Quick start
- Navigate to your Voice AI Agent List (located under AI Agents > Voice AI).
- Click the Create Folder button.
- Enter a clear, identifiable Folder Name (like “Dental Clients” or “Internal Demo Bots”).
Follow the detailed steps below to complete the setup.
You finally cracked the code on scaling your agency. You are deploying Voice AI agents for dozens of different clients across multiple industries. The recurring revenue is stacking up, and your system is humming.
Then, a massive client calls with an emergency. They changed their pricing structure and need you to update their AI’s brain immediately before it misquotes another lead. You log into your HighLevel account, open your agent dashboard, and freeze. You are staring at a massive, unorganized list of 50 different bots. In a rush, you click the wrong “Sales Agent,” update the prompt, and suddenly your top roofing client’s bot is trying to sell dental implants.
Scrolling through a cluttered workspace isn’t just annoying; it is a massive operational liability. You need to move fast without breaking things. HighLevel just dropped Folders for Voice AI Agents so you can organize your digital roster, navigate your workspace instantly, and never edit the wrong bot again. Let’s organize the chaos.
Part 1: Build Your Folder Structure
Ready to streamline this? Here is exactly how to do it in 60 seconds:
- Navigate to your Voice AI Agent List (located under AI Agents > Voice AI).
- Click the Create Folder button.
- Enter a clear, identifiable Folder Name (like “Dental Clients” or “Internal Demo Bots”).
- Use the Associated Agents dropdown to select the specific existing agents you want to assign to this new category.
- Click Create Folder. Your selected agents will instantly move out of the main list and sit neatly inside their new home.
Part 2: Manage Your Digital Roster
Client rosters change, and your folder structure needs to be able to adapt on the fly.
- Move an Agent: To transfer a bot to a new location, click the 3 Dot (⋮) icon next to the agent and select Move to Different Folder. Use the Available Folders dropdown to pick its new destination and click Move Agent.
- Rename a Folder: Need to update a category? Click the 3 Dot (⋮) icon on the folder itself and select Edit. You can update the Folder Name or use the Associate Agents dropdown to pull more bots in.
- Delete a Folder: If a category is no longer useful, click the 3 Dot (⋮) icon and hit Delete. Don’t worry—this only deletes the folder itself. The agents safely return right back to your main list.
Part 3: Master Bulk Actions & Views
When you are managing a massive agency, clicking one by one is a waste of time. Let’s speed things up.
- Use the checkbox tools to select several agents or folders at the exact same time.
- Click the Bulk Actions button at the top of your list.
- Select your desired action from the dropdown (you can Move Agents, Delete Agents, Delete Folders, or even prep them to Sell on Marketplace).
- Pro-Tip: You are always in control of your view. Use the sort options to toggle your grouping. You can switch between a grouped folder view or a flat, agent-first view, and sort everything by name or last updated to find exactly what you need in seconds.
Stop wasting time hunting for the right bot and start building an organized, scalable workspace.
Frequently Asked Questions
How do I build my Folder Structure?
Ready to streamline this? Here is exactly how to do it in 60 seconds: Navigate to your Voice AI Agent List (located under AI Agents > Voice AI). Click the Create Folder button. Enter a clear, identifiable Folder Name (like “Dental Clients” or “Internal Demo Bots”). Use the Associated Agents dropdown to select the specific existing agents you want to assign to this new category. Click Create Folder. Your selected agents will instantly move out of the main list and sit neatly inside their new home.
How do I manage my Digital Roster?
Client rosters change, and your folder structure needs to be able to adapt on the fly. Move an Agent: To transfer a bot to a new location, click the 3 Dot (⋮) icon next to the agent and select Move to Different Folder. Use the Available Folders dropdown to pick its new destination and click Move Agent. Rename a Folder: Need to update a category? Click the 3 Dot (⋮) icon on the folder itself and select Edit. You can update the Folder Name or use the Associate Agents dropdown to pull more bots in. Delete a Folder: If a category is no longer useful, click the 3 Dot (⋮) icon and hit Delete. Don’t worry—this only deletes the folder itself. The agents safely return right back to your main list.
What should I know about master Bulk Actions & Views?
When you are managing a massive agency, clicking one by one is a waste of time. Let’s speed things up. Use the checkbox tools to select several agents or folders at the exact same time. Click the Bulk Actions button at the top of your list. Select your desired action from the dropdown (you can Move Agents, Delete Agents, Delete Folders, or even prep them to Sell on Marketplace). Pro-Tip: You are always in control of your view. Use the sort options to toggle your grouping. You can switch between a grouped folder view or a flat, agent-first view, and sort everything by name or last updated to find exactly what you need in seconds. Stop wasting time hunting for the right bot and start building an organized, scalable workspace.
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