Quick links

Up to five one-tap links — a lookbook, a page, an email, a call — your agent shares when they answer what the visitor asked.

Quick links are the links your agent can hand a visitor as a tap-to-open card: your lookbook, your pricing page, a brochure, a WhatsApp chat, your sales team's email, the front desk's number. You set up what each link opens, what the card says, and what is behind the link. The agent decides when to share one, from the conversation.

Open Capabilities, then Quick links.

Quick links replaced Visitor Actions in September 2026, and Knowledge's own Quick link moved here at the same time, so there is now one place to give your agent a link. Everything you had configured carried over, and every card looks exactly as it did.

Good uses

A catalogue, lookbook or menu — the thing a visitor asks to see. A Canva or Google Drive link works well.
A specific page — pricing, a size guide, the returns form, a sign-up page.
A chat or message link — a WhatsApp or Instagram DM link is just a page link.
Your team — an email address or phone number for the moment someone wants a person.

If you want visitors to pick a time, use Meetings instead: it books the slot without leaving the chat.

Setting up a link

Each link has five things:

Button text — what the visitor taps. Required.
What it does — one of three kinds, with its own destination:
- Open a page — any https:// address.
- Email the team — an email address. Tapping it opens the visitor's mail app with that address filled in.
- Call a number — a phone number. Tapping it dials, on a phone; on a desktop it opens whatever handles calls there.
When to share it — only your agent reads this. Say what is behind the link and which questions it answers: "Our photo catalogue of party themes. Share it when someone wants theme ideas."
Subtitle — optional. One line on the card, under the button text: "40+ themes with photos."
Icon — optional, from a fixed set. Each kind starts with a sensible one.

You can have up to five. If Behavior already holds your contact details — an email address, a phone number, a contact page — the add tiles offer them, and one tap creates the link.

The preview beside the editor is the real widget card under your real theme, showing the link you are editing inside a short conversation — so what you see is what a visitor gets.

Your agent cannot open your links. For a page, all it can see is the address — and a share link like canva.com/design/DAGi8… tells it nothing. "When to share it" is how it learns what the link is for.

Say what is there. "Our full wedding décor portfolio, with photos from real events."
Say which questions it answers. "Share it when someone asks what our weddings look like or wants to see past work."
Leave taglines for the subtitle. "Let's spark some ideas" is good card copy and useless to the agent.

When "When to share it" is empty, the agent falls back to reading the subtitle, and the builder reminds you what the agent can actually see.

The agent picks the moment

There is no timing rule to write. The agent offers a link only when it is the obvious next step for what the visitor just asked: the link's "When to share it" matches their question, they want to reach a person, or the agent is pointing them at exactly that page.

It answers first, and then the link appears under the reply. Never more than one per reply, never two replies in a row, and never as a generic sign-off.

A quick link is an offer, not an interruption. It never appears on a turn where the agent is already showing a form, a scheduler or product results — those answer the question the visitor actually asked.

What a visitor sees

With a subtitle, the link renders as a full-width card whose whole surface is the link — icon, button text, subtitle, and a trailing arrow. With just button text, it renders as a compact pill. Either way it takes its colour from your brand, and it is restored if the visitor comes back to the conversation later.

A page opens in a new tab so the conversation stays put. An email or a call is handed to the visitor's device in place — no extra tab.

On channels without cards, such as Telegram, the agent shares the same link inline in its reply instead.

Where it fits

Four capabilities can look similar from a distance; they do different jobs.

Quick links send the visitor somewhere in one tap: a page, their mail app, their dialler.
Meetings puts a time on your calendar without leaving the chat.
Human handoff brings a person into the conversation itself.
AI Actions are things the agent does in the background — look up an order, check a CRM — and reports back.