When you create a new datasetClosed Set of parsed interaction transcripts that spans a specific period of time and match your specified filter criteria., you have the option to select a category templateClosed Category groupings that help you use the data for a specific purpose. Out-of-the-box category templates include Intent to Buy and Risk Aversion. to apply to the dataset. This controls the types of data that appear in the workspaceClosed Named view of one or more widgets.. If you select a category template, you can open the category editor and modify the category configuration for that dataset. You can merge, split, delete, and add new categoriesClosed Data groups that Interaction Analytics uses for parsed call transcript data. They make it easier to find trends. . You can also modify the category rules that dictate which interactions fall into the category.

Once the category template has been applied to a dataset, any changes you make to categories are unique to that dataset. The category template itself remains unchanged. Likewise, any changes you make to the category template don't affect the dataset. This is similar to a presentation that you've applied a template or theme to. Once you apply a category template to a dataset, it becomes part of that dataset and is distinct from the template.

Key Facts About Categories