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Menu Designer

The Menu Designer is the visual drag-and-drop builder where you create your WhatsApp assistant's conversation flow. Think of it as a flowchart editor — you place nodes on a canvas, connect them with edges, and your assistant follows the path at runtime.

Key Concepts

Concept What It Means
Node A single step in the conversation — a message, a menu, a question, etc.
Edge A connection (arrow) between two nodes that tells the assistant what comes next.
Canvas The main workspace where you arrange your nodes visually.
Inspector The right-side panel that opens when you click a node, showing all its settings.
Node Palette The left-side panel listing every node type you can add.
Emulator A built-in WhatsApp preview that lets you test your flow without publishing.
Readiness Score A percentage score (0–100%) showing how complete and valid your flow is.

Node Categories

The Menu Designer organises nodes into five categories:

💬 Messaging

Node Purpose
💬 Message Send a text message to the customer
📋 Menu Present a list of options the customer can choose from
📥 Question Ask the customer for input and save their answer

🖼 Media

Node Purpose
📄 Document Send a file attachment (PDF, brochure, etc.)
🖼️ Image Send an image to the customer

🤖 AI

Node Purpose
🤖 AI Chat Answer questions using your Knowledge Base with AI

🔀 Logic

Node Purpose
🔀 Condition Branch the flow based on a variable's value

⚡ Actions

Node Purpose
🚀 Entry Point The starting point of every conversation
👤 Human Handoff Transfer the conversation to a live agent
✉️ Send Email Send an email notification (e.g., to your support team)
⚡ API Action Call an external API (Beta)

How It Works

Every flow follows the same pattern:

flowchart TD
    A["🚀 Entry Point"] --> B["💬 Welcome Message"]
    B --> C["📋 Main Menu"]
    C -->|Option 1| D["Response / Sub-flow"]
    C -->|Option 2| E["Response / Sub-flow"]
    C -->|Option 3| F["👤 Human Handoff"]
  1. A customer sends a message to your WhatsApp number.
  2. The Entry Point triggers and the flow begins.
  3. The assistant follows edges from node to node, sending messages, asking questions, and branching based on customer choices.
  4. The conversation ends at a terminal node (like Human Handoff) or loops back to a menu.

Assistant Settings

Global settings apply to your entire assistant and are configured separately from the flow:

Setting Description Default
Assistant Name The bot's display name in conversations —
Fallback Message Sent when the assistant can't understand input "Sorry, I didn't understand that."
Language Primary language (English, Hindi, Spanish, etc.) English
Timezone Used for time-aware features Asia/Kolkata (IST)

Interrupt Keywords

These special keywords work globally, regardless of where the customer is in the flow:

Keyword Group Default Values Action
Main Menu menu, hi, hello Returns to the main menu
Human Handoff agent, human, help Transfers to a live agent
Opt-Out stop, quit, unsubscribe Unsubscribes the contact

Runtime Policies

Policy Description Default
Session Timeout Hours before a session expires (1–168) 24 hours
Max Fallback Attempts How many times the bot retries before giving up 3
Auto Handoff After Fallbacks Automatically transfer to agent after max fallbacks Off
Knowledge Base Fallback Try AI Chat when no flow node matches Off

Next Steps