Set Up Categories

Categories help you keep Conversation Simulation organized as your test library grows. Good category structure makes it easier to filter, maintain, and re-run the right scenarios quickly. Without categories, simulation content becomes hard to manage after a few weeks. You spend more time searching than improving.

Use categories to group simulations by:

• Product area (Billing, Onboarding, Escalation)
• Intent type (FAQ, Troubleshooting, Compliance)
• Risk level (Critical, Important, Nice-to-have)
• Channel context (Website, WhatsApp, Instagram)

Step-by-Step: Create and Manage Categories

1) Open Categories page

1. In CMS, open Simulation.
2. Go to Categories.
3. Review existing categories.

2) Add a new category

1. Click Add New Category.
2. Enter a clear category name.
3. Repeat for all core groups you need.

3) Save changes

1. Click Save to persist all updates.
2. Confirm success message.

4) Edit or remove categories

1. Edit names directly in the input fields.
2. Click delete on a category you no longer need.
3. Confirm deletion when prompted.

Naming Best Practices

Use names that are easy to understand for everyone on your team.

• Prefer specific names: Refund Policy over General
• Keep names short and stable
• Avoid duplicate or overlapping categories
• Use a consistent naming pattern across teams

Example structure:

Category Hygiene Routine

Review categories weekly:

1. Merge duplicates.
2. Archive unused groups.
3. Move scenarios to the most accurate category.
4. Keep critical categories focused and small.

This routine keeps simulation runs fast and analysis clear.

Next Step

After categories are ready, design your first scenarios with measurable criteria:

Design Scenarios