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Folders: Organize Your Agents with Ease

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What are Folders?

Folders are simple organizational tools that help you group related agents together. Think of them like folders on your computer - they keep everything neat and easy to find as your collection of AI agents grows.

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Why Use Folders?

  • Find agents quickly - No more scrolling through a long list
  • Group related agents - Keep your sales agents, customer service agents, or project-specific agents together
  • Maintain a clean workspace - A tidy workspace means less confusion and faster work

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Creating Your First Folder

  1. Go to your agents table in the Relevance AI dashboard
  2. Look for the “Create Folder” option (usually a folder icon with a plus sign)
  3. Click it and give your folder a descriptive name like “Sales Agents” or “Customer Support”

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Moving Agents Between Folders

Moving agents is as simple as drag-and-drop:
  1. Click and hold on any agent
  2. Drag it over a folder
  3. Release to drop it in
Your agent is now organized in that folder, but still works exactly the same way!

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Managing Your Folders

Renaming a folder:
  1. Find the folder you want to rename
  2. Click the menu icon (⋮) or right-click on it
  3. Select “Rename” and type the new name
Deleting a folder:
  1. Find the folder you want to delete
  2. Click the menu icon (⋮) or right-click on it
  3. Select “Delete” and confirm
  4. Don’t worry - your agents will be safely moved back to the main workspace

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Tips for Effective Organization

  • Use clear naming conventions - Names like “Sales - Active” and “Sales - Archive” are better than “Folder 1” and “Folder 2”
  • Don’t create too many folders - Start simple with 3-5 main categories
  • Organize by purpose - Group agents by what they do (sales, support, research) or by project
  • Review periodically - Take a few minutes each month to reorganize as your needs change

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Common Questions

Q: Is there a limit to how many folders I can create? A: While you can create many folders, we recommend keeping your structure simple for easier navigation. Q: Can an agent be in multiple folders at once? A: Currently, each agent can only be in one folder at a time. Choose the most logical location for each agent. Q: Will moving an agent to a folder change how it works? A: Not at all! Folders only change how you organize and find your agents - they don’t affect functionality.