Knowledge Base Categories
Organize your knowledge base content with a logical category structure that makes information easy to find and manage.
Category Structure
Hierarchical Organization
- Main Categories: Top-level content groupings
- Subcategories: Detailed content divisions
- Nested Structure: Multiple levels of organization
- Cross-referencing: Link related categories
Category Planning
Content Mapping
- Audit Existing Content: Review current documentation
- Identify Topics: List all subject areas
- Group Related Content: Cluster similar topics
- Define Hierarchy: Create logical structure
- Plan Navigation: Design user-friendly paths
Category Types
Product Categories
- Features: Individual product capabilities
- Getting Started: Onboarding and setup guides
- Advanced Usage: Power user documentation
- Integrations: Third-party connections
Support Categories
- Troubleshooting: Problem resolution
- FAQs: Common questions and answers
- Account Management: User account topics
- Billing: Payment and subscription issues
Company Categories
- Policies: Terms, privacy, and legal
- About Us: Company information
- Contact: Support and sales contacts
- News: Updates and announcements
Creating Categories
Category Setup Process
- Navigate to Knowledge Base > Categories
- Click "Add Category" button
- Fill in category details:
- Category Name: Clear, descriptive title
- Description: Purpose and scope
- Parent Category: Select if subcategory
- Icon: Visual identifier (optional)
- Color: Category color coding
Category Configuration
Basic Settings
- Name: Clear, searchable category name
- Slug: URL-friendly identifier
- Description: Detailed category purpose
- Status: Active, inactive, or draft
Display Options
- Icon Selection: Choose from icon library
- Color Coding: Visual category identification
- Sort Order: Category display sequence
- Visibility: Public or internal access
SEO Settings
- Meta Title: Search engine title
- Meta Description: Search result description
- Keywords: Relevant search terms
- URL Structure: SEO-friendly URLs
Category Management
Organization Best Practices
Naming Conventions
- Clear Titles: Use descriptive, specific names
- Consistent Style: Maintain naming patterns
- User Language: Use customer terminology
- Avoid Jargon: Keep language accessible
Structure Guidelines
- Logical Hierarchy: Intuitive content flow
- Balanced Depth: Avoid too many levels
- Reasonable Breadth: Limit categories per level
- Flexible Design: Allow for future expansion
Category Maintenance
Regular Reviews
- Content Audit: Review category relevance
- Usage Analytics: Monitor category performance
- User Feedback: Collect navigation feedback
- Structure Updates: Refine organization as needed
Performance Monitoring
- View Statistics: Track category popularity
- Search Analytics: Monitor search patterns
- User Behavior: Analyze navigation paths
- Content Gaps: Identify missing categories
Advanced Category Features
Category Permissions
- Access Control: Restrict category visibility
- Role-based Access: Different access per user role
- Team Categories: Department-specific content
- Customer Segments: Targeted category access
Category Automation
- Auto-categorization: AI-powered content sorting
- Bulk Operations: Mass category updates
- Import/Export: Category structure migration
- Template Categories: Standardized category sets
Integration Features
- CRM Sync: Sync categories with external systems
- API Access: Programmatic category management
- Webhook Notifications: Category change alerts
- Third-party Tools: External content management
Category Analytics
Performance Metrics
- Page Views: Category visit statistics
- Article Count: Number of articles per category
- Search Frequency: How often categories are searched
- User Engagement: Time spent in categories
Optimization Insights
- Popular Categories: Most accessed content areas
- Underused Categories: Low-traffic content
- Search Gaps: Missing category content
- Navigation Patterns: User browsing behavior
