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Skills are reusable playbooks that tell your agent what to do in specific scenarios. Each skill has a name, a trigger description, and a set of instructions the agent follows when activated.

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How they work

All enabled skills are loaded into every agent session. The agent picks the right one based on what you ask. For example, a skill called “My Outbound Pipeline” with the trigger “when I say ‘run outbound’” activates whenever you type “run outbound.”

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Creating a skill

From the Skills page in the sidebar, click New Skill and fill in the name, description, and instructions. You can also ask the agent directly:
“Create a skill called ‘Weekly Report’ that compiles my pipeline metrics every time I say ‘weekly report’.”

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Examples

  • Outbound pipeline: “When I say ‘run outbound’, find companies matching my ICP, identify decision-makers, and enrich their contact info.”
  • Meeting prep: “When I say ‘prep for meeting with [company]’, research the company, find recent news, and identify key people.”
  • Lead scoring: “When I ask to score leads, evaluate each lead against my ICP criteria and rank them by fit.”