Create a Category
You can create categories that define the type of business issue you want to analyze.
Procedure
-
Analyze your Business Needs
Gather information about the business issue that you want the category to represent.
-
Create an Empty Category
Set the category properties and define its attributes (such as name, description, sharing properties, and so on), according to the related business
issue.
-
Configure Category Conditions
Define the conditions that must be met for an interaction to be connected to the category.
-
Save and Activate the Category
Once you have configured the category to represent your business issue, save the category.
Related Topics
Introducing the Category Interface
Save and Apply Changes