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Categories

Managing Categories

Categories help you organize your products logically, making it easier for both you and your bot to manage and reference your inventory. Customers also benefit from a structured presentation of your offerings.

Path: Commerce & Services > Categories

Categories Interface The main interface for managing product categories.

Category Metrics

At the top of the page, a Category Metrics section displays three overview cards with a date range picker:

  • Total Categories: The total number of product categories created, with percentage change vs. previous period.
  • Recently Added: Categories added within the selected date range.
  • Trending Categories: Categories that are frequently accessed or associated with popular products.

A "More Analytics" button next to the date picker provides access to detailed category analytics and performance data.

All Categories Table

The table header shows the total count (e.g., "All Categories: 21") with management tools:

  • Filter — Sort and narrow down categories
  • Export — Download your category data
  • Add New Categories — Create a new product category

The table columns:

ColumnDescription
NameThe category name with an icon
DescriptionA brief description of the category
ActionsMenu button to edit or delete the category

Both Name and Description columns are sortable by clicking the column header.

Adding a New Category

  1. Click the "Add New Categories" button
  2. Enter the category name
  3. Optionally add a description
  4. Click Save to create the category

Best Practices

  • Use Clear Names: Choose descriptive, intuitive category names that customers will easily understand
  • Keep It Organized: Create a logical category structure that mirrors how customers think about your products
  • Review Regularly: Remove unused categories and consolidate similar ones
  • Link Products: Ensure every product is assigned to the appropriate category for accurate bot responses