Folders

Documentation Index

Fetch the complete documentation index at: https://docs.experio.cloud/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Folders let you group related conversations together. Use them to organize by project, client, topic, or any structure that fits your workflow. A conversation can belong to multiple folders.

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Browsing Folders

Navigate to Folders from the sidebar to see all your folders. The page shows:

• Folder name
• Number of conversations in each folder
• Last updated date

Use the search bar to filter folders by name, and sort by newest or oldest.

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Creating a Folder

1. Navigate to the Folders page
2. Click the Create Folder button
3. Enter a name for the folder
4. Click Create

You can also create folders inline when assigning a conversation to a folder — click Create New Folder in the assignment dialog.

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Viewing Folder Contents

Click any folder to see all conversations inside it. The folder detail view provides:

• A list of all conversations in the folder
• Search and sort controls
• The ability to filter by assistant
• Direct navigation to any conversation

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Managing Folders

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Renaming

1. Click the three-dot menu on a folder
2. Select Rename
3. Enter the new name
4. Click Save

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Deleting

1. Click the three-dot menu on a folder
2. Select Delete
3. Confirm the deletion

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Sidebar Folders

Folders also appear in the sidebar for quick access. Click a folder in the sidebar to expand it and see its conversations. Use the Show More link to navigate to the full folder view.