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How to Create and Manage Folders in Agent Studio

Learn how to manage Folders in Agent Studio using bulk actions, status labels, search, and pagination to organize AI agents efficiently.

4 min read795 words8 explained imagesUpdated Mon, 2 Mar at 8:51 PM
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On this page
  1. Key Benefits of Folder Management
  2. Folder Organization
  3. How To Setup and Manage Folders
  4. Create a New Folder
  5. Sort & Group
  6. Search Agents
  7. Bulk Actions
  8. Three Dots Menu
  9. Manage Folders
  10. Adjust Page Size
  11. Frequently Asked Questions
Quickly organize, search, and maintain large libraries of AI agents with the new Folder Management tools in GHL Customer Care Agent Studio. Learn how folders, bulk actions, server-side pagination, and flexible views keep even the biggest workspaces clean and fast.

TABLE OF CONTENTS

What is Folder Management in Agent Studio?

Folder Management adds a dedicated folder layer to the Agent Studio list page. By grouping agents into folders and giving you power features like bulk move/delete, status labels, and API-backed pagination you can scale from a handful of test bots to hundreds of production agents without losing track of anything.

Key Benefits of Folder Management

  • Visual structure: Separate experiments from live builds or sort by team, client, or project.
  • Faster housekeeping: One-click bulk actions slash repetitive work.
  • Instant status insight: Draft vs. Published labels remove guesswork.
  • High-volume performance: Server-side pagination and adjustable row counts keep lists snappy.
  • Customizable views: Choose Folders-first or Agents-first grouping and sort by name or last updated.
  • Fewer mistakes: Clear confirmation dialogs guard against accidental deletions.

Folder Organization

Create as many parent-level folders as you need, then drag or bulk-move agents between them. Rename or delete folders at any time the underlying agents stay intact.
Bulk Actions
Select multiple agents or folders and choose:
  • Bulk Delete: Permanently remove the selected items.
  • Bulk Move: Relocate many agents into a different folder in one step.
  • Bulk Delete Folders: Clear unused groups (agents inside remain until you delete them).
These actions honor user permissions and show a confirmation with the exact count affected.
Folder Organization (image 1 of 8) What this shows These actions honor user permissions and show a confirmation with the exact count affected. What this shows Illustrates the "Folder Organization" section of "How to Create and Manage Folders in Agent Studio". This animation appears in the "Folder Organization" section of "How to Create and Manage Folders in Agent Studio". The text alongside this image reads: These actions honor user permissions and show a confirmation with the exact count affected. Immediately after, the guide continues: Follow these quick steps to start tidying your workspace. Image 1 of 8 What this coversThese actions honor user permissions and show a confirmation with the exact count affected.
Buttons and menus referenced Bulk Actions
Next stepFollow these quick steps to start tidying your workspace:
All 3 steps in this procedure
  1. Bulk Delete: Permanently remove the selected items.
  2. Bulk Move: Relocate many agents into a different folder in one step.
  3. Bulk Delete Folders: Clear unused groups (agents inside remain until you delete them).

How To Setup and Manage Folders

Follow these quick steps to start tidying your workspace:

Create a New Folder

  • Click New Folder in the top-right corner of Agent Studio to open the folder creation modal.
  • Enter a clear and descriptive name in the Folder Name field.
  • (Optional) Open the Associated Agents dropdown and select any ungrouped agents you want to include in this folder.
  • Click Save to create the folder; any selected agents will immediately appear grouped under it in the list view.
Create a New Folder (image 2 of 8) What this shows Click Save to create the folder; any selected agents will immediately appear grouped under it in the list view. What this shows Illustrates the "Create a New Folder" section of "How to Create and Manage Folders in Agent Studio". This animation appears in the "Create a New Folder" section of "How to Create and Manage Folders in Agent Studio". The text alongside this image reads: Click Save to create the folder; any selected agents will immediately appear grouped under it in the list view. Immediately after, the guide continues: Click the Sort by dropdown to adjust how agents are displayed. You can toggle between Agent First or Folder First, and sort by Name, Last Updated, or Created Date. Image 2 of 8 How to confirmClick Save to create the folder; any selected agents will immediately appear grouped under it in the list view.
Buttons and menus referenced New FolderFolder NameAssociated AgentsSave
Next stepClick the Sort by dropdown to adjust how agents are displayed. You can toggle between Agent First or Folder First, and sort by Name, Last Updated, or Created Date.

