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Skills & Triggers

Skills give your agent focused capabilities for specific situations. Each skill bundles a step-by-step procedure the agent follows with the tools it needs to carry it out. Triggers decide when a skill activates, so the agent reaches for the right capability at the right moment.

Where to find it

Section titled “Where to find it”

Open AI Agents → Configure → Skills.

AI Agents → Configure → Skills
The Skills sub-tab of the AI Agents Configure tab

AI Agents → Configure → Skills

Creating a skill

Section titled “Creating a skill”

  1. Go to AI Agents → Configure → Skills and click New skill.

  2. Write the skill’s procedure — the steps the agent should follow when the situation matches — and choose the tools it may use to execute them.

  3. Set the skill’s triggers so it activates only in the right situations, rather than the agent picking individual tools on its own.

  4. Attach the skill to the relevant lifecycle stages so it applies at the right point in the customer journey.

Section titled “Related”