> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wisepilot.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Skills

> Create reusable AI playbooks that guide the AI through specific workflows with the right context and data.

# 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                |

### 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.

| 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                |

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:

| 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?") |

Inputs are automatically prefilled with smart suggestions based on your workspace data.

## 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                 |

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.

<Tip>
  Skills are only available when using Claude models. Switch to a Claude model to see the skill attachment option.
</Tip>

## 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         |