Managing Categories in Resources - Zoho SalesIQ

Managing Categories in Resources

How do I categorize my resources?

Categories are an effective way to organize resources and make it easier for visitors to find them. Through the use of a multi-level categorization system, resources can be placed in sub-categories, allowing for a more granular and detailed classification of resources. This helps visitors quickly find the specific information they are looking for. This multi-level system can also be used to create a hierarchy of resources, keeping your knowledge base organized and clutter-free.

  • Navigate to your Articles or FAQs module and click on the Manage categories icon



There are two category types in SalesIQ:

  1. Parent category (Root): The topmost category in the hierarchy is called a parent category. This category can hold sub-categories (child categories).
  2. Sub-category 
  1. Branch: These categories will be present under a parent (root) category. They can also have sub-categories of their own.
  2. Leaf: These are the lowermost category in the hierarchy. They cannot have any sub-categories of their own.

Parent category (Root)

To add a parent (root) category:

  1. Click on the Add button on the top right corner of the Manage categories window.



  1. Give your parent category a name and press Enter/Return ↩️ to save.

Sub-category

To add a Sub-category,

  1. Hover over a parent category, and click on the + icon.
  2. Now give your sub-category a name and press Enter/Return ↩️ to save.



Notes:
  1. You can nest up to 3 level of sub-categories under a parent category. 
  2. This category tree applies only to the specified department.



Moving and Reordering Categories

You can move categories between departments or reorder them within a department at any time according to your preferences. Here are the ways you can reorder categories:

Drag and drop to reorder. 

In the Manage categories view, drag and drop categories to reorder them as needed. The order will be reflected in the visitor chat window if self-service is enabled.



Note: Subcategories cannot be moved to a different parent category.

Moving categories to other departments To move a category to another department:

  1. Hover over the category you want to move and click the Move icon.
  2. Select the department and category you want to place it under.

Deleting categories

To delete a category, hover over the category you want to delete and click on the Trash can icon. Before removing a category, please carefully consider the following:

  • Deleting a category will delete all sub-categories and associated Articles/FAQs.
  • All the Articles/FAQs associated with the sub-categories present will be deleted.
  • All the Articles/FAQs directly associated to the category will also be deleted.



The multi-level categorization system allows you to create a comprehensive organizational structure for your knowledge base, keeping content organized and easy to locate. Visitors can navigate the hierarchy to find relevant resources and information.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series


                                            • Digest


                                            • Functions


                                            • Meetups


                                            • Kbase


                                            • Resources


                                            • Glossary


                                            • Desk Marketplace


                                            • MVP Corner


                                            • Word of the Day


                                              Zoho Marketing Automation

                                                Zoho Sheet Resources

                                                 

                                                    Zoho Forms Resources


                                                      Secure your business
                                                      communication with Zoho Mail


                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times


                                                        Carry your calendar with you
                                                        Anytime, anywhere




                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now




                                                                        Zoho TeamInbox Resources



                                                                                Zoho DataPrep Resources



                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW


                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now









                                                                                                        • Related Articles

                                                                                                        • Multilingual Support for Resources

                                                                                                          Multi-lingual support brings you the ability to manage and provide support to your customers' queries in the language of their choice. You can easily create and manage resources in multiple languages for your articles and FAQs, helping you to provide ...
                                                                                                        • Importing resources into Zoho SalesIQ

                                                                                                          The import resource feature in Zoho SalesIQ is a powerful tool that allows you to easily and quickly bulk import articles and FAQs into your account. It is an efficient way to add and edit articles or FAQs quickly and accurately without having to ...
                                                                                                        • Managing Active Chats

                                                                                                          Manage multiple ongoing conversations conveniently. These Active Chats and My Chats tabs are neatly organized into tabs for easy access. You can also initiate live chats with your customers, access detailed information about visitors, make notes for ...
                                                                                                        • Managing Missed Chats

                                                                                                          What are Missed Chats? A chat is considered missed if neither an operator nor a bot responds or the operator declines or misses the chat transfer from the chatbot. (The initial automated welcome message (trigger message) is not considered a reply.) ...
                                                                                                        • Small Talk

                                                                                                          Small talks, it is a simple feature where you can add responses for commonly used greetings and other sentences. You can add more replies to the small talks in the form of packages. The Answer bot uses the small talk packages to respond to the user ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace

                                                                                                            Resources

                                                                                                            Videos

                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                            eBooks

                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                            Webinars

                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                              Zoho Show Resources