reasons under Discovery.</td></tr><tr><td><strong>Moved</strong></td><td>Synthetic Customers has moved from Insights to Discovery.</td></tr><tr><td><strong>Moved</strong></td><td>Top Questions &#x26; Answers has moved from Insights to Discovery.</td></tr><tr><td><strong>New</strong></td><td>Automation Opportunities is now available under Discovery.</td></tr><tr><td><strong>New</strong></td><td>Behavior Discovery is now available under Discovery.</td></tr><tr><td><strong>Renamed</strong></td><td>Library is now Conversations Library under Coaching.</td></tr><tr><td><strong>Moved</strong></td><td>AI Feedback has moved from AI Agent to QM.</td></tr><tr><td><strong>Moved</strong></td><td>Custom Code has moved from AI Agent to System Config.</td></tr><tr><td><strong>Updated</strong></td><td>AI Agent now contains only AI Agents and Testing &#x26; Evaluation.</td></tr></tbody></table>

### Quick reference

<table data-header-hidden data-search="false"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Looking for...</strong></td><td><strong>You can now find it here</strong></td></tr><tr><td><strong>Topic Discovery</strong></td><td>Discovery > Conversation Reasons</td></tr><tr><td><strong>Synthetic Customers</strong></td><td>Discovery > Synthetic Customers</td></tr><tr><td><strong>Top Questions &#x26; Answers</strong></td><td>Discovery > Top Questions &#x26; Answers</td></tr><tr><td><strong>Automation Opportunities</strong></td><td>Discovery > Automation Opportunities</td></tr><tr><td><strong>Behavior Discovery</strong></td><td>Discovery > Behavior Discovery</td></tr><tr><td><strong>Library</strong></td><td>Coaching > Conversations Library</td></tr><tr><td><strong>AI Feedback</strong></td><td>QM > AI Feedback</td></tr><tr><td><strong>Custom Code</strong></td><td>System Config > Custom Code</td></tr></tbody></table>

## Director UI rollout timeline

{% stepper %}
{% step %}

### **July 23, 2026**

The new Director UI becomes available as an **opt-in** experience. When you sign in, you can choose to switch to the new UI or continue using the current UI.
{% endstep %}

{% step %}

### **August 20, 2026**

The new Director UI becomes the **default** experience for all users. If you need more time to get familiar with the updated navigation, you can temporarily switch back to the previous UI using the **opt-out** option.
{% endstep %}

{% step %}

### **September 24, 2026**

The previous Director UI is **deprecated** and is no longer available. All users will use the new Director UI.
{% endstep %}
{% endstepper %}

> **Note:** We recommend switching to the new Director UI as soon as it becomes available so you can become familiar with the updated navigation before it becomes the default experience.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.cresta.com/readme/introduction-to-compass.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.