Organize agents and collections
  • Updated on 07 Apr 2020
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Organize agents and collections

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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.)

Assign agents or collections to a folder

  1. In the the Web Console, click Folders on the toolbar.
  2. Click Tools-Folders > Add Create a new folder.

Add Agents and Collections to a folder_Image1

  1. Enter the new folder name, then click SAVE.
  2. Select the agents you want to add to this folder.
  3. Click Collections.
  4. Select the collections you want to add in this folder.
  5. Click SAVE.

Add Agents and Collections to a folder_Image2

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

    Add Agents and Collections to a folder_Image3

Update agents and collections in a folder

To update the agents and collections in a folder:

  1. In the Web Console, click Folders on the toolbar.
  2. Select the folder name to open it.
  3. Click , then choose Settings.

Download the list of agents in a folder

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

  1. In the Web Console, click Folders on the toolbar.
  2. Select the folder name to open it.
  3. Click .
  4. Select the view you want to download.
  5. Click EXPORT.
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