---
title: "Set up the home screen and quick actions"
description: "Configure the messenger greeting, quick actions, home cards and opening tab from Widget Content."
url: https://help.gleap.ai/en/articles/270-set-up-the-home-screen-and-quick-actions
collection: "Messenger"
updated: 2026-11-01
language: en
---

# Set up the home screen and quick actions

Configure the messenger greeting, quick actions, home cards and opening tab from Widget Content.

Open **Settings → Widget → Content** to choose what customers see on the messenger home. This replaces the former Home settings page.

### Set the greeting

Under **Greeting**, edit the welcome message and choose the team members shown where your widget version supports them. Use the live preview to check the space available.

### Add a quick action

1.  Find **Quick actions** and choose **Add quick action**.
    
2.  Choose the action, title and icon. A Classic home can also show a description.
    
3.  Configure what happens when it is selected.
    
4.  Add audience rules if it should appear only to some customers.
    
5.  Save the dialog.
    

![Widget content screen in the Pied Piper demo project.](https://staticfiles.gleap.io/p613b5dd730aed737108f87ab/gmAdnE7X2jnNhNn1dRmzvgLczFyPAIF7Qsn2PicWuQHx4eAMN1Er2Il0dBP2VBl1brGt4Zn56QT.png)

Drag actions to change their order. The Agentic layouts show them as compact starters, so write titles that make sense without a description.

### Choose what an action does

-   **Start conversation** runs the chosen live workflow or the matching default workflow.
    
-   **Pass to agent** starts the supported agent conversation with the configured initial context.
    
-   **Show feedback form** opens a selected classic form.
    
-   **Start custom action** sends an action name to your product’s integration.
    
-   **Open link** opens a page, optionally in a new tab.
    

Workflows and forms are managed under **AI agents**. Check those entry points after changing an action.

### Add home cards

Use the home-card or widget controls for items such as help search, a news item or connected system status. A checklist can appear for the customer when one applies to them.

Keep the most useful path near the top. An empty or outdated card takes attention away from asking a question.

### Choose tabs and the starting page

Under **Tabs**, enable the tabs you want and choose **Open on**. The latest-conversation card has its own switch. Use the tab’s settings for its label and audience.

Page settings save automatically; dialogs keep their own Save or Create action. The announcement has an explicit publish step.

### Related

-   [Choose which tabs appear in the messenger](https://help.gleap.ai/en/articles/272-choose-which-tabs-appear-in-the-messenger.md)
    
-   [Set up bug report and feedback forms](https://help.gleap.ai/en/articles/16751982-set-up-bug-report-and-feedback-forms.md)
    
-   [Build a workflow](https://help.gleap.ai/en/articles/311-build-a-workflow.md)