Sort & Group

Click the Sort by dropdown to adjust how agents are displayed. You can toggle between Agent First or Folder First, and sort by Name, Last Updated, or Created Date.

Sort & Group (image 3 of 8) What this shows Click the Sort by dropdown to adjust how agents are displayed. What this shows Illustrates the "Sort & Group" section of "How to Create and Manage Folders in Agent Studio". This screenshot appears in the "Sort & Group" section of "How to Create and Manage Folders in Agent Studio". The text alongside this image reads: Click the Sort by dropdown to adjust how agents are displayed. You can toggle between Agent First or Folder First, and sort by Name, Last Updated, or Created Date. Immediately after, the guide continues: Use the Search bar in the upper-right corner to quickly filter agents by name. Results update instantly, helping you locate specific agents even in large libraries. Image 3 of 8 What to chooseClick the Sort by dropdown to adjust how agents are displayed. You can toggle between Agent First or Folder First, and sort by Name, Last Updated, or Created Date.
Buttons and menus referenced Sort byAgent FirstFolder FirstNameLast UpdatedCreated Date
Next stepUse the Search bar in the upper-right corner to quickly filter agents by name. Results update instantly, helping you locate specific agents even in large libraries.

Search Agents

Use the Search bar in the upper-right corner to quickly filter agents by name. Results update instantly, helping you locate specific agents even in large libraries.

Search Agents (image 4 of 8) What this shows Use the Search bar in the upper-right corner to quickly filter agents by name. What this shows Illustrates the "Search Agents" section of "How to Create and Manage Folders in Agent Studio". This screenshot appears in the "Search Agents" section of "How to Create and Manage Folders in Agent Studio". The text alongside this image reads: Use the Search bar in the upper-right corner to quickly filter agents by name. Results update instantly, helping you locate specific agents even in large libraries. Immediately after, the guide continues: Tick the checkboxes beside one or more agents in the list to enable bulk actions. The selected count appears near the top, confirming how many agents will be affected by your next action. Image 4 of 8 What this coversUse the Search bar in the upper-right corner to quickly filter agents by name. Results update instantly, helping you locate specific agents even in large libraries.
Buttons and menus referenced Search
Next stepTick the checkboxes beside one or more agents in the list to enable bulk actions. The selected count appears near the top, confirming how many agents will be affected by your next action.

Bulk Actions

Tick the checkboxes beside one or more agents in the list to enable bulk actions. The selected count appears near the top, confirming how many agents will be affected by your next action.

Choose Bulk Action

  • Click the Bulk Actions dropdown in the top-right corner after selecting agents. From here, choose Move to Folder or Delete to apply changes to all selected items at once.
  • After selecting agents and choosing Move to Folder or Delete, a confirmation modal appears. Choose a destination folder to move the selected agents or click Delete Agent to confirm the bulk delete operation for selected agents.
Bulk Actions (image 5 of 8) What this shows After selecting agents and choosing Move to Folder or Delete, a confirmation modal appears. What this shows Illustrates the "Bulk Actions" section of "How to Create and Manage Folders in Agent Studio". This screenshot appears in the "Bulk Actions" section of "How to Create and Manage Folders in Agent Studio". The text alongside this image reads: After selecting agents and choosing Move to Folder or Delete, a confirmation modal appears. Choose a destination folder to move the selected agents or click Delete Agent to confirm the bulk delete operation for selected agents. Immediately after, the guide continues: Click the three-dot (⋮) menu on any agent row to access individual actions. From here, you can edit details, move the agent to a folder, or delete it. Image 5 of 8 What to chooseAfter selecting agents and choosing Move to Folder or Delete, a confirmation modal appears. Choose a destination folder to move the selected agents or click Delete Agent to confirm the bulk delete operation for selected agents.
Buttons and menus referenced Choose Bulk ActionBulk ActionsMove to FolderDeleteDelete Agent
Next stepClick the three-dot (⋮) menu on any agent row to access individual actions. From here, you can edit details, move the agent to a folder, or delete it.

