Add Roleplay Agents to Folders

When to use folders

Folders are useful for:

• Sales enablement teams managing large content libraries
• Organizing agents for onboarding, bootcamps, or certifications
• Grouping agents by product line or segment
• Simplifying team access to the right agents

Steps to add agents to folders

Adding an agent to a folder takes just a few clicks from your agent library.

The Roleplay Agents list, where you locate the agent you want to move into a folder.

Step 1: Open your agent library

Find the agent you want to organize.

Step 2: Click the three-dot menu

Select Add to Folder.

Step 3: Select or create a folder

You can choose an existing folder or create a new one.

Step 4: Add and share

Once added, you can:

• Share the entire folder
• Use it in courses
• Organize large-scale enablement programs

Related articles

• Create and Manage Folders
• Add Calls and Snippets to Folders
• Intro to Roleplay Agents