Organize, copy and move agents

Everything here is on the Agents page. Open the ... menu on an agent's row for Rename, Duplicate, Export, Move and Delete.

Folders

Folders keep a long agent list tidy. They are for organizing only: a folder changes nothing about how an agent behaves, is billed, or is called.

• The left panel lists All agents and your folders, each with a count. Choose one to filter the list. Hide or show the panel with the toggle beside the search box.
• Folders belong to the organization, so everyone sees the same ones.
• An agent is in one folder at a time, or none (it still appears under All agents).
• Folder names are 1 to 120 characters and must be unique in your organization, ignoring capital letters.

Create, rename, delete. Use the New folder button in the panel to create one, and the menu beside a folder to rename or delete it. Deleting a folder never deletes its agents. They move back to All agents.

Move an agent. In the agent's ... menu choose Move, then a folder, or All agents to take it out of its folder.

Duplicate

Duplicate makes a copy of the agent's draft named Name (copy), then Name (copy 2) and so on. The copy keeps the configuration, functions, MCP servers and folder.

It does not copy phone number assignments, published versions, call history or knowledge-base sources. Point a number at the copy and re-add knowledge sources yourself.

Export and import

Export downloads the agent as a file with its name, configuration and functions. Use it to back an agent up, move it to another organization, or keep a template.

The file deliberately leaves out anything secret or specific to this organization: the webhook signing secret, function headers (they often hold tokens), MCP servers, phone numbers, ids and call history. After importing, add any function headers or keys again.

Import (on the Agents page) creates an agent from an exported file. It goes through the same checks as creating an agent by hand, so the usual limits apply, and a name that is already taken becomes Name (2).