Skills: Teach the AI new capabilities
Skills are reusable capabilities you teach the AI: a workflow you describe once that is then automatically available in every chat. Examples: an invoice parser for your PDF format, a report in your house style, a connection to your CRM.
You’ll find skills in the Skills area in the sidebar. They are available with a Business license.
Creating a skill: right in the chat
Section titled “Creating a skill: right in the chat”Skills are built in conversation, no file uploads required:
- Open the Skills area in the sidebar
- Click “Create skill”
- A guided chat opens: describe what the skill should do
- The AI asks targeted follow-up questions (What is the goal? What does a good result look like?) and then creates the skill for you
The skill is immediately usable: in the current chat, in all future chats and for your agents. You can tell the AI is using a skill from the tool indicator in the chat.
Tip: If you have worked out a recurring workflow in a normal chat, the AI often offers on its own to turn it into a skill. You can also simply say: “Turn this into a reusable skill.”
Connected skills: connecting external services
Section titled “Connected skills: connecting external services”A connected skill calls an external API, for example your CRM, a booking system or a tracking service. There are two ways to build one:
Guided: Click “Connected skill” in the skills area. The AI researches the API documentation with you, requests your credentials through a secure form and tests the connection until access works.
Directly in the chat: You can also upload or link an API documentation in any normal chat and ask: “Can you access this API?” The AI sets up the connection as needed and tries the access. At the end it offers to turn the result into a skill.
Important, regarding credentials: You never type API keys or passwords into the chat text. The AI opens a dedicated input field whose content is stored encrypted right away. The stored credentials are called connections and can be managed under Settings → Security in the “Credentials” section.
Editing a skill
Section titled “Editing a skill”Click a skill in the skills area to open the editor:
- General: Name, description, the “Skill active” switch, the sharing settings and the danger zone for deleting. A deactivated skill is no longer available in chat to anyone, including the people you shared it with, which is why the switch is operated only by the owner, by people with the “Administer skill” role and by workspace administrators
- Definition: The instructions the AI works from. You can edit them directly or discuss changes in the chat (“Change something about my skill …”)
- Files: All files of the skill (instructions, scripts, templates) with version history
- Connections (connected skills only): Shows which external services the skill uses and whether your credentials for them are in place
Every change creates a new version; earlier states can be restored.
Sharing skills
Section titled “Sharing skills”In the General tab you define who may use the skill. Sharing is a list with one row per person or group, and a role dropdown on the right of each row. If nobody is in the list, only you have access.
Use “Add a group or person …” to open the picker. It shows all existing groups and people right away, grouped by kind, so you pick instead of guessing a name. Typing filters the list when you are after someone specific. Entries that already have access stay visible, greyed out and marked “Already granted”. With a lot of entries the list shows only the first ones per section and tells you to narrow down the search.
If everyone in the workspace should have access, pick the entry for all members from the list (it appears as “Alle Mitglieder”). This is the system group that covers every member of your workspace.
Each row gets exactly one of three roles:
| Role | What it allows |
|---|---|
| Use skill | Can call and run the skill in chat, but cannot change anything about it. |
| Edit skill | Can additionally change the skill’s instructions and files. |
| Administer skill | Can additionally change the sharing, transfer ownership and delete the skill. |
Existing shares keep working exactly as before, there is nothing to redo. Deleting, however, is no longer part of editing; it belongs to Administer skill.
Unlike an agent, a skill has no accounts of its own. It only describes the workflow; the credentials always come from whoever is using it at that moment, or from a shared connection. Sharing a skill therefore never hands an account along with it.
Workspace administrators do not automatically get editing rights on someone else’s skill. They can add themselves to the list as an editor, and that entry is then visible to everyone in the list. Administration, on the other hand, stays fully with them, including on skills they do not own: change the sharing, transfer ownership and delete.
In the skill list, administrators too only see what belongs to them or has been shared with them. A colleague’s personal skill does not show up there unless they share it: being an administrator is not a window into other people’s work. When somebody leaves the workspace, their skills are offered for hand-over while you remove the person.
For connected skills there is one more rule: only the skill is shared, never your credentials. When a colleague uses the skill for the first time, the AI asks for their own credentials. That way everyone only sees the data they have access to themselves.
If you want a common team access instead, you additionally share the connection itself: the selected groups and people then work with your stored credentials and are no longer asked for their own.
Who owns a skill
Section titled “Who owns a skill”Above the sharing options you see the skill’s owner, with name and email address. You also see it when you are only allowed to use the skill, so you know whom to ask about questions or change requests. A skill keeps its owner permanently, including after you share it with the entire workspace.
The owner, everyone with the “Administer skill” role and workspace administrators can hand the skill over to someone else via “Change owner”. The dialog lists the people in your workspace right away: pick the person and responsibility moves with it. Whoever originally created the skill may still edit it; what goes away is administration, meaning changing the sharing, transferring ownership and deleting.
Hiding a skill someone shared with you
Section titled “Hiding a skill someone shared with you”If someone shares a skill you do not need, you can hide it for yourself. You find the command in the skill list in the Skills area, in the “Shared with me” section: open the three-dot menu on the skill’s card and pick “Hide for me”. Your own skills have no such menu; you can only hide what somebody else shared with you.
What happens then:
- The skill disappears from your lists and is no longer offered to the assistant in the chat
- Nothing changes for the owner or for anyone else, and the owner is not notified
- The skill stays hidden even if it is shared with you again later
- A “Hidden” section appears at the very bottom of that same page, and you can bring the skill back from there at any time
- If the owner later withdraws your access altogether, the skill drops out of “Hidden” as well: it lists only what you would be allowed to bring back
So hiding only tidies up your own view, it is not a change to the sharing. If you want the access gone entirely, talk to the owner.
Importing existing skills
Section titled “Importing existing skills”If you already have finished skills as files (for example from another environment), you can upload them in the skills area via “Import” as a ZIP archive. The folder must contain a SKILL.md file. For new skills, the chat route is the easier one.
Frequently asked questions
Section titled “Frequently asked questions”When does the AI use a skill? Automatically, as soon as your request matches the skill’s description. You don’t have to invoke it. If a skill doesn’t trigger, make its description more precise or ask the AI in the skill editor chat to sharpen it.
What happens if credentials for a connected skill are missing or invalid? The AI notices this on access and asks you in the chat for new credentials via the secure input field. Alternatively you can reset them at any time under Settings → Security.
Can I delete a skill? Yes, in the General tab in the danger zone, but not everyone can: deleting requires the “Administer skill” role. The owner and workspace administrators may do it as well. Anyone who is only allowed to edit the skill cannot delete it. Deletion is permanent.