FeaturesKnowledge Bases
Folders
Organize documents into logical groups
Folders help you organize documents into logical groups for easier management.
Info
Folders are purely organizational. They don't affect how AI Agents access documents - any document can be included in any dataset regardless of folder.
Creating Folders
- Go to Knowledge Bases > Folders
- Click New Folder
- Enter folder name
- Optionally select a parent folder
- Click Create
Folder Hierarchy
Create nested folder structures for complex organizations:
π Products
π Software
π Enterprise
π SMB
π Hardware
π Sales Materials
π Presentations
π Case Studies
π Support
π FAQs
π TroubleshootingManaging Folders
Edit Folder
- Hover over folder
- Click edit icon
- Change name
- Save changes
Delete Folder
- Hover over folder
- Click delete icon
- Confirm deletion
Warning
Deleting a folder does not delete documents inside it. Documents become "unorganized" and can be reassigned.
Organizing Documents
Move Documents to Folder
When uploading or editing a document, select the target folder from the dropdown.
View Modes
- Tree View - See documents organized by folder hierarchy
- List View - See all documents in a flat list
Best Practices
- Keep it simple - Don't create too many nested levels
- Use clear names - Folders should be self-explanatory
- Be consistent - Follow a naming convention
- Review periodically - Remove empty or unused folders