Skills

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Why use skills?

• Consistency: Encode best practices once, reuse across multiple tasks
• Domain knowledge: Capture site-specific quirks, workflows, or patterns
• Team collaboration: Share proven approaches with your team
• Maintainability: Update a skill once, all attached nodes benefit

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Creating a skill

1. Open Skills in the left navigation
2. Click New Skill
3. Fill in:
   • Name: A short, descriptive title (e.g., “Handle Certn ID Verification”)
   • Description: Optional summary shown in the picker
   • Instructions: Detailed guidance for the agent

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Writing good instructions

When processing ID verification on support.certn.co:

1. Navigate to the ID verification list page
2. Click the "Created" column to sort by date
3. For each row that needs review:
   - Click the row to open details
   - Check the document images against the applicant info
   - Select the appropriate verification status
   - Add notes if rejecting
4. Return to the list before processing the next item

Note: The table rows don't have visible IDs. Use network request
inspection (get_network_requests) to capture the API response
which contains the applicant UUIDs.

• Be specific about steps and expected outcomes
• Mention site-specific quirks or patterns
• Include error handling guidance
• Use plain text (no markdown formatting)

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Attaching skills to tasks

1. Open your task in the builder
2. Select or create an Agent Action node
3. In the node editor, find the Skills section
4. Select one or more skills to attach

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Managing skills

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Edit a skill

1. Go to Skills and click the skill name
2. Make your changes
3. Click Save

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Improve with AI

• Fixes grammar and awkward phrasing
• Reorganizes for clarity
• Preserves all your original details (never adds new content)

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Delete a skill

1. Open the skill
2. Click the trash icon
3. Confirm deletion

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Use cases

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Skills vs node prompts