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Skills

Skills list

Skills are free-form instructions the model follows in specific scenarios. Each skill has a title, a description, and a body. This page covers manual authoring, CSV bulk operations, the template library, and AI drafting.

What you'll do

  • Create, edit, and delete skills.
  • Bulk-import skills from CSV and export them back.
  • Pick from a library of curated templates.
  • Draft a skill from a one-sentence intent using AI.

Step-by-step

Create a skill manually

  1. Open Skills from the sidebar.
  2. Click New skill in the top-right.
  3. Fill in the form:
    • Title, in kebab-case (for example escalate-to-agent).
    • Description, one sentence about when the skill applies.
    • Skill body, the trigger, actions, and fallback. The textarea is monospaced for easier editing.
  4. Click Save. You return to the list and the new card appears.

Edit or delete

  1. On the Skills list, click a skill card.
  2. Update fields and click Save.
  3. To remove a skill, click Delete on its detail page and confirm.

Export CSV

  1. On the Skills list, click Export CSV in the header.
  2. A file named skills.csv downloads. Multi-line skill bodies are properly quoted.

Import CSV

  1. Click Import CSV in the header.
  2. If you need a starting point, click the sample link inside the dialog.
  3. The dialog runs a four-stage flow:
    • Pick, upload a CSV.
    • Preview, each row is validated. Invalid rows appear in a table with the reason.
    • Importing, valid rows are submitted one by one with a progress indicator.
    • Done, a summary of created and failed counts.
  4. If you had invalid rows, fix them in your CSV and re-upload.

Templates

  1. Click Templates in the header.
  2. A dialog shows a library of curated templates across five categories: Onboarding, Support, Sales, Escalation, and Utility. The library covers common flows like greeting, handoff, order lookup, appointment booking, coupon issuance, invoice sending, KYC collection, feedback capture, language matching, and abandoned-cart recovery.
  3. Multi-select the ones you want and click Add. Templates whose title matches a skill you already have show an Added badge and are skipped.
  4. After adding, open each new skill and adjust the body to match your policies (return window, escalation contact, brand voice).

Draft with AI

  1. On the New skill page, use the Intent textarea at the top.
  2. Describe the intent in a single sentence, for example Handle order status questions when the customer gives an order number.
  3. Click Draft with AI. The form fields below populate with a suggested title, description, and body.
  4. Review, edit, and Save.

This requires an AI provider to be configured. See AI provider settings.

Troubleshooting

  • CSV import stuck on preview with invalid rows, fix the flagged rows in the source CSV and re-upload. Nothing invalid is submitted.
  • "AI not configured" appears when clicking Draft with AI, open the AI provider settings page and configure a provider.
  • A multi-line skill body imported oddly, ensure the cell in your CSV is fully quoted. The sample CSV in the Import dialog shows the correct escaping.
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