Organising and moving work

Keep a growing project tidy with folders, and reuse work by duplicating it, downloading it, importing it from a file, or copying an agent to another project.

At a glance

Where	The Agents, Workflows and Tools lists
Who	Everyone can download. Authors and above can create folders, move, duplicate, import and copy
Before you begin	To copy to another project, you must be a member of it

Action	Agents	Workflows	Tools
Folders	✅	✅	✅
Duplicate…	✅	✅
Download YAML	✅	✅	✅
Download with its tools	✅
Import from a file…	✅	✅	✅
Copy to project…	✅

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1. Folders

Folders group related work, e.g. Prior auth and Member support. They also do one useful thing for tools: an agent in a folder is offered that folder's tools first.

Create a folder

1. Click the ▾ beside New agent, New workflow or Register a tool.
2. Choose Folder, give it a Folder name and a Folder colour.

Move things into a folder

• Drag a card onto the folder (Drop to move here), or
• Click Select, tick several items, then Move to folder in the bar that appears (Esc to finish selecting), or
• For a new agent: choose the Folder in its Identity step. Creating an agent from inside a folder files it there.

Rename or delete a folder

Open the folder's actions menu: Rename, change the colour, or Delete folder. Deleting a folder does not delete what is in it; the items return to No folder.

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2. Duplicate

Makes a copy in the same project under a new name and key, handy for a variant ("Card checker (copy)").

1. In the list, open the item's ⋯ menu → Duplicate….
2. Enter the new Name and Key. The key is how workflows and the API refer to it, and it cannot be changed later.
3. Confirm. The copy is a draft: test and publish it like any new work.

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3. Download

From the ⋯ menu:

Choice	You get
Download YAML	The latest version's document (.yml)
Download with its tools (agents)	A bundle: the agent plus the tools and other things it needs (.bundle.yml)

Downloads never contain secrets, only the names of the vault keys they use.

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4. Import from a file

1. Click the ▾ beside New agent (or New workflow / Register a tool) → Import from a file….

2. Drop an agent's .yml or a bundle, or choose the file.

3. Studio reads it and shows What the file brings, and what it refers to, grouped:

   Group	What you decide
   Agents and tools	Each is Already here, Will be created, or Built in. For one that already exists: Use the one here, Add as a new version of the one here, or Import it under another key
   Credentials	Only names travel. Point each at a key in this vault: Use the one with this name here, Add a new key to the vault…, or Keep it, I'll add it to the vault later
   Knowledge bases	Documents don't travel. Pick one here, or Detach it, answer without a knowledge base
   App accounts	Keep the same account, choose one this project may use, or Keep it, I'll connect one later
   Prompts in Instruction Manager	Keep the link to Instruction Manager (it won't publish until it is readable here) or Write the words into the agent

4. Click Import as draft.

Screenshot: Import from a file

Everything arrives as a draft. Nothing is published by importing.

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5. Copy an agent to another project

1. In Agents, open the agent's ⋯ menu → Copy to project….
2. Choose the Project (only projects you belong to are listed).
3. Make the same choices as for an import (credentials, knowledge bases, app accounts, prompts).
4. Confirm. Studio says, for example, Imported into Claims as a draft.

The copy is independent: changing it never changes the original.

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6. Troubleshooting

Symptom	Likely cause	Fix
You're not a member of any other project	Copy needs a destination you belong to	Ask an Admin for access
Not in this vault beside a credential	The key's name does not exist here	Pick another key, add one, or keep it for later
An imported agent will not publish	A credential, tool, knowledge base or prompt is still unresolved	Open the agent; the YAML step lists what to fix
No Duplicate for a tool	Tools are not duplicated	Register a new tool, or import a downloaded one under another key
Menus show only Download	You are a Viewer	Ask an Admin for Author

Related

• Agents · Workflows · Tools
• Vault