Configure signal categories in Proactive Prompts

task brazil Updated Sep 10, 2026 1 min read proactive-prompts-signal-catergories.md
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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:

    Fields Description
    Name Name of the signal category.
    Description A brief description of the signal category.
    Active Option to activate the signal category record.
  4. Select Submit.

Search documentation
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