Menu items and what they can do
Every menu item has a type that controls what happens when the user selects it:
- Text — reply with a message
- Article — show article cards with title, description, and link
- Input Select — show numbered options the user can pick
- Form — collect fields (text, email, number, text area, select) in one screen
- Sequential Form — collect fields one question at a time
- Cards — rich cards with media, title, description, and buttons
- Submenu — nest more items underneath
Build a menu
- Open an inbox and click + Add Menu Item.
- Enter the label (what the user sees) and set its type.
- For a Submenu, add child items — either with the ＋ button on the node in Flow view, or by nesting in the menu editor.
- Reorder the top-level chain with the side dots (Flow view) or the ⋯ menu (List view).
Forms that capture leads
Forms feed directly into the Leads & Alerts features: the answers enrich the contact, tag the conversation by intent, and trigger the team alert. Field types include:
- Text — free text
- Email — validated format
- Number — validated number
- Text Area — longer answers
- Select — predefined options
Navigation keywords
Users can also type back / home (configurable) or the item's name to navigate — great for chat channels without buttons.