Manage Persistent Menu

The Persistent Menu allows you to provide users with a consistent and accessible menu of options directly within their chat interface. It's like a built-in navigation system for your chatbot, ensuring that users always have quick access to key features and information, regardless of where they are in the conversation flow.

Step-by-Step Guide to Creating and Managing Persistent Menus:

  1. Access the Persistent Menu Settings:

    • Log in to your Hexabot account.

    • Find the "Persistent Menu" section. This is located in under the Manage Content Menu.

  2. Design Your Menu Structure:

    • Main Menu Items: Decide on the key options you want to present to users (e.g., "Get Started," "Products," "Support," "About Us").

    • Submenus (Optional): Consider adding submenus under your main menu items for a more hierarchical navigation.

  3. Add Menu Items:

    • Use the Hexabot interface to add each menu item. You'll typically be able to:

      • Enter the Title: The text displayed for the menu item (e.g., "View Products").

      • Choose the Action Type:

        • Postback: Sends a payload back to the chatbot, allowing you to trigger a specific conversation flow or action.

        • Web URL: Opens an external website in a new browser tab.

        • Nested

      • Set the Payload or URL (Based on Action Type):

        • For Postbacks: Enter a unique payload for each menu item, which you can use to trigger specific responses or actions in your chatbot's conversation flows.

        • For Web URLs: Enter the complete web address.

  4. Save and Publish Your Menu:

    • Click the "Submit" button to make your Persistent Menu active for users interacting with your chatbot.

Additional Tips:

  • Keep it Concise: Limit your menu to the most important options to avoid overwhelming users.

  • Use Clear Labels: Menu item labels should be descriptive and easy to understand.

  • Test Thoroughly: Test your Persistent Menu on different devices and screen sizes to ensure it's working as expected and displays correctly.

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