Skills
Write down how you do a piece of work once. The Agent follows it when the work matches, or when you call it with a slash.
Availability: Available on Pro, Business and Enterprise, and during the 14-day trial. Skills run on AI credits. Compare plans
Who can do this: Every member, for their own skills. Owners, Admins and roles with Publish skills publish for the organization.
A skill is how you do one piece of your work, written once: when it applies, the steps, and what the result looks like. The Agent follows it when the work matches, or when you call it.
A skill grants nothing. The Agent follows it as you, with your rights and your autonomy mode.
Use a skill#
Open Settings > Agent and AI > Skills. Each skill has a switch, For you. Turn on the ones you want.
In a conversation, type / and the skill's name, or open the + menu (Add files, skills and more) and choose Skills. The menu lists the skills you have on, with Manage skills and Browse skills.
A chip above the box names the skill for your next message. Remove the skill takes it off before you send. Once sent, it stays in force for the conversation: Stop using ends it from your next message, and Keep using takes that back. The line under your message says Used skill.
Without a slash, the Agent picks a skill by its description when the work matches. It reads up to 20 of your skills this way, the first 300 characters of each description, and finds the rest by searching. A skill marked Only when called is never picked this way.
Skills run on AI credits. An organization with none sees where to add them, and skills stay closed until then.
Write a skill#
Open the editor#
In Settings > Agent and AI > Skills, choose Add, then Create a skill.
Fill it in#
Title names it. Name is lowercase letters, digits and hyphens: you call the skill with / and this name. Description says what it does and when to use it, because the Agent picks the skill by these words. Instructions hold the steps.
Choose Only when called to keep the Agent from using it by itself.
Save it#
Choose Save. A skill you write is on for you. Each later save makes a new version.
Note: A skill can be overlooked. For something that must always hold, use an approval rule or a workflow.
Have the Agent draft one#
Choose Add, then Create with Agent. The dialog holds a starter message: Open the chat writes it in the composer without sending it, or Copy it. Answer the Agent's questions about the job.
The Agent drafts the skill, which is a card in every autonomy mode. The draft is yours and stays off. Read it, edit it, and turn it on. Saving and editing a skill are always yours: the Agent only drafts.
Upload a skill#
An uploaded skill is a folder in the open Agent Skills format: a SKILL.md with a name and a description, and any files it names.
Choose the folder#
Choose Add, then Upload skill, then Choose folder, and pick the folder that holds SKILL.md.
Write the description#
The Description is yours to write. The Agent picks the skill by these words, and the folder's were written outside your organization.
Upload#
Choose Upload. The skill arrives off, marked From outside.
Open it before you turn it on. What came from outside lists the description that came with it, Scripts (kept, never run), lines that tell the Agent to hide what it does or to ignore rules, web and email addresses, and anything that looks like a password or a key. Tick I read what came with this skill, then choose Turn on. A new version from outside waits the same way.
Scripts are kept and never run.
Share a skill#
Open one of your skills. Under Shared with, which reads "Only you." until you share it, pick a Colleague, choose What they can do, Can use or Can edit, then Share. It waits under Shared with you until they turn it on. Stop sharing takes it back.
Publish to your organization#
A person with the Publish skills right publishes a skill for everyone. Open the skill, find Publish to your organization, choose Everyone, then Publish.
- Everyone it reaches stays on the version you publish until you publish again, and each can turn it on.
- It stops being a personal skill for good: people with Publish skills manage it from then on.
- Once it is published, the button reads Publish version N for a newer version, or Update who gets it.
Publish skills is set in Settings > Members and access > Roles. Owners and Admins hold it, and a custom role can. It covers publishing, saving the next version of an organization skill, restoring a version, archiving and deleting. See Roles.
SalexHub's skills#
Discover lists the skills SalexHub wrote and reviewed. Turn one on for yourself. A skill that belongs to a module is hidden while the module is off.
| Skill | Comes with |
|---|---|
| Write a follow-up | The platform |
| Qualify a deal | Sales |
| Prepare a renewal offer | Sales |
| Plan a campaign | Marketing |
A person with Publish skills also sees For everyone, and chooses Off for everyone or Available.
Versions, archive and delete#
A skill's page shows Version N and Versions. Restore brings an earlier version back as the newest, and no version is deleted. For an organization skill, everyone it reaches gets that version from then on.
Archive moves a skill to Archived, where Restore brings it back. An archived skill deletes itself after 90 days, and the list shows the date. Delete for good removes every version and file and cannot be undone. For an organization skill, everyone it reaches loses it.
Policy#
A person with the Organization settings right sees Policy at the foot of the page. It has three switches, all on by default.
| Switch | What it allows |
|---|---|
| Members may create their own skills | Writing a skill, or having the Agent draft one |
| Members may upload skills | Uploading a folder |
| Members may share skills with each other | Sharing a personal skill |
Turning one off keeps existing skills and stops new ones. Who may publish is set in Roles.
What the Agent does with skills#
The Agent lists, searches and reads the skills you may use. Every other act of the Agent on a skill is a card in every autonomy mode: drafting, turning on, sharing, publishing, archiving, restoring and deleting. Saving a version, uploading and changing the policy are never the Agent's.
Limits#
| What | Limit |
|---|---|
| Skills per person | 200, archived ones count |
| Skills per organization | 1,000 |
| Name | 64 characters |
| Title | 120 characters |
| Description | 1,024 characters |
| Instructions | 15,000 characters, about 5,000 tokens. Under 500 lines is advised. |
| Files in one version | 50, and 10 MB in all |
A name cannot be one of the chat's own commands: summarize, next-steps, draft-email, risks, task, find or ask.
Questions#
A skill or memory? Memory holds facts and rules the Agent carries into every conversation. A skill holds how to do one job. See Memory.
Can I change a skill SalexHub wrote? No. SalexHub keeps them. Ask the Agent to draft your own from one.