Customizing Your Navigation with Menu Manager

Welcome to the BotSailor Reseller documentation! As a BotSailor Reseller, you have the power to customize various aspects of your platform, providing a unique and branded experience for your users. The Menu Manager is a crucial tool that allows you to control the navigation links visible in your BotSailor dashboard. This document will guide you through the process of editing and managing these menu links, ensuring your platform is intuitive and perfectly tailored to your needs.

What is the Menu Manager?

The Menu Manager in BotSailor Reseller is your central hub for organizing and customizing the navigation sidebar of your BotSailor application. It allows you to:

  • Add New Links: Introduce custom links to external resources, specific pages within your BotSailor instance, or even new modules.
  • Edit Existing Links: Modify the names, icons, targets, and other properties of pre-existing menu items.
  • Reorder Links: Arrange menu items in a logical flow that makes sense for your users.
  • Group Links: Create logical groupings for related functionalities (e.g., social media channels, bot features).
  • Detach from Groups: Remove links from their current groups for independent display.
  • Reset Menus: Revert your menu structure to the default settings provided by BotSailor.

Why is Editing the Menu Manager Important for Resellers?

Customizing the Menu Manager is vital for BotSailor Resellers for several reasons:

  • Enhanced User Experience: A well-organized and relevant menu improves user navigation and makes your platform more user-friendly. Users can quickly find the features they need, leading to higher satisfaction.
  • Branding and Professionalism: By adding custom links and organizing existing ones, you can reinforce your brand identity and present a more professional appearance to your clients.
  • Highlighting Key Features: You can strategically place important features or new offerings prominently in the menu, ensuring your users discover and utilize them.
  • Streamlined Workflow: For specific use cases or user segments, you can simplify the menu by hiding irrelevant options and highlighting those that are most frequently used.
  • SEO Benefits (Indirect): While directly, menu changes don't impact your SEO, a better user experience on your platform can lead to longer session times and lower bounce rates, which are positive signals for search engines.

How to Edit Menu Manager in BotSailor Reseller

Follow these steps to effectively manage your BotSailor menu:

Step 1: Access the Menu Manager

  1. From your BotSailor Reseller dashboard, navigate to Settings & Integration in the left sidebar.
  2. Click on Menu Manager under the "Settings & Integration" section.

Step 2: Understanding the Menu Manager Interface

The Menu Manager interface is divided into two main sections:

  • Current Links (Left Panel): This displays your current menu structure, including existing links and their groupings. You'll see options to edit (pencil icon), hide (eye icon), and manage group relationships.
  • Manage Links (Right Panel): This is where you create new links or edit the details of existing ones.

Step 3: Adding a New Menu Link

In the "Manage Links" section (right panel), fill in the following details:

  • Name: The text that will appear in the menu.
  • Icon: Upload an icon (100KB, 128x128PX, PNG/JPG/WEBP) to visually represent the link.
  • Target: Choose External for external websites or Self for internal BotSailor pages/modules.
  • URL: Enter the URL for external links. For internal links, this might be auto-populated based on the module selection.
  • Only Member: Set to Yes if this link should only be visible to members, No
  • Header Text: Optional text that appears above the link.
  • Modules: Select the specific BotSailor module this link relates to (if applicable).
  • Social Group: If you want to group this link under a social media category, select the appropriate group.

Click the Add button to create the new link.

Step 4: Editing an Existing Menu Link

  1. In the "Current Links" section (left panel), locate the link you wish to edit.
  2. Click the pencil icon next to the link.
  3. The link's details will populate in the "Manage Links" section (right panel).
  4. Modify the fields as needed.
  5. Click the Update button to save your changes.

Step 5: Managing Link Groups

  • Reordering Links: To change the order of a link, click and hold on the link in the "Current Links" panel, then drag it up or down to your desired position.
  • Creating Groups: To group a link under another (e.g., a "Chat Widgets" link under "Webchat"), click and hold the link you want to group, then drag it slightly to the right and drop it directly under the parent link. An indentation will indicate it's now part of the group.

  • Moving Links between Groups: You can drag and drop a link from one group to another, or from a group to the top level (ungrouped).
  • Detach from Group: If a link is part of a group (indicated by an indent and a different icon), you can detach it. Click the icon with the diagonal arrow pointing out (as shown by red arrow) next to the link to remove it from its current group.
  • Grouping: When adding or editing a link, you can assign it to a "Social Group" using the dropdown in the "Manage Links" section. This automatically groups it under the selected social media category.

Step 6: Resetting Menu Links

If you want to revert your menu structure to the default BotSailor settings:

  1. Click the Manage dropdown at the top of the "Menu Manager" page.
  2. You will see options to:
    • Reset (Group by Social Media): Resets only the social media related groups.
    • Reset (Group by Feature): Resets all feature-related menu groupings.
    • Page Manager: This option allows you to manage pages, not directly the menu links.

Choose the appropriate reset option.

Step 7: Saving Your Changes

After making any additions, edits, or resets, always remember to click the Save button at the bottom left of the "Current Links" panel to apply your changes.

Tips for Effective Menu Management

  • Keep it Simple: Avoid cluttering your menu with too many links. Prioritize the most important and frequently used features.
  • Logical Grouping: Use groups to organize related functionalities. This makes navigation intuitive.
  • Clear Naming: Use clear and concise names for your menu links so users understand their purpose at a glance.
  • Consistent Icons: If using custom icons, maintain a consistent style for a polished look.
  • Regular Review: Periodically review your menu structure to ensure it still meets the needs of your users and reflects any new features or priorities.
  • Test Navigation: After making changes, thoroughly test the navigation to ensure all links work as expected.

Frequently Asked Questions (FAQs)

Q1: Can I reorder menu links by dragging and dropping?
A1: No, the current version typically requires you to edit and potentially recreate links for reordering.

Q2: What is the recommended icon size?
A2: Icons should be 128x128 pixels and under 100KB for optimal display.

Q3: Can I hide a menu link without deleting it?
A3: Yes, use the "eye" icon next to the link in the "Current Links" panel to hide it from view.

Q4: What's the difference between "Target: External" and "Target: Self"?
A4: "External" is for links to websites outside your BotSailor platform. "Self" is for links to pages or modules within your BotSailor instance.

Q5: Will resetting the menu affect my data?
A5: No, resetting the menu only changes the navigation structure; it does not affect your BotSailor data or configurations.

This concludes the documentation on BotSailor Reseller's Menu Manager. By following these guidelines, you can create a highly efficient and user-friendly navigation experience for your clients.

Powered by BotSailor.