Create a Skill

There are two ways to create a skill: directly through the Skills tab in domain settings, or by using the skill-creator system skill in chat to generate a complete draft.

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Before you begin

• You need domain write access (Administrator or Data Administrator) to create, edit, or delete skills. See Access Management for a full breakdown of roles and permissions.
• Explorers can trigger skill activation in chat, including explicit /skill-name invocation, but can’t create, edit, or delete skills. They can also run skill-creator and get a full draft back in chat, but since Explorers do not have create or write access, the draft is not saved to the domain.
• Skills work best on top of well-configured domains. If a data source is poorly described or tables are not crawled, a skill cannot compensate for that. Set up your data model first. See Advanced Data Modeling.

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Create a skill from a domain

1. Navigate to the domain, then select the Context tab.
2. Select the Skills sub-tab.
3. Click Add Skill.
4. Fill in the three fields in the New Skill modal:
   • Name: a lowercase, hyphenated identifier (e.g. revenue-analysis). This is also the identifier for explicit /skill-name invocation in chat.
   • Description: describe when WisdomAI should activate this skill. The field includes a “Guide to optimizing skill descriptions” helper link.
   • Instructions: the full guidance: steps, data source rules, output expectations, and business logic.
5. Click Save.

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Tips for writing effective skills

• Create skills for the top recurring question and analysis types in your domain.
• If a Knowledge entry is longer than approximately 500 words and contains step-by-step workflows or query templates, consider converting it to a skill instead.
• Match the phrasing your users would naturally type for the description. Vague descriptions cause the skill to activate too broadly or not at all.
• If your instructions include conditional phrasing like “when a user asks,” “if the user asks,” or “use this for X analysis,” that’s a sign the content belongs in a skill.

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Create a skill using skill-creator in chat

skill-creator is a built-in system skill that generates a complete skill draft (name, description, and instructions) from a natural-language workflow description.

1. Open a chat in the domain.
2. Describe your workflow in natural language. For example: “Can you create a skill for analyzing client performance improvement?”
3. WisdomAI loads skill-creator and generates a complete draft.
4. Review the draft. If you are an Administrator or Data Administrator, WisdomAI saves the skill directly to your domain.

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Verify the skill works

1. Open a chat in the domain and send a message you expect to trigger the skill.
2. Check for the “Skill loaded: skill-name” indicator in the conversation. Expand it to confirm the correct skill was activated.

To invoke the skill directly, type /skill-name in the chat input.

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Edit or delete a skill

• Edit: open the Skills tab, click the three-dot menu on the skill row, and select Edit. Every edit creates a new version. The domain links to the version saved at that point, so updates are explicit and do not silently change behavior.
• Delete: click the three-dot menu and select Delete. Deleting a skill is permanent.