Instructions versus skills
The agent chooses the right skill based on the skill description. It can use multiple skills for the same request.
Add a skill
- Open the agent under AI Agents.
- In Skills, select Add skill.
- Fill in all fields.
- Select Save skill.
All fields are required.
Example: missing purchase review
TitleEdit or delete skills
Select Edit beside a skill, update its fields, and select Save skill. Select Delete and confirm to permanently remove a skill. Changes may not immediately affect ongoing conversations that are already using the skill.Write focused skills
- Keep each skill centered on a recognizable support situation.
- Use numbered steps and explicit decision points.
- Reference published knowledge for product facts that change.
- Explain when the agent should ask a question, continue helping, or escalate.
- Keep skills consistent with the agent’s general instructions and your support policy.