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  4. Set a Quick Menu in Geta.ai

Set a Quick Menu in Geta.ai

A Quick Menu in Geta.ai enhances user navigation by providing easily accessible options within your bot. This guide will walk you through the steps to set up a Quick Menu, helping you improve user interaction and engagement.

Steps to Set a Quick Menu-

  1. Navigate to the Bot Builder

    • Log in to your Geta.ai dashboard.

    • Go to the Bot Builder module and select the bot you want to customize.

    • Click on the Manage button to access the customization options.

  2. Access the Quick Menu Settings

    • In the Customize section, go to the Conversation tab.

    • Select the Add Quick Menu option to begin setting up the menu.

  3. Configure Quick Menu Options

    • Choose a Display View:

      • Select how the Quick Menu will appear to users:

        • Lists: Displays options in a vertical list format.

        • Blocks: Displays options as horizontal blocks.

    • Configure Button Actions:

      • Add a Link: Enter the URL you want the button to navigate to.

      • Link to a Bot Flow: Connect the button to a specific bot flow to guide users through a predefined interaction.

    • Set Button Title and URL:

      • Provide a clear and concise title for the button that describes its action (e.g., "Learn More" or "Contact Us").

      • Enter the corresponding URL or flow link.

  4. Save the Quick Menu

    • Once all options are configured, click Save to apply the Quick Menu settings.

Tips for Effective Quick Menus

  • Use descriptive button titles to make navigation intuitive for users.

  • Keep the Quick Menu options concise to avoid overwhelming users.

  • Regularly review and update the menu to align with your bot’s goals and user needs.

Next Steps

  • Test the Quick Menu: Interact with your bot to ensure the Quick Menu appears as expected and all buttons function correctly.

  • Monitor User Engagement: Use analytics to track how often users engage with the Quick Menu options and optimize as needed.

This guide ensures a seamless process for setting up a Quick Menu in Geta.ai, empowering users to interact with your bot more effectively.

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