Configure signal categories in Proactive Prompts

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create and configure categories to enable efficient search of prompts grouped under the same categories.

    Antes de Iniciar

    Role required: sn_pp.admin

    Por Que e Quando Desempenhar Esta Tarefa

    Signal categories are the logical groups used to label and divide the signals. Categories also enable you to pull category-specific prompts on the prompt widget.

    Procedimento

    1. Navigate to All > Proactive Prompts > Signal categories.
    2. Select New.
    3. On the form, fill in the fields:
      Tabela 1. Signal categories form
      Fields Description
      Name Name of the signal category.
      Description A brief description of the signal category.
      Active Option to activate the signal category record.
    4. Select Submit.