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Creating assistant folders
Creating assistant folders

Organize your AI assistants

Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over a week ago

How to create assistant folders

Organizing your AI assistants into folders helps keep your workspace tidy and makes it easier to find the assistants you need.

Here's how to create folders for your assistants:

  1. Navigate to Assistants: Click on the "Assistants" section in the left sidebar of your Cassidy homepage to access your AI assistants.

  2. Click "Create a Folder" or the "+" icon: In the left sidebar of the Assistants page, click on the "Create a Folder" button or the "+" icon next to the "Folders" heading.

  3. Name your folder and select permissions: Enter a descriptive name for your new folder. Then, choose the appropriate permissions:

    • Team: Anyone in your organization can access the folder and its contents.

    • Restricted: Only people with explicitly granted access can view and use the assistants within the folder.

      *You can change these permissions at any time. For more information, please refer to the article on managing assistant permissions.

  4. Click "Create": After entering the folder name and selecting permissions, click the "Create" button to generate the new folder.

  5. Move assistants into the folder: To organize your existing assistants, simply drag and drop them from the main Assistants area into the appropriate folder.

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