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Defining a New Category

Categories can be created in one of two ways:

- Manually by a SMART user, by creating a blank Category and constructing a logical expression to define which calls belong to it
- Automatically by SMART when a Topic is saved (see Saving the Topic); in this case, the default definition of the Category is essentially "calls in which the Topic was found"

In either case, the characteristics that define the Category can be edited to include all relevant conditions. This section explains how to create a blank Category and construct the logical expression that defines which calls belong to it. For information about modifying a Category that was created automatically, see Modifying a Category.

See also

Overview of the Category-Manager Interface
Modifying a Category
Deleting Categories