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Categories help teams route work without manual sorting.

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Common category sets

TeamUseful categories
SalesPricing, Demo, Partnership
SupportBug, Account, Setup
OperationsBilling, Legal, Vendor

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Create a category

1

Open Categories

Go to the dashboard category area.
2

Add a name

Use a short name your team understands.
3

Pick a color

Use color for scanning, not as the only signal.
4

Save and test

Assign the category to a test message.

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Developer touchpoints

  • Category list and create actions.
  • Message category assignment.
  • API key default category.
  • Reporting filters.

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Avoid breaking

Preserve category IDs in existing messages. Do not delete category relationships during rename or color edits.