Quick start
- Click New Folder in the top-right corner of Agent Studio to open the folder creation modal.
- Enter a clear and descriptive name in the Folder Name field.
- Open the Associated Agents dropdown and select any ungrouped agents you want to drop into this folder right away.
Follow the detailed steps below to complete the setup.
You just built your fiftieth AI agent. You have bots for real estate clients, bots for plumbers, and bots just for internal agency testing. You feel like a true automation wizard.
But then a client calls. Their bot is hallucinating and offering free services. You rush into HighLevel to fix the prompt, but you are staring at a massive, disorganized list of fifty different agents. You click the wrong one. You edit the wrong prompt. Now two clients are furious. You are wasting hours just trying to find the right digital asset because your workspace is a total mess.
You cannot scale an agency if your backend looks like a digital junk drawer. HighLevel just launched Folder Management in Agent Studio. You can now group your AI agents, bulk-move them, and organize your entire workspace so you can find exactly what you need in seconds. Let us clean up your AI command center right now.
Ready to streamline this? Here is exactly how to do it in 60 seconds:
Part 1: Create a New Folder
Let us start giving your bots a proper home.
- Click New Folder in the top-right corner of Agent Studio to open the folder creation modal.
- Enter a clear and descriptive name in the Folder Name field.
- Open the Associated Agents dropdown and select any ungrouped agents you want to drop into this folder right away.
- Click Save. Your selected agents will immediately snap into this new group in your list view.
Part 2: Group and Search Your Workspace
Stop endless scrolling. Build a view that actually works for your brain.
- Click the Sort by dropdown to control how your workspace looks. You can easily toggle between Agent First or Folder First, and sort by Name, Last Updated, or Created Date.
- Need to find a specific bot fast? Use the Search bar in the upper-right corner to filter agents by name instantly.
- Use the Rows per page dropdown at the bottom of the list to show 10, 25, 50, or 100 rows so you can view your massive library without any lag.
Part 3: Master Bulk Actions
Stop manually editing one bot at a time. Let us speed things up.
- Tick the checkboxes beside one or more agents in the list. The selected count will appear at the top of your screen.
- Click the Bulk Actions dropdown in the top-right corner.
- Choose Move to Folder or Delete.
- A confirmation modal will appear. Choose a destination folder to relocate your bots en masse, or click Delete Agent to safely wipe unused bots from your system.
Part 4: Manage Individual Agents and Folders
Need to make a quick tweak to a single item?
- Click the three-dot (⋮) menu on any individual agent row to quickly edit details, move the agent to a new folder, or delete it.
- You can also click the three-dot (⋮) menu directly on a folder row (distinguished by a folder icon) to edit the folder details or delete the folder entirely. (Note: Bulk deleting folders will clear the group, but the agents inside remain completely safe until you delete them separately).
Organizing your Agent Studio ensures your team operates with absolute speed and never accidentally edits the wrong live bot again.
Frequently Asked Questions
How do I create a New Folder?
Let us start giving your bots a proper home. Click New Folder in the top-right corner of Agent Studio to open the folder creation modal. Enter a clear and descriptive name in the Folder Name field. Open the Associated Agents dropdown and select any ungrouped agents you want to drop into this folder right away. Click Save. Your selected agents will immediately snap into this new group in your list view.
What should I know about group and Search Your Workspace?
Stop endless scrolling. Build a view that actually works for your brain. Click the Sort by dropdown to control how your workspace looks. You can easily toggle between Agent First or Folder First, and sort by Name, Last Updated, or Created Date. Need to find a specific bot fast? Use the Search bar in the upper-right corner to filter agents by name instantly. Use the Rows per page dropdown at the bottom of the list to show 10, 25, 50, or 100 rows so you can view your massive library without any lag.
What should I know about master Bulk Actions?
Stop manually editing one bot at a time. Let us speed things up. Tick the checkboxes beside one or more agents in the list. The selected count will appear at the top of your screen. Click the Bulk Actions dropdown in the top-right corner. Choose Move to Folder or Delete. A confirmation modal will appear. Choose a destination folder to relocate your bots en masse, or click Delete Agent to safely wipe unused bots from your system.
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