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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure signal categories in Proactive Prompts

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

Before you begin

Role required: sn_pp.admin

About this task

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.

Procedure

  1. Navigate to All > Proactive Prompts > Signal categories.

  2. Select New.

  3. On the form, fill in the fields:

    FieldsDescription
    NameName of the signal category.
    DescriptionA brief description of the signal category.
    ActiveOption to activate the signal category record.
  4. Select Submit.