Custom Skills
Custom Skills let you add your company's own sales judgment, proposal criteria, industry knowledge, and internal rules to the AI agent. You can define, at the workspace level, decision-making criteria that the standard skills alone can't fully express.
Open the settings screen
- Open workspace settings
- Select "Custom Skills"
- Click "Create new"
Only workspace administrators can create, delete, and enable Custom Skills.
Create a Skill
Fill in the following on the creation form.
| Item | Description |
|---|---|
| Name | The display name of the Skill. Example: "Enterprise Deal Review" |
| Description | A brief explanation of when this Skill should be used |
| Model | Haiku (fast, low cost) or Sonnet (balanced) |
| System prompt | The Skill's decision criteria, output format, and prohibitions |
- Enter a name
- In the description, write "in what situations this Skill is used"
- Choose a model
- Write the decision rules in the system prompt
- Click "Create"
What to include in the prompt
| Aspect | Example |
|---|---|
| Applicability | Use in Rooms for enterprise deals, PoCs, or those under legal review |
| Decision criteria | Prioritize checking decision-maker involvement, contract terms, ROI explanation, and deployment structure |
| Output format | Present in this order: concerns, rationale, recommended action, whether approval is required |
| Prohibitions | Don't auto-send customer-facing messages; don't make definitive pricing claims |
| Rationale | Treat the Room's pages, messages, intake information, and tasks as the basis |
Enabling and disabling a Skill
Created Skills appear in the list.
| Action | Description |
|---|---|
| Enable | Makes the Skill available to the agent |
| Disable | Removes the Skill from use while keeping it |
| Delete | Permanently deletes the Skill |
A deleted Skill cannot be recovered. If you've simply stopped using it, we recommend disabling it instead.
When to use standard skills vs. Custom Skills
| Use case | Setting to use |
|---|---|
| Basic features such as task suggestions, message drafting, and material creation | Enabled skills in Agent Policy |
| Your company's own deal phases and completion criteria | Deal Progression |
| Industry-specific judgment, internal sales rules, and your own priority criteria | Custom Skills |
First, organize your phases and actions with the standard deal progression settings, and only break out into a Custom Skill the decision-making criteria that are still missing. This keeps things easier to manage.
Operational notes
Custom Skills add to the agent's decision-making inputs. Execution permissions themselves are controlled by the agent policy's autonomy level, approval requirements, and MCP token scopes.
With the current creation form, Custom Skills are created with low-risk settings and are not granted external tool permissions. Changes to Room content and customer-facing output run through approval cards.