Introduction Skills Follow

Skills allow you to create reusable business expertise that can be used across your AI agents. A Skill can define a specific capability, such as Deal Health Analysis, Lead Qualification, Account Risk Review, or Email Writer, without creating a separate agent for each use case.

A Skill can include the expertise, data requirements, knowledge sources, actions, guardrails, and output format needed to perform a specific task. Agents can then use these Skills when appropriate.

Topics Covered:

• How To Create Skills?
• How To Delete Skills?

How To Create Skills?

• Navigate to Skara AI Studio from the left-side panel
  
  
   
• Click on Teams Ai Agent
  
  
   
  • Click on Skills 
    
    
     
• Click on Create Skill to create a new Skill
   
  

Add Skill Basics

Start by providing a name and description that clearly explain what the Skill does.

• Skill Name: Enter a business-friendly name that describes the reusable expertise provided by the Skill.

  • For example: Deal Health Analysis

• Short Description - Add a brief description to help users understand when the Skill should be used.

  • For example: Reviews open deals for stale activity, missing next steps, and close risk. 

• How this Skill Should Work - Use the field to describe the Skill's core business logic.

  • For example: Review open deals for missing next activity, long inactivity, close date risk, low engagement, and missing decision maker. Return the risk level, reason, evidence, and recommended next step

• CRM Data Access - You can define the CRM data that the Skill typically needs to perform its work. 

  • For example, a Deal Health Analysis Skill may require: 

  • CRM data	Fields
    Deals	Stage, Value, Close Date, Owner
    Activities	Last Activity Date, Next Activity
    Contacts	Email, Job Title

Only CRM modules and fields available through your AI Studio configuration can be selected.

• Knowledge Sources - Knowledge sources provide additional reference material that can help the Skill produce more relevant results. 

  • Examples include:

    • Sales methodology documents
    • Qualification frameworks
    • Email tone guides
    • Renewal risk playbooks
• Add Actions - Actions define the tools that a Skill may recommend or use.
  • Examples include:
    • Create a task
    • Draft an email
    • Update a CRM field
    • Search Gmail

Once a Skill is configured, you can either save it as a Draft or Publish it. Once published, the Skill becomes available for use by Agents.

How To Delete Skills?

• Navigate to Skara AI Studio from the left-side panel
  
  
   
• Click on Teams Ai Agent
  
  
   

• Click on Skills 
  
  

   

• Head over to the Action button of the skill you wants to delete
  
  
   
• Click on Delete