Folders

What Are Folders?

Folders allow you to group related files together in one place. Once files are added to a folder, they become available to your agents as context, making it easier to reference, search, and use information across your workspace.

Creating a New Folder

1. Go to the Folders section from the menu.

2. Click New Folder.

3. A pop-up will appear where you can:

   • Name the folder

   • Upload files

   • Add a description (optional but helpful)

   • Set access permissions

     • Invited members only

     • All team members

4. Click Create Folder to finish.

All these steps happen in one simple pop-up.

Viewing and Managing Files Inside a Folder

Once a folder is created:

• Open the folder to see all uploaded files.

• You can:

  • Add more files

  • Search for files

  • Filter files to find what you need faster

  • Share folder with your teammates

Sharing Folders and Managing Access

You can easily share a folder with specific team members and control who has access to it.

1. Open the folder you want to share.

2. Click the Share icon at the top of the folder.

3. A pop-up will appear where you can:

   • Add team members who should have access

   • Remove team members if access is no longer needed

   • Adjust the folder accessibility:

     • Invited members only

     • All team members

All sharing and access settings are managed in one place, making it easy to update permissions at any time.

Moving Files Between Folders

You can easily move files from one folder to another:

1. Find the file you want to move.

2. Click the three-dot menu next to the file name.

3. Select Move File.

4. Choose the destination folder.

Folder Options and Settings

You can access folder options from:

• The sidebar

• The top bar

• The folder itself

Available options include:

• Rename the folder

• Choose whether the folder appears in the sidebar

• Share the folder externally

• Upload files directly to the folder

Using Folder Files with Agents and Chats

Once files are uploaded to a folder, they are available to all agents as context.

You can use them in two ways:

Option 1: Let Agents Access the Folder

Simply reference the folder, and agents can use all files inside it.

Option 2: Add Folder or Files in Chat

1. Open any chat.

2. Type / (slash).

3. A menu will appear where you can add context such as:

   • Entire folders or specific files

   • Records

   • Projects chats and project files

   • General Chats

   • Help guides (for summarization or reference)

   • Websites (by entering a URL)

This makes it easy to give agents exactly the information they need.

Summary

Folders on 913.ai help you:

• Organize files in one place

• Control who can access content

• Quickly find and move files

• Use folders and files as context across agents and chats

They are designed to be simple, flexible, and powerful, even for non-technical users.