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Control who can access and edit your Agents, organize them into folders, manage version history, and share configurations across organizations through import and export.

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Organize Agents with folders

Folders help keep your Agent library organized and let you set permissions at the folder level.
1

Navigate to Agents

Click Agents in the left sidebar.
2

Create a folder

Click Create a Folder or the + icon next to the Folders heading in the sidebar.
Agents sidebar showing the Create a Folder button and + icon next to Folders heading
3

Name the folder and set permissions

Enter a name and choose an access level:
  • Team can edit — Anyone in your organization can view and edit Agents in this folder.
  • Team can view — Anyone can view but not edit.
  • Restricted — Only specific people and groups you add can access the folder.
Folder creation dialog showing name field and permission options: Team can edit, Team can view, and Restricted
4

Move Agents into the folder

Drag and drop Agents from the main area into the folder. You can move Agents between folders at any time.

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Manage permissions

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From the Agents page

Update folder permissions by clicking … on a folder and selecting Share. From there you can:
  • Change the access type between Team can edit, Team can view, and Restricted.
  • When using Restricted access, add specific people or groups who should have access. Start typing a name or email address and select from the list. For each person or group, set either Can edit or Can view permissions.
  • Remove access by clicking the x next to a person or group.
Folder context menu showing the Share option
Folder sharing dialog showing access type selector and people and groups with Can edit or Can view permissions
Set up roles and groups to simplify permission management. Instead of adding individuals one by one, create groups like “Sales Team” or “Support Leads” and grant access to the entire group at once.

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From the Agent editor

You can also manage permissions while editing an Agent:
1

Open sharing options

In the Agent editor, click … and select Organize & Share Agent under Sharing.
Agent editor menu showing Organize and Share Agent option under Sharing
2

Choose a location

Select where to save the Agent — Team, Private, or a specific folder. You can create new folders directly from this dialog.
Agent location picker showing Team, Private, and folder options
3

Save changes

Click Save to apply the new permissions.
To make an Agent private, drag it into the Private section or a private folder on the Agents page.

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Publish versions and review history

Agents use a versioning system so you can test changes before making them live.

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Save drafts

While editing, click Draft then Save Without Publishing to save your changes without making them available to end users. This lets you iterate on changes over time.

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Publish a version

1

Open the publish dialog

Click Publish or go to Draft and select Publish Current Draft.
Publish button dropdown showing Publish Current Draft and Save Without Publishing options
2

Add version details

Enter a Version Name and optional description to document what changed. This helps you track changes over time.
Publish dialog with Version Name and description fields
3

Confirm the publish

Click Create Version to save the version, or Publish to save and immediately make it live.

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Review version history

Open the Draft dropdown at the top of the Agent editor to see all published versions and what changed since each one.
Draft dropdown showing version history with published versions, changes since each version, and Publish Current Draft option
To revert to a previous version, click on the desired version. A modal shows the version details and changes being restored. Click Restore Version to confirm.
Restore Version modal showing version details and a confirm button
Reverting does not delete newer versions — you can go back to any saved version at any time.

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Import and export Agents

Share Agent configurations across organizations or create backups using import and export.

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Export an Agent

Go to Agents, click … on the Agent you want to export, and select Export. You can also export from the Agent editor. The Agent is downloaded as a JSON file containing all settings, instructions, tools, and configuration.
Agent card context menu showing Open in new chat, Edit, Duplicate, Export, and Delete options

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Import an Agent

1

Start a new Agent

Click + New Agent on the Agents page.
2

Select Import Agent

Choose the Import Agent option from the creation screen.
Agent creation screen showing Custom Agent, Create Blank Agent, Import Agent, and template options
3

Upload the file

Drag and drop or browse for the exported JSON file.
Imported Agents keep all settings, tools, and configuration from the export. However, integrations connected to the original organization (like HubSpot or Salesforce) may need to be reconnected in your environment.

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Next steps

Build and configure an Agent

Create a new Agent or edit an existing one.

Assign roles and groups

Set up user groups to simplify permission management.