Quick Menu
Create a quick menu that remains in the Web Chat input bar, allowing visitors to send a message, insert text, or open a link with one click
The quick menu is a type of Agent UI. It remains in the Web Chat input bar, allowing visitors to start with one of 2–6 menu items without entering text first. Each item can send a message, insert text into the input field, or open an external link.
Use Cases
An e-commerce business wants visitors to be able to choose "Track Order," "Returns and Exchanges," or "Contact Support" as soon as they open the customer service window. An administrator creates a quick menu and configures the first two items to send the corresponding questions and the third item to insert "I want to contact support" into the input field. After selecting an item, visitors can enter the appropriate service flow immediately without having to guess what to ask.
Create a Quick Menu
Go to AI Features → Agent UI, click Add, and then select Quick Menu.

Enter a Display Name, Tool Name, and an optional description. The tool name is used by the AI, so use an English name that follows the naming conventions.
Under Appearance, select Grid or List. To show the full menu immediately when visitors enter the chat, enable Expanded by Default.
Configure 2–6 menu items and select an action for each item. The Preview on the right displays how the menu will appear in Web Chat in real time.

After confirming the preview, click Save in the upper-right corner.
Add the Quick Menu to an AI Assistant
The quick menu does not automatically appear in Web Chat after it is saved. You must also attach it to an AI assistant that uses Agent mode.
Go to AI Features → AI Assistants, and open the assistant that will use the quick menu.
Confirm that the assistant's response mode is Agent Mode. If it is not, the "Agent UI" section prompts you to switch modes first.
In the assistant settings, click Agent UI, and then click Select Agent UI.
Select the quick menu you just created and confirm your selection, then save the AI assistant. Reopen the assistant's Web Chat to use the quick menu in the input bar.
Differences Between the Three Actions
Send Message
Sends the configured prompt directly to the AI; the button text is displayed in the conversation
Frequently asked questions and predefined service flows
Fill Input Field
Inserts text into the input field so visitors can edit it before sending
Adding an order number or issue details
Open Link
Opens the specified URL
Visiting the official website, a form, or an external service page
The button text for "Send Message" can differ from the prompt sent to the AI, but they should convey the same meaning to prevent discrepancies between the option visitors see and the request the AI actually receives.
Appearance and Icons
Grid menus are arranged automatically based on the number of items, while lists are better suited to items with longer text. Each item can have no icon, use an emoji, or display an uploaded image. When no icon is set, the menu uses the first character of the button text as its identifier.
If the menu opens an external link, make sure the URL uses HTTPS and regularly check that the link remains accessible.
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