Quick Actions

Add quick action buttons to guide your users.

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Setting Up Quick Actions (Quick Actions)

Guide your visitors and make engagement easier with interactive shortcut buttons.

Introduction

Sometimes, your users don’t know where to start or don’t feel like typing a long question. Quick Actions (or Quick Actions) are clickable buttons (“chips”) that appear just above the chat input area.

They act like a suggestion menu to steer the conversation from the start or offer useful links.

The two types of actions

DoxyChat lets you configure two distinct behaviors when the user clicks a chip:

1. Send a message (Question simulation)

When the user clicks the button, it simulates sending a text message. The chatbot receives this message and responds instantly using its knowledge base.

  • Example: A “Pricing?” button.
  • Action: On click, the text “What are your prices?” is sent to the bot.
  • Bot response: “Our pricing starts at…” (based on your documents).
  • Use case: Ideal for FAQs (Hours, Parking, Prices, Contact).

Clicking the button immediately opens a specific web page in a new browser tab.

  • Example: A “Book an appointment” button.
  • Action: Opens your Calendly calendar or your contact page.
  • Bot response: None (it’s a navigation action).
  • Use case: Perfect for conversion (Sign-up, Demo, Sales page).

Setup procedure

  1. Go to the Appearance tab (or Settings) in your dashboard.
  2. Locate the Quick Actions section.
  3. Click Add an action.
  4. Fill in the fields:
    • Label: The short text displayed on the button (e.g., “My account”). Keep it concise (under 20 characters recommended).
    • Type: Choose between Message or URL Link.
    • Content:
      • If Message: Type the full question the AI should handle.
      • If Link: Paste the full URL (https://…).
  5. Confirm to add the chip.

You can reorder the buttons with simple drag-and-drop.

Best practices

To maximize the effectiveness of your Quick Actions:

  • Limit the number: Offer between 3 and 5 actions maximum. Too many choices can paralyze the user (choice overload).
  • Be direct: Use action verbs (“Book”, “Order”) or clear nouns (“Support”, “Pricing”).
  • Mix types: Offer a mix of frequent questions (to reduce support load) and strategic links (to increase sales).

Preview: On mobile, these buttons are especially appreciated because they keep visitors from having to use the on-screen keyboard.