Skills

Group skills into skill sets

A skill set is a named group of skills. Switching a set on for an agent gives it every skill in the set, including skills you add to the set later once the agent is published again.

Open Agents > Skills in the sidebar and select the Skill Sets tab. Space, Alo and Platform switch between your workspace's sets and the built-in ones.

The Skill Sets tab with the Accounts Payable Toolkit set: two skills, tagged finance and accounts-payable

Create a skill set

  1. On the Skill Sets tab, select New skill set > Create manually.

  2. Fill in the fields and select the skills to include.

    The Accounts Payable Toolkit skill set with Expense Policy Check and Invoice Matching Rules checked in the Skills list

  3. Select Create.

FieldWhat to enter
NameHow the set appears in lists and in the agent editor.
DescriptionWhen agents should use this group of skills.
TagsLabels to filter sets by.
SkillsCheck every skill that belongs in the set: your workspace's and built-in ones.

On the Library tab, each set shows as a group with its skills under it; skills in no set are under Individual skills.

Create a skill set from a ZIP

Select New skill set > Upload ZIP and choose a ZIP whose top-level folders each hold one skill with its SKILL.md. Every skill is imported, and a set named after the ZIP file is created around them. The ZIP rules are the same as for skills; see Create a skill.

Use a skill set

In the agent editor, open Skills, then the Skill Sets tab, and select the set. See Configure an agent.

Edit or delete a skill set

Select a set's name to edit it, then Save. To delete one, open the ⋮ menu at the end of its row and select Delete.

  • Deleting a set removes the group, not the skills in it.
  • Deleting a set takes it off every agent's draft; agents keep its skills in their published version until they are published again, and keep any skill also switched on for them on its own.
  • A change to a set reaches each agent that uses it when that agent is next published.

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