Categories
The Categories feature helps you organize chatbot conversations by topics. It allows you to group related questions and answers under one title — making it easier to manage and analyze user queries.
This is especially useful if your chatbot handles many different types of queries, such as support, sales, delivery, or product info.
Example:
Let’s say you run an e-commerce business. You could create categories like:
- Orders – Questions related to placing, tracking, or cancelling orders.
- Payments – Questions about payment methods, refunds, or billing.
- Returns – Information about return policy, return process, etc.
By organizing this way, you can later filter and analyze chatbot conversations by category.
Add Categories
To Add a New Category
- Click the Add Category button.
- A modal will appear with two required fields:
- Category Title – Name of the category (e.g., “Shipping”).
- Description – A short explanation of what this category covers.
- Fill in both fields and click the Add button.
Your new category will appear in a list below the form.
Key Feature
- You can add multiple categories at once before submitting.
- This is useful when setting up your chatbot and you want to define several categories in a single flow.
Submitting or Discarding Categories
After adding categories:
- Click Submit All to save them permanently.
- Click Clear and Close to cancel all added categories (they won’t be saved).
- You can also remove a single category before submission using the delete icon next to it.
This lets you review and modify your list before saving.
Uploaded (Submitted) Categories
Once you submit, the categories appear under the “Your Categories” section. Each submitted category will include two action buttons:
Delete Category
- Click the Delete button to remove a category.
- A confirmation modal will appear to prevent accidental deletion.
- Confirm to permanently remove the category.
Edit Category
- Click the Edit button to update an existing category.
- Two fields will appear: Title and Description, pre-filled with current values.
- Make your changes and click Update to save them.
- Or click Cancel to discard the edit.
This makes it easy to update category names or improve their descriptions over time.
Why Use Categories?
- Organize chatbot responses by topic
- Make content easier to manage and update
- Improve reporting and analytics
- Prepare for advanced features like category-specific training or reporting
Summary
Feature | Description |
---|---|
Add Category | Create a new topic group with title and description |
Multi-add Support | Add multiple categories before saving |
Submit All | Save all newly added categories in one go |
Clear and Close | Discard unsaved categories |
Edit | Update the title or description of a category |
Delete | Remove a category with confirmation |
Use categories to keep your chatbot organized, focused, and easy to manage — especially as your bot grows with more data and user interactions.