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Agent Skills

A skill is a set of instructions you write for your agents, a bit like the onboarding guide you’d give a new hire. It captures something you know, such as how your brand sounds or how you put a particular email together, so the agent can handle that task like someone who already knows your way of working instead of guessing. You write a skill once, and any agent you assign it to can use it.

Because you write skills yourself, you can make one for anything your team does regularly. They use an open format too, so you can bring across guidelines you already have.

An agent automatically discovers the skills assigned to it and reads any that are relevant to what you’ve asked for. You can also attach a skill to a chat yourself to guarantee that an agent reads it.

Attaching a skill to a conversation from the email editor chat

A skill can capture any part of how your brand does email. If you have a rule, a preference, or some hard-won know-how about how something should be done, it’s worth writing down as a skill so the agent handles it the way your team would.

Most organizations start with a brand voice skill that sets out how their emails should sound: your tone, the words you use, the ones you avoid. From there it’s up to you. You might write a skill for how you word subject lines, what your legal footer has to include, the dos and don’ts for your copy, or how a product launch email differs from a newsletter. There’s no fixed list. The right skills are the ones that capture the standards you already work to, so the agent can build and write just like you.

You don’t need to get it all down at once. Start with one or two, see how the agent does, then tweak the wording and add new skills as you spot gaps. Over time they build into a working description of how your brand does email, and the results get closer to something you’d have made yourself.

A workspace's Skills tab listing several skills with their descriptions

Go to Agents in the sidebar, open the Skills tab, and click Create new Skill.

The skill form, with the Name, Description and Instructions fields

Give your skill:

  • Name: a short handle, like brand-voice or product-update.
  • Description: what the skill is for and when to use it. This is how an agent knows when to reach for it, so be clear about when it applies.
  • Instructions: the guidance itself, written in plain language, the way you’d brief a colleague.

If you’d rather keep your instructions in a file, you can upload a Markdown file instead of writing the skill in the app.

A skill can carry example emails alongside its instructions, and it’s one of the most useful things you can do with one. Instead of describing the email you want in words, you can hand the AI a real one to work from.

Attach an email you’re happy with and the agent has concrete context for its structure, length, layout and tone, far more than you could practically write out. A short instruction like “build a new email like the attached one” then gets you something close to it without spelling out every detail.

It’s especially good for emails you send on a regular cadence. Say you send a product update every month: attach last month’s to a skill and write instructions like:

Build an email like the attached product update, but refresh the content for this month. Get the latest releases from https://example.com/releases.

Now a short prompt like “Build my product update email for June” is enough. The agent follows the format of the email you attached and pulls in the new content.

A skill only takes effect once it’s assigned to an agent. You can manage this from either the skill or the agent. Assign the same skill to several agents when it applies broadly: write your brand voice once, and every agent that builds customer-facing email can use it.