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, sharing and deletion
- 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:
| Option | Description |
|---|---|
| Only me | Just yourself (default) |
| Specific people or groups | You choose who gets access |
| Entire workspace | All users in your workspace |
Recipients can use the skill but not modify it. 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.
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. Deletion is permanent.