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Organize Your Agents

The agent list grouped into folders

Folders: Organize Your Agents with Ease

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.

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

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”

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!

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

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

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.