Organize Voice AI Agents with Folders

Introduction

As you build more Voice AI Agents, your main list can become long and difficult to navigate. To keep your workspace organized and efficient, you can use Folders to group your agents into logical categories. This article explains how to create and manage folders for your Voice AI Agents.

Understanding Voice AI Agent Folders

Folders are a tool for organizing your Voice AI Agents. They allow you to sort agents into groups, making it much easier to find and manage specific agents, especially when you have many of them. You can access and manage folders from the main Voice AI Agent List within your CRM.

Creating a New Folder

You can create a new folder directly from the Voice AI Agent List.

1. Navigate to the Voice AI Agent List in your CRM.
2. Click the Create Folder button.
3. In the window that appears, enter a name for your new folder.
4. Optionally, you can immediately assign existing agents to this folder by selecting them from the list of available agents.
5. Click Create Folder to finish. The new folder will appear in your list, containing any agents you selected.

Managing Your Folders

You can edit, move, or delete folders as your needs change.

Moving an Agent to a Different Folder

To move an individual agent from one folder to another:

1. Find the agent in your list.
2. Click the three-dot menu icon (⋮) next to the agent's name and select Move to Different Folder.
3. In the dialog box, choose the destination folder from the dropdown menu.
4. Click Move Agent. The agent will be relocated to the selected folder.

Editing a Folder

You can rename a folder or change which agents are inside it.

1. Locate the folder you wish to edit.
2. Click the three-dot menu icon (⋮) next to the folder's name and select Edit.
3. You can now change the folder's name or add/remove agents using the provided fields.
4. Save your changes.

Deleting a Folder

If you no longer need a folder, you can delete it without deleting the agents inside.

1. Find the folder you want to remove.
2. Click the three-dot menu icon (⋮) next to the folder's name and select Delete.
3. Confirm the action. The folder will be removed, and any agents that were inside it will be returned to the main, unfiled agent list.

Using Bulk Actions

When you need to manage multiple agents or folders at once, use the bulk action tools.

1. From the Voice AI Agent List, use the checkboxes to select multiple agents or folders.
2. Click the Bulk Actions button that appears.
3. Choose your desired action from the dropdown menu, such as moving selected agents, deleting folders, or other available options.

Customizing the List View

You can change how the agent list is displayed to suit your workflow.

• Grouping View: You can toggle between a Folders First view, where agents are grouped inside their folders, and an Agents First view, which shows all agents in a single flat list.
• Sorting: The list can be sorted by criteria like the agent's name or the last time it was updated, helping you quickly locate what you need.

Frequently Asked Questions

Can one agent be in multiple folders?

No. A Voice AI Agent can only be assigned to one folder at a time.

What happens to agents when I delete their folder?

The agents are not deleted. They are simply moved back to the main, uncategorized agent list.

How does search work with folders?

Search operates within the current view. To find an agent inside a specific folder, you must first open that folder and then use the search bar there. Searching from the main, top-level Agent List will not find agents that are stored inside folders.

If I create a new agent while viewing a folder, where does it go?

The new agent will be created and saved directly into the folder you currently have open.