AI Sales ServiceAI Workforce

Folders

Organize documents into logical groups

Folders help you organize documents into logical groups for easier management.

Folder Structure
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

  1. Go to Knowledge Bases > Folders
  2. Click New Folder
  3. Enter folder name
  4. Optionally select a parent folder
  5. Click Create

Folder Hierarchy

Create nested folder structures for complex organizations:

πŸ“ Products
  πŸ“ Software
    πŸ“ Enterprise
    πŸ“ SMB
  πŸ“ Hardware
πŸ“ Sales Materials
  πŸ“ Presentations
  πŸ“ Case Studies
πŸ“ Support
  πŸ“ FAQs
  πŸ“ Troubleshooting

Managing Folders

Edit Folder

  1. Hover over folder
  2. Click edit icon
  3. Change name
  4. Save changes

Delete Folder

  1. Hover over folder
  2. Click delete icon
  3. 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