Organise your work in folders

After a few weeks, a workspace holds many agents, teams and workflows. Folders keep it readable.

What you need

Agentivity running, with the Studio open.

Where folders are

Three lists have folders, each with its own:

Studio > Agents, for agents and teams;
Studio > Workflows, for workflows;
Resources > Data Tables, for data tables.
Resources > Knowledge Bases, for Knowledge Bases.

In each list, the panel on the left shows the folders. A folder also appears as a line of the list, with Folder in the column Type.

Create a folder

Open one of the three lists.
At the top of the panel on the left, select the folder button.
Type the Folder name, for example Finance.
Select Create.

Put something in a folder

Drag a line of the list onto the folder, in the panel on the left.

To move several lines at once, hold Ctrl (or Cmd on a Mac), select the lines, then drag them.

Look inside a folder

Select the folder in the panel, or select Open folder on its line.
The house button, at the top of the panel, goes back to the top level.

Sub folders, rename, delete

Select the three dots on the line of a folder.

Entry	What it does
Add sub folder	Creates a folder inside this one.
Rename	Changes the name of the folder.
Move to root	Takes the folder back to the top level.
Delete	Deletes the folder.

Be careful with Delete: the Studio warns that “The folder and all its contents will be permanently deleted.” Move what you want to keep out of the folder first.

Good to know

A folder changes only where something is filed. An agent in a folder works exactly as before, and a team can still use it as a member.
In the list Members of a team, the agents are grouped by folder.
A good first set of folders is one per department or per subject: Finance, Support, Marketing.

Next step

Back to Find your way around the Studio.