Folders

Folders let you group calls inside a workspace. They work exactly like folders on your desktop — drag calls in, nest them however you like, and keep your workspace tidy even as your call library grows.

​

Creating a folder

1. Open any workspace
2. Click + New Folder in the sidebar or the folder list area
3. Give the folder a name
4. Calls can now be moved into it, or routing rules can automatically send new calls there

​

Moving calls into folders

You can move a call into a folder in a few ways:

• Drag and drop — drag the call card onto a folder in the sidebar
• Right-click → Move to folder — pick from a list of folders in the current workspace
• Routing rules — automatically route new calls to the right folder based on conditions

​

How teams use folders

Folders are flexible — use whatever makes calls easy to find:

​

Archiving a folder

If a folder is no longer active but you want to keep its calls:

1. Right-click the folder in the sidebar
2. Select Archive

Archived folders and their calls are hidden from the default workspace view but remain searchable and accessible via View archived.

​

Deleting a folder

Right-click a folder and select Delete. You’ll be asked whether to also delete the calls inside or move them to the workspace root.

​

Folder permissions

Folders inherit permissions from the workspace they’re in. There are no per-folder permission overrides — if someone has access to the workspace, they can see all folders in it based on their workspace role. To restrict access to certain calls, use a separate workspace with tighter membership rather than a folder.