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Skills

A skill is a reusable set of instructions for the AI, such as “Write a cover message for a quotation”. Each skill says what it does and what the AI should do, step by step. This page is a shared library that everyone in the company can see. When you find a skill that fits, you can use it in a project or an agent. Open it from the menu AI › Skills.

Find a skill

  1. Type in the Search skills box
  2. Filter by Category if you like
  3. Click a skill to see its full instructions, source link, who created it, and In use in … places (which projects use it)

If the copy in a project has been changed since it was added, it shows an Edited since label, because a copy that has been put to use can be edited separately from the original.

Add a new skill

  1. Press New skill
  2. Enter a Name, such as “Write a cover message for a quotation”
  3. Fill in What it does in one line, so people know when to use it
  4. Write the Instructions for the AI: what the AI must do, step by step, when this skill is used
  5. Add a Category, Tags (separated by commas) and a Source link (optional)
  6. Press Add skill

Tip: write the instructions as clearly as if you were training a new employee. Say what format you want the result in and what must not be done.

Use a skill

  1. Press Use it on the skill
  2. Under Where, choose Project or Agent
  3. Choose the project or agent, then press Use it
  • Project: the skill is copied into the project. You can see it in the project’s Settings › Skills. You need to be an editor or above on that project
  • Agent: the skill is added to one of your own agents, which will use it from its next run

Edit or delete a skill

  1. Open the skill and press Edit or Delete
  2. Only the person who created the skill, or an administrator, can edit or delete it
  3. A deleted skill cannot be recovered

You can ask Summy too

  • “Do we have a skill for writing sales emails?”
  • “Add a new skill called ‘Meeting summary’ that has the AI summarise in bullet points with an owner for each item”
  • “Use the meeting summary skill in the Website project” (done straight away)
  • “Have the sales agent use this skill” Summy sends a confirmation card for you to press in LINE first