You can organize your conversations by creating folders within your Otter account to help you find them more easily.
Tip: Looking to share conversations from a Folder? Just select all and easily share with the Channel of your choosing. Learn more about sharing conversations with Channels.
Folder overview
Click on the Folder section on the left side navigation menu to get an overview of all your folders. You will be able to view how many conversations you have in each folder:
Create a folder
- On the left side navigation menu, click the plus button (+) next to Folders.
- Enter a name for the folder.
- Click Create.
- You can begin recording, importing, or moving conversations into the folder.
Move a conversation to a folder
Note: Once you move a conversation to a folder, it will no longer show up on your My Conversations page, but will show in the All Conversations page.
- Navigate to My Conversations.
- Click on the 3 dots next to the conversation and select Move.
- Choose a folder to move the conversation to.
- (Alternate Method) You can move the conversation to a folder within the conversation.
Note: You cannot move a conversation that has been shared with you into your folder.
Rename a folder
- Click the folder on the left side navigation menu under the Folder section.
- Hovering over the title, click on the title box to enter into edit mode.
- Enter a new folder name and click Enter/Return to save.
Delete a folder
Warning: Deleting a folder will delete any conversations in the folder as well. Move any conversations you don't want to delete first before deleting the folder.
- Navigate to the folder you are wanting to delete
- Click the 3 dots in the top right corner and click Delete Folder