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Skills are reusable blocks of instructions created by domain and data admins that tell WisdomAI how to handle specific types of messages. When you send a message, WisdomAI checks which skills are available for your domain and loads the most relevant one, ensuring the same instructions are followed consistently every time.
  • Skills is currently in beta and available to all accounts. Administrators and Data Administrators can create, edit, and delete skills.
  • Explorers can trigger skill activation in chat, including explicit /skill-name invocation, but can’t create, edit, or delete skills. Explorers 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.

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What a skill contains

Each skill has three components:
  • Name: a stable, lowercase, hyphenated identifier (e.g. revenue-analysis). Also used for explicit /skill-name invocation in chat.
  • Description: the trigger signal. Tells WisdomAI when to activate the skill.
  • Instructions: the full guidance: steps, data source rules, output expectations, and business logic.
Each skill is a Markdown document with YAML frontmatter:

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How WisdomAI activates a skill

When you send a message in a domain with skills configured:
  1. WisdomAI resolves which skills are available for your domain.
  2. The agent sees a compact list of available skills — name and description only.
  3. The agent selects the most relevant skill for the request.
  4. The full skill instructions are loaded into the agent’s context.
  5. The agent responds using the skill guidance.
If no skill matches, WisdomAI answers normally without loading any skill.

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Explicit invocation

Type /skill-name in the chat input to invoke a skill directly, bypassing automatic selection. This is useful for testing a skill or for power users who know exactly which workflow to run.
Explorers do not have access to the Skills tab and can’t browse the list of configured skills. If your team relies on explicit invocation, share skill names with Explorers directly so they know what to type.

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Skill loaded indicator

When a skill activates, WisdomAI displays a “Skill loaded: skill-name” indicator in the conversation. Expand it to see which skill was used and inspect its details.

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Skills vs. Knowledge

If it is a fact WisdomAI should know, it belongs in Knowledge. If it is a workflow or set of instructions WisdomAI should follow for a specific task, it belongs in Skills. Avoid these common mistakes:
  • Do not put query templates or step-by-step analysis workflows in Knowledge.
  • Do not put metric definitions or data dictionaries in Skills.

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System skills

WisdomAI includes built-in, read-only system skills that are always available and do not need to be added manually. The main system skill is skill-creator, which generates a complete skill draft (name, description, and instructions) from a natural-language workflow description you give it in chat.
To learn how to use skill-creator to author a skill, read Create a Skill.

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Skills tab reference

Find below references for the Skills tab fields.

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Skills list

The Skills tab displays a table with three columns: The three-dot menu on each row provides Edit and Delete options. These actions require domain admin access.

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Skill detail view

Clicking a skill opens a detail modal showing the full description and instructions. The modal has Close and Edit buttons. If you have read-only access, you can view skill details but cannot modify them.

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Permissions

Creating, editing, and deleting skills requires domain write access (Administrator or Data Administrator). Explorers can’t see the Skills tab or the list of configured skills, but skills still activate automatically for their messages when relevant, and they can invoke a skill directly with /skill-name if they already know its name. Observers cannot use chat at all, so skills do not apply to them. User-level skills scoped to individual users are not yet available.
To create, edit, or delete a skill, read Create a Skill.