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Folders for Voice AI Agents

Learn how to create, rename, move, and delete folders for Voice AI agents in GHL Customer Care. Use bulk actions, grouping, and sorting to manage up to 100 agents.

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On this page
  1. Key Benefits of Folders for Voice AI Agents
  2. How to Create a New Folder
  3. Manage Folders (Move, Delete, and Edit)
  4. Move an Agent Across Folders
  5. Delete a Folder
  6. Rename or Edit a Folder
  7. Bulk Actions
  8. Customize Your Agent List View
  9. Frequently Asked Questions
  10. Related Articles

Tired of scrolling through a cluttered list of voice agents? Keep your Voice AI workspace tidy and fast to navigate with Folders. This article shows you how to create and manage folders for your Voice AI Agents. 

TABLE OF CONTENTS

What are Folders for Voice AI Agents?

Folders help you organize Voice AI agents into clear categories inside the agent list and quickly find what you need. This structure makes large deployments easier to navigate and reduces the risk of editing or deleting the wrong agent.

Folders are available from AI Agents > Voice AI > Agent List and support core operations like create, move, rename, and delete along with bulk operations that make it easy to manage agents and folders at scale.

Key Benefits of Folders for Voice AI Agents

  • Organization: Group Voice AI Agents by team, purpose, or phase (demo vs. production).
  • Speed: Jump straight to the folder that matters instead of scrolling through a single long list.
  • Scale: Use bulk actions to move or delete many agents/folders in one go.
  • Clarity: Switch between Folders First or Agents First views to match your task.

How to Create a New Folder

Start your structure by creating folders and pre-assigning agents so your list is organized from day one. Follow the steps below to create new folders for your Voice AI Agents.

  1. Click Create Folder from your Voice AI Agent List.
    Step 1 of 3: Click Create Folder from your Voice AI Agent List What this shows Step 1 of 3: Click Create Folder from your Voice AI Agent List. What this shows Shows what to click for step 1 of 3 in the "How to Create a New Folder" section of "Folders for Voice AI Agents". This screenshot accompanies step 1 of 3 in the "How to Create a New Folder" section of "Folders for Voice AI Agents". At this point in the walkthrough you click Create Folder from your Voice AI Agent List. The next step is to enter a Folder Name and select any existing Associated Agents you want to assign to your new folder. Step 1 of 3Image 1 of 9 What to clickClick Create Folder from your Voice AI Agent List.
    Buttons and menus referenced Create FolderFolder NameAssociated AgentsCreate Folder,
    Next stepEnter a Folder Name and select any existing Associated Agents you want to assign to your new folder.
    All 3 steps in this procedure
    1. Click Create Folder from your Voice AI Agent List. this image
    2. Enter a Folder Name and select any existing Associated Agents you want to assign to your new folder.
    3. Once you click Create Folder, your selected agents will appear neatly inside the new folder.
  2. Enter a Folder Name and select any existing Associated Agents you want to assign to your new folder.
    Step 2 of 3: Enter a Folder Name and select any existing Associated Agents you want… What this shows Step 2 of 3: Enter a Folder Name and select any existing Associated Agents you want to assign to your new folder. What this shows Shows what to fill in for step 2 of 3 in the "How to Create a New Folder" section of "Folders for Voice AI Agents". This screenshot accompanies step 2 of 3 in the "How to Create a New Folder" section of "Folders for Voice AI Agents". At this point in the walkthrough you enter a Folder Name and select any existing Associated Agents you want to assign to your new folder. The next step is to once you click Create Folder, your selected agents will appear neatly inside the new folder. Step 2 of 3Image 2 of 9 What to fill inEnter a Folder Name and select any existing Associated Agents you want to assign to your new folder.
    Buttons and menus referenced Folder NameAssociated AgentsCreate FolderCreate Folder,
    Next stepOnce you click Create Folder, your selected agents will appear neatly inside the new folder.
    All 3 steps in this procedure
    1. Click Create Folder from your Voice AI Agent List.
    2. Enter a Folder Name and select any existing Associated Agents you want to assign to your new folder. this image
    3. Once you click Create Folder, your selected agents will appear neatly inside the new folder.
  3. Once you click Create Folder, your selected agents will appear neatly inside the new folder.
    Step 3 of 3: Once you click Create Folder, your selected agents will appear neatly… What this shows Step 3 of 3: Once you click Create Folder, your selected agents will appear neatly inside the new folder. What this shows Shows what to click for step 3 of 3 in the "How to Create a New Folder" section of "Folders for Voice AI Agents". This screenshot accompanies step 3 of 3 in the "How to Create a New Folder" section of "Folders for Voice AI Agents". At this point in the walkthrough you once you click Create Folder, your selected agents will appear neatly inside the new folder. Step 3 of 3Image 3 of 9 What to clickOnce you click Create Folder, your selected agents will appear neatly inside the new folder.
    Buttons and menus referenced Create Folder,Create FolderFolder NameAssociated Agents
    All 3 steps in this procedure
    1. Click Create Folder from your Voice AI Agent List.
    2. Enter a Folder Name and select any existing Associated Agents you want to assign to your new folder.
    3. Once you click Create Folder, your selected agents will appear neatly inside the new folder. this image

Manage Folders (Move, Delete, and Edit)

Keep folders current by moving agents, renaming folders or deleting folders you no longer need.

