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Write a skill

Create a company skill in a skill category, write it, and publish a version before agents can use it.

Open Skills. The page says Skills your agents can use, grouped by category. Each agent picks the ones it needs. A skill belongs to the company. You write it once, then each agent chooses it.

Create it

  • Choose New skill. In a category, + is named New skill in that category and opens the same form with the category already chosen.
  • What the skill is called.
  • The category it belongs to. If none is chosen, the field says Choose a category. A skill needs a category. Make one on Skill categories first when the list is empty.
  • It is created empty and its own page opens. If it cannot be created, the form says The skill could not be created.

Write it, then publish

What you change on the skill is a draft. The page says What you change here is a draft. Agents start using it once a new version is published on the Versions tab. A skill marked Draft cannot be picked by an agent until that version is published. On the agent's Skills page the line is Publish this skill before the agent can use it live, with Publish skill.