Three Dots Menu

Click the three-dot (⋮) menu on any agent row to access individual actions. From here, you can edit details, move the agent to a folder, or delete it.

Three Dots Menu (image 6 of 8) What this shows Click the three-dot (⋮) menu on any agent row to access individual actions. What this shows Illustrates the "Three Dots Menu" section of "How to Create and Manage Folders in Agent Studio". This screenshot appears in the "Three Dots Menu" section of "How to Create and Manage Folders in Agent Studio". The text alongside this image reads: Click the three-dot (⋮) menu on any agent row to access individual actions. From here, you can edit details, move the agent to a folder, or delete it. Immediately after, the guide continues: Folder rows display a folder icon to visually distinguish them from agents. Clicking the three-dot menu on a folder allows you to edit folder details or delete the folder itself. Image 6 of 8 What to clickClick the three-dot (⋮) menu on any agent row to access individual actions. From here, you can edit details, move the agent to a folder, or delete it.
Buttons and menus referenced ⋮editmovedelete
Next stepFolder rows display a folder icon to visually distinguish them from agents. Clicking the three-dot menu on a folder allows you to edit folder details or delete the folder itself.

Manage Folders

Folder rows display a folder icon to visually distinguish them from agents. Clicking the three-dot menu on a folder allows you to edit folder details or delete the folder itself.

Manage Folders (image 7 of 8) What this shows Folder rows display a folder icon to visually distinguish them from agents. What this shows Illustrates the "Manage Folders" section of "How to Create and Manage Folders in Agent Studio". This screenshot appears in the "Manage Folders" section of "How to Create and Manage Folders in Agent Studio". The text alongside this image reads: Folder rows display a folder icon to visually distinguish them from agents. Clicking the three-dot menu on a folder allows you to edit folder details or delete the folder itself. Immediately after, the guide continues: Use the Rows per page dropdown at the bottom of the list to control how many agents appear on screen. Choose between 10, 25, 50, or 100 rows to match your workspace preference. Image 7 of 8 What this coversFolder rows display a folder icon to visually distinguish them from agents. Clicking the three-dot menu on a folder allows you to edit folder details or delete the folder itself. Next stepUse the Rows per page dropdown at the bottom of the list to control how many agents appear on screen. Choose between 10, 25, 50, or 100 rows to match your workspace preference.

Adjust Page Size

Use the Rows per page dropdown at the bottom of the list to control how many agents appear on screen. Choose between 10, 25, 50, or 100 rows to match your workspace preference.

Adjust Page Size (image 8 of 8) What this shows Use the Rows per page dropdown at the bottom of the list to control how many agents appear on screen. What this shows Illustrates the "Adjust Page Size" section of "How to Create and Manage Folders in Agent Studio". This screenshot appears in the "Adjust Page Size" section of "How to Create and Manage Folders in Agent Studio". The text alongside this image reads: Use the Rows per page dropdown at the bottom of the list to control how many agents appear on screen. Choose between 10, 25, 50, or 100 rows to match your workspace preference. Immediately after, the guide continues: Q: Will deleting a folder delete the agents inside it? Image 8 of 8 What to chooseUse the Rows per page dropdown at the bottom of the list to control how many agents appear on screen. Choose between 10, 25, 50, or 100 rows to match your workspace preference.
Buttons and menus referenced Rows per page
Next stepQ: Will deleting a folder delete the agents inside it?

Frequently Asked Questions

Q: Will deleting a folder delete the agents inside it?
No. Agents move to “Unfiled” and remain accessible until you delete them separately.
Q: Can folders be nested?
The first release supports one folder level. Nested folders are planned for a future update.
Q: Do bulk actions respect user roles?
Yes, only users with delete/move rights will see those actions, similar to Workflow bulk actions.
Q: Does server-side pagination change my existing filters?
No, filters remain applied as you page through results.
Q: Why do I see “Draft” on an agent I published last week?
Publishing creates a live version. If you later edit without republishing, the working copy shows as Draft until you publish again.
Q: What happens if two users move the same agent at once?
The last saved change wins; you’ll receive a conflict notice if your view is outdated.

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