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A skill is a procedure written once and used by any agent that needs it, for example “how we qualify a lead” or “how to close out a deal”.

Skill or instruction

An agent’s instructions are read in every conversation. A skill is read only when it is relevant: the agent sees each skill’s one-line description and loads the full text only when a request matches. This keeps conversations focused and allows as much detail as a procedure needs.

Write a skill

Choose Skills in the sidebar and create one. A skill has three parts. Write the body as numbered steps, and say what to do when something is missing.

Who can use a skill

  • A skill written in the workspace is available to agents given access to it, and to any agent that may use every skill.
  • A skill that comes from a module belongs to that module. It updates with the module and is archived when the module is uninstalled. It can be switched off but not edited.