Create a skill with your agent

Purpose

Neda answers the same warranty question many times a week, but she would not know how to write a skill file. Tell your agent what the task is, answer a few short questions, and it writes the skill for you. You read the draft, and one button saves it and gives the agent the skill.

Before you start

Use a normal chat in the web app. You need permission to manage skills and agents in the workspace.

Steps

1. Open "Skills" in the sidebar and choose "Created by me". If you have not created any skills, the page says "You have not created any skills yet." Select "Create one with your agent". A new chat opens with "Help me create a skill" typed in the message box. Send it. You can also ask for a skill in any chat, in your own words.
2. Answer the agent's short questions: what the skill is for, when it should be used, the steps or the tone, and an example. If your first message already says all of this, the agent may skip them.
3. The agent shows a card labeled "Skill draft" with the skill's title and description and, under "Full skill text", the whole text it wrote. Read it. To change something, ask the agent; it shows a new card, and you use the latest one.
4. Read the line under the text. In a chat with one of your own agents it says "Saving creates this skill and attaches it to the agent you are chatting with." In a chat with the default agent it says "This is the default agent, so saving makes the skill visible to the whole workspace and to the default agent."
5. Select "Save and attach" (with the default agent the button is "Save for the workspace"). The card then says "Saved and attached. The agent will use it from now on." or, for the default agent, "Saved. The whole workspace can use it now." Select "Open in Skills" to see the skill, edit it or add files (see "Create or upload a workspace skill").

Expected result

A new workspace skill exists and is attached to the agent you chatted with (or available to the whole workspace, for the default agent). Nothing is saved until you select the button; the agent cannot save a skill on its own.

Troubleshooting