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Apps

Apps are AI-powered surfaces built from Researcher templates and published directly into the Access Navigator.

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Once published, they appear in Navigator as a Quick Panel, Quick Action, or Quick Section, giving end users a ready-made AI tool without needing to open Researcher directly. An App is a packaged version of a template. An org admin configures the experience once (what the AI does, what it looks like, who can use it), publishes it, and it becomes available to users across Navigator.

Where to access Apps

Apps are managed from the org admin area of Evo Researcher: Evo Researcher → Org Admin → Apps Only users with the correct role will see this section in the sidebar.

Who can access Apps

Access to the Apps section is role-based. There are two distinct roles.

Role

What they can do

App Author

Create, edit, and delete apps

App Publisher

Publish, unpublish, and manage who can see an app

Both roles can see the Apps section. The buttons and actions available depend on which role the user holds. A user can hold both roles. These roles are assigned by an org admin in the Users section.

What Apps do

An App defines the full experience a user gets when they launch it from Navigator. During setup, the author configures:

  • Name and description: how the app appears in Navigator

  • Template: the underlying Researcher template that powers the AI behaviour

  • Surface type: whether it appears as a Quick Panel, Quick Action, or Quick Section

  • Panel size: small, medium, or large (for Actions and Sections)

  • Mobile: whether the app is also deployed to the Evo mobile app

  • Feature toggles: which capabilities are available to the user inside the app, e.g. file uploads, connectors, conversations, artifacts

  • Manage access: whether the app is visible to the whole organisation, specific users, or specific groups

An app can be in one of two states:

  • Draft: created but not yet live; only visible in the Apps management section

  • Published: live in Navigator and accessible to the configured audience

By default, a published app is available to the entire organisation unless access is specifically edited. An app can also be configured to lead with an action instead of opening into chat. This is set during setup. To open an app with an action, an action must be configured in the underlying template.

Can Apps be edited?

Yes, with the following rules.

Action

Who

Notes

Create

App Author

Creates a draft, not visible in Navigator until published

Edit

App Author

Changes take effect immediately on published apps

Delete

App Author

Permanent; requires confirmation

Publish

App Publisher

Makes the app live in Navigator

Unpublish

App Publisher

Removes the app from Navigator; reverts to draft

Manage access

App Publisher

Change who can see the app (org, users, or groups)

Note: Editing a published app takes effect immediately, there is no staging step after publish. If changes need to be reviewed before going live, unpublish the app first, make the edits, then republish. Note: Manage access is currently accessed from the three dot menu on an app card.

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