docsBuild Knowledge BaseCreate Folder

Create Folder

Overview#

Create Folder lets you group knowledge base sources into collections so teammates can scan and maintain content quickly. Folders are a lightweight way to separate projects, departments, or content types before training agents.

When to Use It#

  • Organizing new uploads before an agent retraining session
  • Separating documents by team or topic (for example, Legal, Product Updates, Onboarding)
  • Preparing curated folders you can assign to specific chatbots later

Key Benefits#

  • Clear structure — keep large repositories manageable with named collections
  • Faster discovery — teammates can filter content by folder rather than scrolling long lists
  • Safer cleanup — remove an entire category of content after duplicating the folder

UI/UX Specification#

Create Folder Modal

Component Reference#

ComponentTypeDescription
+ New buttonButtonOpens the source menu with Create Folder and Add Source actions
Create Folder optionMenu itemLaunches the folder creation modal
Folder name inputText inputRequired name; enforces 1–100 characters without special path symbols
Cancel buttonSecondary buttonCloses the modal without saving
Create buttonPrimary buttonAdds the folder to the knowledge base list

How to Use#

  1. Navigate to the Knowledge Base tab within your organization dashboard.
  2. Click the + New button in the top-right corner and choose Create Folder.
  3. Enter a descriptive folder name, then click Create.
  4. The new folder appears in the Knowledge Base grid where you can add sources into it.

Notes & Tips#

  • Use consistent naming conventions (for example, Team – Topic) so folders stay sortable.
  • Moving existing sources into a folder is not supported yet; plan your structure before uploading.
  • Folders are single-level today. Create additional folders rather than expecting nested subfolders.

FAQ#

Can I rename a folder after creating it?#

Not yet. Set the correct name on creation or recreate the folder if needed.

What happens if I delete a folder?#

Deleting a folder also removes every source stored inside it. Move or export content first.

Is there a limit to the number of folders?#

There is no enforced limit, but extremely large folder counts can make navigation harder. Group related content together for clarity.

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