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Build a Guided Tour Menu

Create and publish a guided menu overlay with structured content blocks and action buttons for navigation, model switching, links, and chat.

28 March 2026
7 min read
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Build a Guided Tour Menu

What this guide covers

This guide explains how to build and publish a guided tour menu in TourBots. You will enable the menu, configure global behaviour, add content blocks, and test interactive button actions before go-live.

Before you start

  • At least one tour location is set up and selectable in Tours.
  • Navigation points are saved if you plan to use Navigate to Tour Point buttons.
  • Additional models are configured if you plan to use Switch to Other Tour buttons.

1) Select the correct location and open Tour Menu

  1. Open Tours.
  2. Use the header selector to choose the target location.
  3. Open the Tour Menu tab.
  4. Confirm the builder loads for that location.

The menu is location-specific, so always confirm the selected location first.

2) Enable the menu and configure global settings

  1. In Menu Settings, turn on Enable Tour Menu.
  2. Set layout controls:
    • Position (Centre, Top, or Bottom)
    • Max Width
    • Padding
    • Border Radius
  3. Set visual behaviour:
    • Menu Background Colour
    • Backdrop Blur
    • Entrance Animation
  4. Configure Reopen Widget if required:
    • Show/hide widget
    • Widget position, size, icon, and colours
    • Tooltip and offsets

These settings control how the overlay appears and how visitors reopen it after closing.

3) Build content blocks

  1. Open Content Builder.
  2. Add blocks as needed:
    • Text
    • Buttons
    • Logo
    • Spacer
  3. Edit each block and set alignment and spacing.
  4. Reorder blocks using up/down controls to define your visitor journey order.

Use short labels and clear sequencing so users can act quickly.

4) Configure button actions

For each button in a Buttons block, set:

  • Label
  • Action
  • Target (when required)
  • Button/Text Colour

Available actions:

  • Navigate to Tour Point: uses a saved position.
  • Switch to Other Tour: switches to another Matterport model.
  • External Link: opens a URL in a new tab.
  • Open AI Chat: opens the tour chat widget.
  • Close Tour Menu: closes the overlay.

If action targets are missing, visitors will not complete the intended journey.

5) Validate in preview and publish

  1. Use Desktop and Mobile editing modes.
  2. Keep Show Preview enabled and verify layout, spacing, and readability.
  3. Test every button action in preview assumptions, then in the live tour context.
  4. Click Save & Publish.
  5. Reload the tour and confirm:
    • The menu opens on first load when enabled.
    • Closing the menu shows the reopen widget (if enabled).
    • Reopen widget restores the menu correctly.

Common issues

  • No tour selected: Select a location in Tours first, then reopen the Tour Menu tab.
  • Menu does not appear in live tour: Confirm Enable Tour Menu is on and save again.
  • Button does nothing: Validate action type and target mapping.
  • Wrong model opens: Recheck selected target tour model for that button.
  • Navigation button fails: Confirm the target tour point exists and is still valid.

Validation checklist

  • Menu is enabled for the intended location.
  • Global layout and animation settings are confirmed on desktop and mobile previews.
  • Block order supports a clear visitor path.
  • Every button has a valid action and target.
  • Save and reload confirms overlay and reopen widget behaviour.

Final note

Treat the guided menu as the operational entry point for the visitor experience. Keep it concise, action-led, and location-specific, and review button mappings whenever tours, points, or models are changed.

Need help applying this in your rollout?

Book a walkthrough and we will map this guide into your current setup.