​

Skills

Skills are reusable AI playbooks. Each skill packages a set of instructions, declares what data it needs, and optionally collects inputs from you. When you attach a skill to a chat, the AI follows the playbook using your brand’s actual data.

​

What is a Skill?

Think of a skill as a recipe card for the AI:

• Instructions tell the AI what to do step-by-step (written in plain text/markdown)
• Data dependencies declare what context the AI needs (brand guidelines, ICPs, keywords, etc.)
• Inputs are questions the skill asks you before running (target audience, time horizon, etc.)

When you attach a skill in the workspace chat, the platform automatically loads all the data the skill needs and presents it alongside your message to the AI.

​

Creating a Skill

Navigate to Tools > Skills and click Create Skill.

​

Required Fields

​

Optional Fields

​

Writing Good Instructions

Instructions are the heart of a skill. Write them as if you’re briefing a knowledgeable colleague:

• Be specific about the output format you want
• Reference the data that will be provided (e.g., “Using the brand guidelines below…”)
• Break complex tasks into numbered steps
• Include examples of good output when possible

​

Data Dependencies

Declare what data the skill needs, and the platform loads it automatically:

​

Tool Dependencies

Tool dependencies declare which MCP tools a skill expects to use when running as an autonomous agent. These are different from data dependencies — data dependencies load context at attach time, while tool dependencies tell the AI which tools to call during execution. Tool dependencies are primarily used when skills run via the MCP execute_skill tool or through external agents like Slack bots. In workspace chat, the available tools are determined by the chat environment.

​

Inputs

Add inputs when the skill needs information from the user at runtime: Inputs are automatically prefilled with smart suggestions based on your workspace data.

​

Scoping

Skills have two visibility levels: Agency-scoped skills must be published to be visible to website users.

​

Versioning

Every time you edit a skill and provide a change note, a version snapshot is saved. You can view the full version history in the skill’s detail panel under the Version History tab.

​

Using Skills in Chat

1. Open Chat from the main navigation
2. Click the + Skill button (visible when Claude is selected as the model)
3. Browse or search for a skill in the picker
4. Click to attach — the skill chip appears in the input bar
5. If the skill has inputs, fill out the form (values are pre-suggested)
6. Type your message and send

You can attach multiple skills simultaneously. The AI receives all skill instructions and resolved data in its context.

​

Example Skills

​

Access Control