Organize agents and collections
  • 25 May 2021
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Organize agents and collections

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Article Summary

You can organize agents and collections according to shared characteristics (such as purpose or domain) using Folders, the same way you might use tags in other applications (like Google's Gmail.)

Create a new folder

In the the Web Console:

  1. Select Folders.
  2. Select Tools-Folders > Add Create a new folder

Add Agents and Collections to a folder_Image1

  1. Enter the new folder name.
  2. Select SAVE.
  3. Select the folder and Add to folder to select the agents and collections you want to include.
  4. Select SAVE.

Add Agents and Collections to a folder_Image2

Assign agents or collections to a folder

In the Web Console:

  1. Select Folders.
  2. Select the folder name.
  3. Select Add to folder
  4. Select the agents and/or collections you want to include.
  5. Select SAVE.

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  • Use the Agents/Collections to switch between viewing the agents and the collections in the folder.

Update the folder name

To update the agents and collections in a folder:
In the Web Console:

  1. Select Folders.
  2. Select the folder name.
  3. Select
  4. Select Settings.
  5. Edit the name.
  6. Select SAVE

Download the list of agents in a folder

To download the list of the agents or collections in a folder:
In the Web Console:

  1. Select Folders.
  2. Select the folder name.
  3. Select
  4. Select the view you want to download.
  5. Select DOWNLOAD.

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