hexabot/docs/user-guide/configure-content/manage-persistent-menu.md

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2024-09-13 15:48:51 +00:00
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# 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.
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**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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