Case study · Navi

Built Chef Marco to resolve 13 support questions before they become a ticket.

Navi is an inventory management platform for restaurants. Chapeau! designed and built Chef Marco, an AI-driven virtual assistant embedded directly in Navi’s product: Claude-powered chat, live inventory lookups, and a model-agnostic backend built to extend.

Navi dashboard showing daily sales and invoice totals, with the Chef Marco assistant icon overlaid
13
Specific questions, and their variants, Chef Marco is trained and tested to answer itself, instead of becoming a ticket.
Help + Data
Assistant tiers built, with more planned as new use cases ship.
Sector
Restaurant inventory management
Systems
Claude-powered chat · Live inventory lookups · Model-agnostic backend
Chapeau! role
Strategy · AI integration · Development
Timeline
~4 weeks
Problem

Every question became a ticket

Routine questions were indistinguishable from real problems. Every how-to question and every inventory lookup went through the same support queue as an actual issue, adding load without adding urgency.

Support meant

01

How-to questions, one by one

Customers opened a ticket for routine questions like “How do I add a recipe?” or “How do I update inventory?”, every time.

Ticket queue noise
02

No self-serve path

There was no way for a customer to get a factual answer about their own inventory without waiting on a person.

Avoidable wait
03

Answers existed. They weren’t easy to reach.

Navi already had a knowledge base, but it wasn’t comprehensive, and part of it lived in long training videos. Finding a specific answer meant already knowing where to look.

Buried, not missing
Approach

An assistant that can actually look things up

A canned chatbot window would not have moved the number. Chapeau! built Chef Marco on a backend that injects real Navi context into every message and gives the model tools to query live data, not just script responses.

Four pillars

01

Context-aware chat

A persistent chat button is built into Navi’s own nav bar. Every message is enriched with what Navi is before it reaches the model, so answers are grounded, not generic.

Grounded answers
02

Live inventory lookups

Tool-use lets Chef Marco query a customer’s own data directly, e.g. “List all my active wines”, scoped to only the restaurants that user is authorized to see.

Real data, not scripts
03

Model-agnostic backend

Built to swap between Anthropic, Gemini or other providers without rebuilding, avoiding lock-in.

No vendor lock-in
04

Two capability tiers

A help tier answers how-to questions like “How do I perform an inventory count?”, bound to Navi’s own documentation. A data tier answers factual questions like “How many inventory items do I have?”.

Two jobs, one assistant
Chef Marco's chat launcher docked in the corner of Navi's Recipes admin page
Chef Marco lives inside the product, not a separate tab
Chef Marco chat answering 'I want to add a new recipe. How to do that?' with step-by-step instructions
A how-to question resolved on the spot, no ticket needed
Takeaways

Built to keep growing

The first 13 questions are the start, not the ceiling. The infrastructure behind Chef Marco is built to take on more without a rebuild.

What it unlocked

01

Infrastructure, not a one-off

The model integration, chat UI, conversation persistence, tool framework and error handling are built once, then reused by every assistant Navi adds after this one.

Built to extend
02

Self-service that compounds

Each new use case added to Chef Marco increases how much support volume resolves itself.

Deflection grows with it
03

Knows when to hand off

If Chef Marco isn’t confident in an answer, it’s being built to say so and point the customer to a person by email or phone instead of guessing.

Planned next

Get an AI diagnostic. Free.

01Map the questions your support queue answers most
02Identify your top self-service opportunities
03Draft a prioritized roadmap to modernize