Hexabot
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  • Welcome
  • Introduction
    • Overview
    • Features
  • Quickstart
    • Installation
    • Create your first flow
  • USER GUIDE
    • Visual Editor
      • Using the Visual Editor
      • Regular Blocks
        • Using Simple Text Block
        • Using Quick Replies Block
        • Using Buttons Block
        • Using Attachment Block
      • Using Advanced Blocks
    • Flows
    • NLU
      • Manage NLU Entities
      • NLU Engines
        • LLM NLU Engine
        • Ludwig NLU Engine
        • Tensorflow NLU Engine
    • Knowledge Base
      • Content Types
      • Manage Persistent Menu
      • Media Library
    • Localization
      • Languages
      • Translations
    • Users and Roles
      • Manage users
      • Manage roles
    • Manage Settings
      • Email
      • Chatbot Global Fallback
      • NLU Provider
      • Web Channel
      • Live chat widget
      • Facebook Messenger
    • Context Variables
    • Chat Inbox
    • Subscribers
    • Analytics Dashboard
  • FAQ
    • How can I deploy my Hexabot using NGINX ?
    • How can I add the Chatbot Widget to my Website?
  • Developer Guide
    • Contributors Installation Guide
    • CLI Command Reference
    • Setup Node.js with NVM
    • Setting Up Docker for Development and Production
    • SMTP Configuration and Emails
    • Extensions
    • Plugins
      • Hexabot Plugin Development
      • Build your First Plugin
    • Training custom NLU Models with Ludwig AI
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  1. USER GUIDE
  2. Knowledge Base

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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Last updated 8 months ago

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