Create Category

Allows the agent to create a new record category in the workspace.

When to enable this tool

Use this tool when the agent needs to create a new record type in the workspace — such as a new category for cases, contracts, clients, projects, etc.

Practical examples:

• "Create a category called 'Suppliers'"
• "I need a new record type to track service orders"
• The agent creates the category as a first step before adding fields and records

After creating the category, use the Create Field tool to add fields to it.

What the agent can do

• Create a new category with name and description
• Set icon, color, and identification prefix
• The category becomes available to receive records immediately

Information the agent uses

Important notes

• Categories cannot be deleted after creation — only deactivated
• The category name must be unique in the workspace
• Adding fields to the category is a separate step — use the Create Field tool after creating the category