Custom Tabs

The Custom Tabs section allows administrators to create and manage custom menu tabs.

Overview

The Custom Tabs section allows administrators to create and manage custom menu tabs. These tabs provide quick access to external links or internal resources for customers or partners directly from the platform’s navigation menu.

Custom tabs help improve navigation, onboarding, and access to important tools or documentation.

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Manage Custom Menu Page

Use this form to create a new custom tab.

Fields marked with * are mandatory.

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Field Descriptions

1. Tab Name *

Description: The display name of the custom tab as it will appear in the menu.

Example:

• Documentation

• Support Portal

• Billing

Best Practice: Keep the name short and clear.

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2. Tab URL *

Description: The destination URL that opens when the tab is clicked.

Example:

• https://docs.yourcompany.com

• https://support.yourcompany.com

Notes:

• Must be a valid and accessible URL

• Opens the linked page when selected

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3. Select Tab Icon *

Description: Choose an icon to visually represent the custom tab in the menu.

Purpose: Icons help users quickly recognize and navigate to the tab.

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4. Tab Location *

Description: Determines where the custom tab will appear in the application.

Options (example):

• Main Menu – Appears in the primary navigation

Use Case: Place frequently used links in the main menu for easy access.

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5. Applicable For *

Description: Defines which user type can see this custom tab.

Options (example):

• Customer

• (Other roles may be available depending on configuration)

Use Case: Restrict tabs to specific audiences such as customers or partners.

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6. Visibility *

Description: Controls who can view the custom tab.

Options (example):

• All Customers

• (May include plan-based or role-based visibility)

Use Case: Show specific links only to eligible users or plans.

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Action Buttons

❌ Discard

Function: Clears all entered values and cancels tab creation.

Use when: You do not want to save the current changes.

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➕ Create Custom Tab

Function: Creates and saves the custom tab with the provided details.

Result:

• The tab becomes visible immediately based on its visibility rules

• Clicking the tab redirects users to the configured URL

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Best Practices

• Use clear and descriptive tab names.

• Ensure URLs are secure and accessible.

• Limit the number of custom tabs to avoid menu clutter.

• Use visibility rules to show tabs only to relevant users.

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Common Use Cases

• Link to documentation or knowledge base

• Redirect to billing or payment portals

• Provide access to external dashboards

• Add support or ticketing system links

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Related Configuration Sections

• Custom Domain – Branding and domain settings

• Bot Templates – Automation flows

• WhatsApp Message Templates – Messaging configurations

Need Help?

Please feel free to reach out to us at [email protected], in case of any questions or concerns.