Managing the Folder Workspace

The Folders page in HCL UnO Agentic AI Builder displays the list of selected folders that are brought in from the HCL UnO platform and made available for use in the Agentic AI Builder. These folders serve as organizational workspaces where agents and related assets can be created and managed.

Folders help you organize agents in a hierarchical structure - with a root level (/) and nested parent folders - enabling teams to manage and locate agents efficiently across different business units or operational domains. It ensures that users only interact with the resources relevant to their specific role or project.

Accessing the Folders

To access the Folders page:

  1. Log in to the HCL UnO Agentic AI Builder.
  2. From the left‑hand navigation panel, select Folders.
  3. The page opens the Selected Folders view with a list of available folders.

Search

A Search field is available at the top of the page to help you quickly locate folders or agents.

  • You can search by folder name or agent name.

Layout Toggle



Located consistently on the top-right corner of each module, the Layout Toggle allows you to switch between:

  • Grid View: Displays items as cards or tiles (ideal for visual exploration).

  • List View: Displays items in a compact, tabular format (suitable for detailed comparison).

This flexibility ensures users to browse and manage content in the format that best fits their preferences and workflows.

Selecting Folders

Use the Select a folder button to select an existing folder to view on your page. The dialog lists only folders that already exist in HCL UnO.

To select a folder:

  1. Click Select a folder button.

    The Select a folder dialog is displayed.

  2. In the Folder field, select an existing folder path from the drop-down list.

    • This field is mandatory.
    • The selected path determines where the agent or related assets are stored.

  3. Review the Folder name field.

    • This field is auto-populated based on the selected folder.
    • You cannot edit the folder name for an existing folder.

  4. (Optional) Review the Description field.

    • Displays the description associated with the selected folder, if available.
    • This field is read-only for existing folders.

  5. Click Select to confirm your selection. Once selected, the folder appears in the Selected Folders list.

  6. Click Cancel to exit the dialog without making changes.
Note:
  • A folder can be selected only once.
  • If a folder is already selected, it cannot be selected again.

Creating a folder

Folders help you organize agents by grouping them within a structured hierarchy and ensure that agents are created in the correct workspace and inherit the applicable security and access controls.

You can create a new folder only under an existing UnO folder.

When you create a folder in Agentic AI Builder, it is also created in the HCL UnO platform.

  1. Click the Select a folder button on the main Folders page
  2. In the dialog that opens, click Create + link.
  3. In the Folder parent field, select an existing folder from UnO under which the new folder should be created.
  4. To create a folder at the root level, select /.
  5. In the Folder name field, enter a name for the folder.
  6. (Optional) In the Description field, provide a brief description of the folder.
  7. Click Create to create the folder.
  8. To discard changes, click Cancel.
Note: Fields marked with an asterisk (*) are mandatory.
Note:
  • Any folder created in Agentic AI Builder is also created in the HCL UnO platform.
  • However, folders created in Agentic AI Builder cannot be deleted from UnO.

Folders Filter

The Folders filter allows you to narrow down the displayed folders based on the folder hierarchy.

  • By default, the filter is set to All parent folders.
  • Tree Structure: The filter has a tree-structured hierarchy where you can expand nodes to see nested sub-folders.
  • The total folder count is shown belowSelected folders (for example, 7 folders).
  • Select ( / ) to display only root-level folders.

Folder Card

Each folder in the Folders view is displayed as a folder card, providing a quick summary of the folder and its position within the organizational hierarchy. A folder card includes the following information:

  1. Folder Name: Displays the name of the folder.

  2. Folder Level: Indicates the folder classification (for example, Root), representing its position in the folder hierarchy.

  3. Parent: Displays the parent folder associated with the folder (for example, Parent: /).

    • Parent: / indicates the folder is located at the root level.
    • Parent: [Folder Name] indicates the folder is nested under another parent.
    • Root-level folders display Parent: NA in their folder card, indicating they have no parent folder.
  4. Remove folder: Click this icon to remove a folder, when you initiate the removal of a folder, the system provides a confirmation dialog to prevent accidental data loss.
    Note: This action removes the folder only from the Agentic AI Builder view, not from HCL UnO.
  5. Edit icon: Click this to modify the folder's name or description.
  6. → (Open a folder): Click this to navigate into the specific folder.

Opening a Folder

When you click a folder, the system dynamically displays the following tabs at the top of the page:

  • AI Agents: Lists all agents created within the selected folder.
  • Templates: Displays all agent templates that have been imported into that folder.

  • Credentials: Displays credentials associated with the selected folder.

  • LLM/SLM profiles: Displays the language model and small language model profiles available within the folder.