Fact categories and organization

Organizing facts with categories

Facts can be organized into categories for easier filtering and management.

Creating categories

1. Go to Facts → Categories tab.
2. Click New category.
3. Enter a category name (e.g., 'Hardware specs', 'Software features', 'Billing policies').
4. Optional: Parent category (for nested categories).
5. Click Save.

Assigning a fact to a category

When creating or editing a fact, select a category from the dropdown. A fact can belong to only one category.

Filtering facts by category

On the All facts page, use the category dropdown to filter the list. You can also filter by multiple categories using the 'Add filter' button.

Category permissions

Categories can have role‑based access control (Enterprise only):

• Editors and Admins see all categories.
• Viewers see only categories where they have 'View' permission.
• Custom roles can be restricted to specific categories.

Category dashboard

The Categories tab shows a dashboard:

• List of all categories with fact counts.
• Drill down into subcategories.
• Bulk assign facts to categories.
• Export facts by category.

Importing facts with categories

When importing facts from Freshdesk KB, you can map KB article folders to Certorix categories. Configure mapping in KB Sync → Category mapping.