Move an Agent Across Folders

  1. To move an agent into a different folder, click the 3 Dot(⋮) icon and select Move to Different Folder.
  2. Use the Available Folders dropdown to choose the destination folder.
  3. Once you click Move Agent, it will instantly transfer to the selected folder.
Move an Agent Across Folders (image 4 of 9) What this shows To move an agent into a different folder, click the 3 Dot (⋮) icon and select Move to Different Folder. What this shows Illustrates the "Move an Agent Across Folders" section of "Folders for Voice AI Agents". This animation appears in the "Move an Agent Across Folders" section of "Folders for Voice AI Agents". The text alongside this image reads: To move an agent into a different folder, click the 3 Dot (⋮) icon and select Move to Different Folder. Use the Available Folders dropdown to choose the destination folder. Once you click Move Agent, it will instantly transfer to the selected folder. Immediately after, the guide continues: If a folder’s no longer needed, delete it by clicking the 3 Dot (⋮) icon then selecting Delete. Image 4 of 9 What to chooseTo move an agent into a different folder, click the 3 Dot (⋮) icon and select Move to Different Folder. Use the Available Folders dropdown to choose the destination folder. Once you click Move Agent, it will instantly transfer to the selected folder.
Buttons and menus referenced 3 Dot(⋮)Move to Different FolderAvailable FoldersMove Agent
Next stepIf a folder’s no longer needed, delete it by clicking the 3 Dot (⋮) icon then selecting Delete.
All 3 steps in this procedure
  1. To move an agent into a different folder, click the 3 Dot (⋮) icon and select Move to Different Folder.
  2. Use the Available Folders dropdown to choose the destination folder.
  3. Once you click Move Agent, it will instantly transfer to the selected folder.

Delete a Folder

If a folder’s no longer needed, delete it by clicking the 3 Dot (⋮) icon then selecting Delete.

This only removes the folder, the agents inside return to the main list.

Delete a Folder (image 5 of 9) What this shows This only removes the folder, the agents inside return to the main list. What this shows Illustrates the "Delete a Folder" section of "Folders for Voice AI Agents". This screenshot appears in the "Delete a Folder" section of "Folders for Voice AI Agents". The text alongside this image reads: This only removes the folder, the agents inside return to the main list. Immediately after, the guide continues: Edit a folder right from the folder view by clicking the 3 Dot (⋮) icon then selecting Edit. Use the Folder Name entry to update the name or the Associate Agents dropdown to update the agents stored within the folder. Image 5 of 9 What this coversThis only removes the folder, the agents inside return to the main list.
Buttons and menus referenced 3 Dot (⋮)Delete
Next stepEdit a folder right from the folder view by clicking the 3 Dot (⋮) icon then selecting Edit. Use the Folder Name entry to update the name or the Associate Agents dropdown to update the agents stored within the folder.

Rename or Edit a Folder

  1. Edit a folder right from the folder view by clicking the 3 Dot (⋮) icon then selecting Edit.
  2. Use the Folder Name entry to update the name or the Associate Agents dropdown to update the agents stored within the folder.
Rename or Edit a Folder (image 6 of 9) What this shows Edit a folder right from the folder view by clicking the 3 Dot (⋮) icon then selecting Edit. What this shows Illustrates the "Rename or Edit a Folder" section of "Folders for Voice AI Agents". This screenshot appears in the "Rename or Edit a Folder" section of "Folders for Voice AI Agents". The text alongside this image reads: Edit a folder right from the folder view by clicking the 3 Dot (⋮) icon then selecting Edit. Use the Folder Name entry to update the name or the Associate Agents dropdown to update the agents stored within the folder. Immediately after, the guide continues: Managing lots of agents? Use bulk actions to boost your efficiency. With bulk actions, you can. Image 6 of 9 What to chooseEdit a folder right from the folder view by clicking the 3 Dot (⋮) icon then selecting Edit. Use the Folder Name entry to update the name or the Associate Agents dropdown to update the agents stored within the folder.
Buttons and menus referenced 3 Dot (⋮)EditFolder NameAssociate Agents
Next stepManaging lots of agents? Use bulk actions to boost your efficiency. With bulk actions, you can:
All 2 steps in this procedure
  1. Edit a folder right from the folder view by clicking the 3 Dot (⋮) icon then selecting Edit.
  2. Use the Folder Name entry to update the name or the Associate Agents dropdown to update the agents stored within the folder.

