Folders
Organize documents into logical groups
Folders help you organize documents into logical groups for easier management.
Info
Folders are purely organizational. They don't affect how AI Agents access documents - any document can be included in any dataset regardless of folder.
Creating Folders
- Go to Knowledge Bases > Folders
- Click New Folder
- Enter folder name
- Optionally select a parent folder
- Click Create
Folder Hierarchy
Create nested folder structures for complex organizations:
π Products
π Software
π Enterprise
π SMB
π Hardware
π Sales Materials
π Presentations
π Case Studies
π Support
π FAQs
π TroubleshootingManaging Folders
Edit Folder
- Hover over folder
- Click edit icon
- Change name
- Save changes
Delete Folder
- Hover over folder
- Click delete icon
- Confirm deletion
Warning
Deleting a folder does not delete documents inside it. Documents become "unorganized" and can be reassigned.
Organizing Documents
Move Documents to Folder
When uploading or editing a document, select the target folder from the dropdown.
View Modes
- Tree View - See documents organized by folder hierarchy
- List View - See all documents in a flat list
Best Practices
- Keep it simple - Don't create too many nested levels
- Use clear names - Folders should be self-explanatory
- Be consistent - Follow a naming convention
- Review periodically - Remove empty or unused folders