What categories are used for
- Assigned to tickets automatically at creation, or by hand at any point
- Referenced in agent rules as
@Category Name, so an agent can classify a request during conversation - Trigger workflows through the Category Assigned trigger
- Filter views so a team sees only the requests it owns
- Group analytics, so you can see which topics actually drive volume
- Interactive walkthrough
- Step-by-step
How many categories?
Between five and twelve. Automatic classification degrades when categories overlap, and a list nobody can hold in their head is a list nobody reports on. If you find yourself wanting a fifteenth category, it is usually a tag instead.Learn more about categories and how they differ from tags
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