To create an intent group, follow the steps below:

  1. Log into your Helpshift account as an administrator.
  2. On the Helpshift toolbar, click the Helpshift AI button.
  3. On the Helpshift AI page, look for the Smart Intents card.
  4. Click MANAGE ➔ on the Smart Intents card.
    This will open the Smart Intents page with the Intents tab active by default. 
    You’ll see a card for each intent group you’ve created.
  5. On the Intents tab, click + NEW INTENT GROUP.
    The New Intent Group sidebar will slide in from the right.
     
  6. In the sidebar:
    • Intent Group Name: Enter the name that your customer service organization will use internally to track all work pertaining to this intent group.
    • Display Text: Enter the broad, categorical text that your end-users should see such as "Gameplay" or "Billing" which directs them to more specific options, including possibly their own intent.
       
  7. Click SAVE to create the intent group.
  8. Once saved, you’ll return to the Smart Intents page. The new intent group will now appear there, marked as empty until you add intents.

Note: An intent group isn’t functional for you or your end-users until you populate it with intents. To create an intent, refer to Create an Intent