Quick Asks brings Access Evo Researcher into Access Evo Navigator. You can work with your projects and templates without leaving your current workflow. This article shows you how to turn on Quick Asks, tag projects and templates, and start a conversation.
Turn on Researcher in Quick Asks
To use Evo Researcher in Quick Asks, turn on the Researcher icon in Navigator.
Open Navigator.
Click Quick Asks.
Toggle the Researcher icon on.
Tag projects for Quick Asks
Projects must be tagged with Quick Asks to appear in Navigator Quick Asks. You can add this tag at any point.
⚠️ Important: Projects without the Quick Asks tag won't appear in Navigator Quick Asks.
Tag a new project
When you create a new project, select Quick Asks as a tag during setup.
Tag an existing project
Open the three-dot menu for the project.
Select Tags.
Select Quick Asks.
Save your changes.
Tag templates for Quick Asks
You can tag your personal templates with Quick Asks to make them available in Navigator. Once tagged, they appear alongside your projects in Quick Asks.
If you're an admin, you can also tag organisation templates with Quick Asks to make them available in Navigator.
Use Evo Researcher from Quick Asks
Once your projects and templates are tagged, you can use them directly from Quick Asks. You can:
Chat with an existing project, or start a new one using a template.
Continue your conversation in a panel without interrupting your current view.
Find any Quick Asks chats under the relevant tab when you go to Researcher.
Licence types
Advanced users in Evo Everywhere
Advanced users have full access to Researcher through Quick Asks. In Navigator Quick Asks, they can:
Choose a template or project from the dropdown in the chat box.
Start a blank project.
Attach files.
Continue a conversation in a panel in Navigator, or open it directly in Researcher.
Base users in Evo Everywhere
Researcher as a standalone product isn't available on the Standard tier or to base users in Evo Everywhere. Quick Asks powered by Researcher is available to Evo Everywhere base users, though.
A Researcher admin must tag an organisation template with Quick Asks in Researcher before it appears in Navigator Quick Asks. Base users can then chat with those templates directly from Quick Asks.
📌 Note: Base users can't see projects that advanced users have shared with them.
In Navigator Quick Asks, base users can:
Choose a template from the dropdown in the chat box.
Attach files.
Continue a conversation in a panel in Navigator.
📌 Note: If a base user's licence is upgraded later, all previous Quick Asks conversations are saved. They appear in Researcher once the user has full access.