Quick Toolbar

The Quick Toolbar enhances bot-building efficiency by providing a faster way to construct flows. Instead of manually clicking "Add Action" and searching for individual actions, users can simply drag and drop actions directly into interactions.

Key Features

  • Drag & Drop Actions – Quickly add actions to interactions without navigating menus.

  • Create New Interactions – Instantly generate interactions by dragging them into the flow.

  • Generate Behaviors & Broadcasts – Easily initiate new behaviors and broadcasts with a single action.

Toolbar Behavior

  • The toolbar’s visibility state is stored temporarily within the browser session.

  • Clicking the "X" minimizes the toolbar, sliding it to the left edge with only the tab buttons remaining visible.

  • Clicking any tab button when minimized will reopen the toolbar.

The Quick Toolbar is not available in the Broadcast designer

Quick Toolbar Functionalities

Drag & Drop

Actions can be dragged and dropped directly into an interaction, allowing for seamless reordering.

  • If dropped between existing actions, the action will be inserted in the desired position.

  • If dropped outside the actions list (within the Interaction box), it will be added as the last action.

A search bar enables quick action lookup by name. The search dynamically filters both the main Toolbox list and the Favorites list in real time.

Favorites (⭐)

Users can bookmark frequently used actions by clicking the star (⭐) icon on any action card.

  • Favorited actions appear under the dedicated "Favorites" tab.

  • Click the star again to remove an action from favorites.

  • Favorites are persistent at the account level, ensuring consistency across bots.

Channel Compatibility Filtering

Below the search bar, channel-specific icons allow further filtering:

  • Click an icon to hide actions unsupported by that channel.

  • Active filters are indicated by a darker green highlight.

  • Channel preferences are saved per bot, streamlining workflow for multi-channel bots.

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