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A skill is a focused set of instructions for a particular support situation. Use skills for procedures such as login troubleshooting, explaining app features, or recognizing when a missing purchase needs human review. Add skills to each agent for the situations it should handle.

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

  1. Open the agent under AI Agents.
  2. In Skills, select Add skill.
  3. Fill in all fields.
  4. Select Save skill.
All fields are required.

Example: missing purchase review

Title
Description
Instructions
Adjust the procedure to your support policy.

Edit 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.
Skills guide how an agent handles a request. Use assignment rules to choose which tickets it receives.