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How to Create and Manage Custom Categories
How to Create and Manage Custom Categories
Updated over 7 months ago

Start Here:

1. Click on My Workspace.

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2. Scroll down to see 'custom insight categories'. (Please note, everything past this point must be done by a workspace owner or admin. If you are not an owner or admin, please contact and owner or admin and have them do this for you.)

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3. Choose which topic you want to customize. In this case, I have chosen Product Feedback.

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4. Click on Manage categories.

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5. Click on the question marks for definitions and examples of how you can add context for better detection.

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6. Click on Add new category.

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7. Type the title of your new category. In this case, I have used "Account Insights" as this is a new feature.

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8. Click into the open text box to add a description and extra context.

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9. Click on the check mark to indicate you have finished writing.

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10. Click on Save changes. You will now see this category and associated insights in the Portfolio Insights dashboard, once detections have been made.

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