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
| Field | Description |
|---|
| Title | Human-readable name (e.g., “Content Calendar Builder”) |
| Name | URL-safe slug (auto-generated from title) |
| Description | Brief summary of what the skill does |
| Category | Agent role: Monitor, Analyst, Planner, Producer, QA, Integrator, or Librarian |
| Instructions | The full playbook — markdown-formatted instructions the AI follows |
Optional Fields
| Field | Description |
|---|
| Scope | Who can see this skill (see Scoping below) |
| Data Dependencies | What data the skill needs from your workspace |
| Inputs | Questions to ask the user before running |
| Published | Whether the skill is visible to others |
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:
| Dependency | What Gets Loaded |
|---|
| Brand Guidelines | Your editorial and brand guidelines |
| ICPs | Target audience profiles with awareness stages |
| SEO Keywords | Top keywords by search volume |
| Content Entities | Summary of hooks, angles, stories, offers |
| Hooks | Your messaging hooks with themes |
| Angles | Your content angles with themes |
| Conversion Units | Forms, calendars, and endpoints |
| Field | Description |
|---|
| Tool Name | The MCP tool the skill calls (e.g., get_ad_campaign_overview) |
| Required | Whether the skill can function without this tool |
execute_skill tool or through external agents like Slack bots. In workspace chat, the available tools are determined by the chat environment.
Add inputs when the skill needs information from the user at runtime:
| Input Type | Use Case |
|---|
| Text | Open-ended input (e.g., “Target keyword”) |
| Number | Numeric input (e.g., “Number of ideas”) |
| Select | Single choice from options (e.g., “Funnel stage”) |
| Multiselect | Multiple choices (e.g., “Content types to include”) |
| Boolean | Yes/no toggle (e.g., “Include competitor analysis?”) |
Scoping
Skills have two visibility levels:
| Scope | Who Can See | Best For |
|---|
| Agency | All websites in your agency | Standardized workflows across clients |
| Website | All team members on this website | Shared team playbooks |
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
- Open Chat from the main navigation
- Click the + Skill button (visible when Claude is selected as the model)
- Browse or search for a skill in the picker
- Click to attach — the skill chip appears in the input bar
- If the skill has inputs, fill out the form (values are pre-suggested)
- Type your message and send
You can attach multiple skills simultaneously. The AI receives all skill instructions and resolved data in its context.
Skills are only available when using Claude models. Switch to a Claude model to see the skill attachment option.
Example Skills
| Skill | Category | What It Does |
|---|
| Content Calendar Builder | Content Strategy | Generates a monthly content calendar using your ICPs, keywords, and brand guidelines |
| SEO Brief Writer | Research | Creates detailed content briefs from target keywords with competitor analysis |
| Campaign Planner | Campaign | Plans multi-channel campaigns with messaging across email, social, and blog |
| Social Series Creator | Social | Builds themed social post series from your hooks and angles |
| Performance Reporter | Reporting | Summarizes content performance with actionable recommendations |
Access Control
| Action | Viewer | Editor | Admin/Owner |
|---|
| View skills | Yes | Yes | Yes |
| Create/edit skills | No | Yes | Yes |
| Delete skills | No | Yes | Yes |
| Attach skills in chat | No | Yes | Yes |
