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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.

From the AI Agents coach, open Skills, or go directly to /ai-agents/skills.

AI Agents → Skills — /ai-agents/skills
The Skills editor opened from the AI Agents coach

AI Agents → Skills — /ai-agents/skills

  1. From the AI Agents coach, open Skills (/ai-agents/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.