Skills

A skill is a written procedure your agents follow. Use one when you have a way you want something done every time — a qualification process, a house style for proposals, the checks before a discount goes out.

Skills versus memory

They are easy to confuse and the distinction matters:

• Memory is a fact every agent reads. "We do not sell to government."
• A skill is a procedure specific agents follow. "How we qualify an inbound lead."

Facts go in memory. Steps go in a skill.

Steps

1. Open Settings → Skills and create one.
2. Name it after the job, not the tool — "Qualify an inbound lead", not "Lead form process".
3. Write the procedure as you would explain it to a new hire: the steps, and what to do when the situation does not fit.
4. Grant it to the chief who owns that function. This is the step people miss.
5. Ask for work that needs it, then check the run log to confirm it was read.

You're done when the skill shows at least one grant and appears in a run.

Gotchas

• An ungranted skill never loads. Grants are per agent, not workspace-wide. A skill with zero grants is a document nobody reads.
• Your writing voice is a skill too. It is captured separately and kept apart from brand voice, so personal messages sound like you and marketing sounds like the company.