Custom Categories for Your Knowledge Base

What You Start With

Every store gets 8 default categories out of the box: FAQ, Policies, Product Info, Promotions, Returns, Shipping, Store Info, and Support. Each has its own color and appears as a pill in the filter row at the top of the Documents tab.

These defaults work for most stores. But if you sell industrial coatings, you probably want categories like "Technical Specs," "Safety Data," and "Application Guides" instead of "Promotions" and "Store Info."

Managing Categories

Click the gear icon at the right end of the category pill row to open the management modal. From there you can:

• Drag to reorder — grab the handle on any row and drag it to a new position. The pill row updates instantly.
• Rename — click any category name to edit it inline. Hit Enter or click away to save.
• Recolor — click the color swatch to open a palette grid. Pick any shade from a Tailwind-inspired 12-hue, 7-shade grid. Text color adjusts automatically for readability.
• Hide/show — toggle the eye icon to hide a category from the pill row and the entry editor. Hidden categories preserve their assigned entries—unhide later and everything reappears.
• Delete — remove a category permanently. Entries tagged with it become uncategorized (they're not deleted). A confirmation shows exactly how many entries are affected.
• Add Category — create a new one with a name and color of your choice.

Color-Coded Everything

Categories aren't just labels—they're visual. Each category renders in its merchant-set color across the entire KB experience:

• The filter pill row at the top of the Documents tab
• The group headers in the document list (entries are grouped by category)
• The category picker in the entry editor (shows a colored swatch next to the dropdown)

Text color on each pill automatically flips between black and white based on the background luminance. Pick a dark purple? White text. Pick a light mint? Black text. Always readable.

One Category Per Entry

The model is intentionally single-category, not multi-tag. Each knowledge base entry has at most one category assigned. This keeps the UI simple—entries fall into one group in the list view, and the filter pills work as a clear "show me everything in this group" mechanic.

Entries without a category appear in an "Uncategorized" group at the bottom. If you delete a category, its entries move here automatically.

Practical Example

A protective coatings company might set up their KB like this:

• Technical Specs (blue) — product data sheets, application temperatures, cure times
• Safety Data (red) — SDS documents, handling procedures, first aid
• Application Guides (green) — how-to instructions for different substrates
• Pricing (purple) — volume pricing tiers, minimum order quantities
• FAQ (default, kept as-is) — general questions

The defaults they didn't need (Promotions, Store Info) were hidden. No clutter, no confusion. The AI retrieves from all active categories regardless of visibility settings—hiding a category from the pill row doesn't hide it from the AI.

Frequently Asked Questions