How to create Agent folders
Organizing your AI Agents into folders helps keep your workspace tidy and makes it easier to find the Agents you need.
Here's how to create folders for your Agents:
Navigate to Agents: Click on the "Agents" section in the left sidebar of your Cassidy homepage to access your AI Agents.
Click "Create a Folder" or the "+" icon: In the left sidebar of the Agents page, click on the "Create a Folder" button or the "+" icon next to the "Folders" heading.
Name your folder and select permissions: Enter a descriptive name for your new folder. Then, choose the appropriate permissions:
Team can edit: Anyone in your organization can edit
Team can view: Anyone in your organization can view but not edit
Restricted: Only select people and groups can access
*You can change these permissions at any time. For more information, please refer to the article on managing Agent permissions.
Click "Create": After entering the folder name and selecting permissions, click the "Create" button to generate the new folder.
Move Agents into the folder: To organize your existing Agents, simply drag and drop them from the main Agents area into the appropriate folder.