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

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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.

{% hint style="info" %} 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. {% endhint %}