How to Create and Manage Folders in the CRM's AI Assistant Studio

Organize Your AI Assistants with Folders

Keep your collection of AI assistants neat and manageable using the folder system within the CRM's AI Assistant Studio. This feature allows you to group assistants logically, making it easier to find and manage them, especially as your library grows.

Creating a New Folder

To create a folder:

1. Navigate to the AI Assistant Studio's main list page.
2. Click the New Folder button located in the top-right corner of the screen. This opens a creation window.
3. In the Folder Name field, enter a descriptive name for your folder.
4. (Optional) Use the Associated Assistants dropdown to select any assistants that are not yet in a folder to be added to this new one immediately.
5. Click Save. The new folder will appear in the list, containing any assistants you selected.

Managing Your View and Finding Assistants

You can customize how you view your assistants and folders.

• Sorting and Grouping: Use the Sort by dropdown to organize the list. You can choose to group by Folder First or Agent First, and sort the items by Name, Last Updated, or Created Date.
• Search: The search bar in the upper-right corner lets you quickly filter assistants by their names. The results update as you type.
• Adjusting Page Size: At the bottom of the list, a Rows per page dropdown allows you to choose how many items to display at once (e.g., 10, 25, 50, or 100).

Using Bulk Actions

For efficient management of multiple items, use bulk actions.

1. Select one or more assistants or folders by checking the boxes next to their names. A count of selected items will appear.
2. Click the Bulk Actions dropdown menu near the top of the page.
3. Choose an action:
   • Move to Folder: Relocate all selected assistants to a different folder.
   • Delete: Permanently remove the selected assistants or folders.
4. A confirmation window will appear showing the number of items affected. Confirm the action to proceed.

Note: Deleting a folder does not delete the assistants inside it; they will be moved to an "Unfiled" area.

Individual Item Management

Each assistant and folder row has a three-dot menu (⋮) on the right side.

• For an assistant, this menu provides options to edit its details, move it to a folder, or delete it.
• For a folder, the menu lets you edit the folder's name or delete the folder.

Frequently Asked Questions

Q: Can I create folders inside other folders (nested folders)?
A: Currently, the system supports only a single level of folders. Nested folders are a planned feature for a future update.

Q: What happens if I delete a folder?
A: The folder is removed, but all assistants that were inside it are simply moved to an "Unfiled" section and remain available. You must delete assistants individually if you wish to remove them entirely.

Q: Do bulk actions respect user permissions?
A: Yes. Users will only see bulk action options (like Move or Delete) if their role has the necessary permissions.

Q: Why does an assistant I published show as a "Draft"?
A: Publishing creates a live version. If you make further edits to the assistant without publishing again, the version you are editing is considered a draft.