Using Categories

On the Categories tab, you can create, delete, and perform other operations on categories.

Create a New Category

  1. Decide whether you want a new root category or a subcategory of an existing category:

  1. Then do one of the following:

  1. In the dialog box that opens:

  1. Enter the category name. Observe the restrictions on naming Knowledge Manager objects.

  2. The Use in classification check box is selected by default. Clear it if you want Genesys Content Analyzer to omit this category.

  3. If you want to use this category in an FAQ object, use the FAQ attribute box to enter the text of a question to associate with the category. You can also do this on the FAQ tab.

Operate on a Subcategory

You can copy, cut, paste, edit, or delete any nonroot category. Any of these operations on a category also applies to all of its subcategories and associated standard responses.

  1. Select the category on the subcategories pane (upper right-hand pane).

  2. Right-click, then select the desired operation (Copy, Cut, Paste, Edit, Delete) from the shortcut menu.
    Copying, cutting, pasting, and deleting apply to the selected category and to any subcategories it has.

You can also search the Standard Responses of a selected category.

Delete a Category

Select the category, then do one of the following:

Note: Deleting a category deletes all of its subcategories. You cannot move a subcategory from one category to another. You must delete the subcategory and re-create it in the desired location.

Note: If a category tree is used by a training object, you cannot delete the entire tree. However, you can delete any of its nonroot categories.

See also "Categories and Standard Responses" in the "Genesys Knowledge Management: Basics" chapter of the Multimedia 7.6 User's Guide.