Step-by-Step Guide to Accessing and Adding Categories in the Knowledge Base

STEP 1: Click on "Knowledge Base"

• Navigate to the left sidebar of the dashboard.
• Locate and click on the "Knowledge Base" link highlighted in red.
• This action will direct you to the Knowledge Base section for further exploration.
• Ensure you are logged in to access all features.

STEP 2: Fill Out the Category Name Field

• Click on the highlighted input field labeled "Category Name" to enter the desired category.
• Ensure to fill in this field as it is marked with an asterisk (*), indicating it is required.
• You can use examples provided, such as "Potential Client," for guidance.

STEP 3: Enter Category Name

• Click on the "Category Name" field (marked with a red border).
• This field is mandatory (indicated by the asterisk '*').
• Enter a descriptive name for the category, e.g., "Potential Client".
• Ensure the name is relevant to your knowledge base.

STEP 4: Click on "Save" to Finalize Category Entry

• Ensure all required fields are filled, especially the "Category Name" marked with an asterisk (*).
• Review your entries for accuracy.
• Click the Save button located at the bottom right of the dialog to save your changes.
• If you wish to exit without saving, click the Close button.