Categories
Organize your work
Categories
A category is like a folder — it helps you group related use cases under a common topic. This keeps your workspace organized and makes it easier to find what you need.
Example:
Create a category called Booking to group use cases like:
Book a FlightCancel My Booking
Why use categories?
- Keep your use cases organized
- Simplify navigation
- Improve collaboration across teams
Creating a Category
To create a new category, follow these steps:
-
Go to the Use Cases page
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Click Create New Category button
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Give your category a clear and descriptive name
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Click Create category to save your newly created category.
Renaming a Category
To rename an existing category, follow these steps:
- Go to the Use Cases page
- Hover over the category name
- Click the pencil icon
- Enter the new name
- Click Save
Deleting a Category
To delete an existing category, follow these steps:
- Go to the Use Cases page
- Hover over the category name
- Click the trash bin icon
- Confirm the deletion
Deleting a category is permanent and cannot be undone.
The use cases inside a deleted category won't be deleted — they’ll be moved to “Uncategorized”
Use Case Types
Each use case has a type, based on the goal it’s meant to achieve. The type helps define which features are available — like API integrations — and may also impact your pricing plan.
💡 The type is separate from the build interface (Flow Builder or Advanced Builder).
Available Use Case Types
When creating a new use case, you can select a goal from the following list. The selected goal can be modified later if needed:
Type | Description |
|---|---|
Informational - Q&A | Simple flows where a user asks a question and the bot replies directly. |
Informational - Connected | Flows that fetch data via an API to give contextual answers. |
Advanced - Qualification | Guides users through a series of questions to qualify a request before deciding the next step (agent handover, ticket request, …). |
Advanced - Actions | Executes business tasks like booking a trip or updating user info. |
Advanced - Sales | Helps users make a purchase or guides them through a sales funnel. |
"No Type" Option
If you're unsure which type to select, you can choose the "No Type" option to begin designing your use case. You can always consult with your Customer Success Manager (CSM) to determine the best option for your needs.
Not sure which type to choose?
You can start with “No Type” and update it later.
If you need help, do not hesitate to reach out to your Customer Success Manager (CSM) to pick the right option.
Updated 13 days ago