How do I set a default case category?
Case categories describe the area of concern for your customer or can provide your agents with more details on the case. Categories will automatically show up on the Contact Widget and Contact Form. To set a default case category:
- Login to your tolktalkCX Dashboard;
- Click Settings on the bottom of the left hand menu;
- Navigate to the Case Settings tab by clicking the case settings button;
- Select Category from the menu bar at the top;
- From here you can set a default case category, add/remove case categories and assign colours to each category.