What are Categories and Tags?

Categories and Tags are tools available to you to help organize your Knowledge Base. These can be used in many ways to make the administration of Zowie simpler and more streamlined.

Why use Categories and Tags?

Typically, Categories are used to group Automations, for example "Order Issues", "Shipping & Fulfillment Questions" so if a policy or process changes, it is easy for you to find all the relevant content that might need to be updated.

Tags allow you to embed some additional information on an Automation, like "work in progress", "integration needed" that helps you remember the status of your Knowledge Base build-out.

You can search by the Categories and Tags throughout the Knowledge Base list.

How to access Categories and Tags?

To manage this content, click Automations > Configuration on the main navigation panel.

Create Categories and Tags

In order to create a new Category or Tag, click the "Add" button in the respective section and type the name.

In case of Categories, you can also limit user access so that Automations within this category will only be listed for the selected Group.