Managing Categories

Your avatar can interact with the user's budget. One of the most common interactions is to edit the user's category structure. This is often done in the introduction conversation where you help the user craft a good set of categories that fit their lifestyle. Here are the available options:

  1. delete_category_group: insert category group name from template
    1. Example: delete_category_group: Usual Expenses
  2. create_category_group: insert new category group name
    1. Example: create_category_group: Monthly
  3. create_category: insert category group: insert new category name
    1. Example: create_category: Monthly: Utilities

Here's a common way you will see this used in an avatar. This first block deletes the groups the app starts with and then sets up some new groups instead.

In a later action this avatar will fill out those groups with individual categories:

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