Bulk Actions

Managing lots of agents? Use bulk actions to boost your efficiency. With bulk actions, you can:

  • Delete Agents
  • Delete Folders
  • Move Agents
  • Sell on Marketplace
  • Copy URL For Marketplace

Here’s how to use bulk actions to manage multiple agents or folders with ease.

  1. Select several agents or folders using the checkbox tools.
    Step 1 of 2: Select several agents or folders using the checkbox tools What this shows Step 1 of 2: Select several agents or folders using the checkbox tools. What this shows Shows what to choose for step 1 of 2 in the "Bulk Actions" section of "Folders for Voice AI Agents". This screenshot accompanies step 1 of 2 in the "Bulk Actions" section of "Folders for Voice AI Agents". At this point in the walkthrough you select several agents or folders using the checkbox tools. This part of the guide covers 2 fields, listed below. The next step is to click Bulk Actions then select your desired action from the dropdown. Step 1 of 2Image 7 of 9 What to chooseSelect several agents or folders using the checkbox tools.
    Fields in this part of the guide Move AgentsSell on Marketplace
    Buttons and menus referenced Delete AgentsDelete FoldersMove AgentsSell on MarketplaceCopy URL For MarketplaceBulk Actions
    Next stepClick Bulk Actions then select your desired action from the dropdown.
    All 2 steps in this procedure
    1. Select several agents or folders using the checkbox tools. this image
    2. Click Bulk Actions then select your desired action from the dropdown.
  2. Click Bulk Actions then select your desired action from the dropdown.
    Step 2 of 2: Click Bulk Actions then select your desired action from the dropdown What this shows Step 2 of 2: Click Bulk Actions then select your desired action from the dropdown. What this shows Shows what to choose for step 2 of 2 in the "Bulk Actions" section of "Folders for Voice AI Agents". This screenshot accompanies step 2 of 2 in the "Bulk Actions" section of "Folders for Voice AI Agents". At this point in the walkthrough you click Bulk Actions then select your desired action from the dropdown. This part of the guide covers 2 fields, listed below. Step 2 of 2Image 8 of 9 What to chooseClick Bulk Actions then select your desired action from the dropdown.
    Fields in this part of the guide Move AgentsSell on Marketplace
    Buttons and menus referenced Bulk ActionsDelete AgentsDelete FoldersMove AgentsSell on MarketplaceCopy URL For Marketplace
    All 2 steps in this procedure
    1. Select several agents or folders using the checkbox tools.
    2. Click Bulk Actions then select your desired action from the dropdown. this image

Customize Your Agent List View

You’re always in control of how agents appear. Adjust the Agent List View to match your workflow and quickly find the agents or folders you are looking for!

  • Grouping: Switch between grouped (folder) or flat (agent-first) views for the listing from the sort options.
  • Sorting: Sort by last updated or name, for either agents or folders, to quickly find what you need.
Customize Your Agent List View (image 9 of 9) What this shows Grouping: Switch between grouped (folder) or flat (agent-first) views for the listing from the sort options. What this shows Illustrates the "Customize Your Agent List View" section of "Folders for Voice AI Agents". This screenshot appears in the "Customize Your Agent List View" section of "Folders for Voice AI Agents". The text alongside this image reads: Grouping: Switch between grouped (folder) or flat (agent-first) views for the listing from the sort options. Sorting: Sort by last updated or name, for either agents or folders, to quickly find what you need. Immediately after, the guide continues: Q: Can an agent belong to multiple folders? No. An agent can be assigned to one folder at a time. Image 9 of 9 What this coversGrouping: Switch between grouped (folder) or flat (agent-first) views for the listing from the sort options. Sorting: Sort by last updated or name, for either agents or folders, to quickly find what you need.
Buttons and menus referenced Agent List View
Next stepQ: Can an agent belong to multiple folders? No. An agent can be assigned to one folder at a time.
All 2 steps in this procedure
  1. Grouping: Switch between grouped (folder) or flat (agent-first) views for the listing from the sort options.
  2. Sorting: Sort by last updated or name, for either agents or folders, to quickly find what you need.

Frequently Asked Questions

Q: Can an agent belong to multiple folders?
No. An agent can be assigned to one folder at a time.

Q: How many Voice AI agents can I create?
Up to 100 agents.

Q: What happens to agents when I delete a folder?
Agents are not deleted. They’re returned to the main agent list.

Q: Does search work across folders?
Search is context-aware. To find agents that live inside a folder, first open that folder and use its search. Searching from the main Agent List does not return agents stored inside folders.

Q: If I create or duplicate an agent while viewing a folder, where does it go?
The agent is saved in the current (open) folder.

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