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Give an agent the expertise for the job

A skill names the job, binds the tool, sets the data the agent may see, and shows what good output looks like. Take one from the catalog and adapt it to how you work, or add your own.

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Carrier invoice auditing
Finance
Tool
invoice.audit
invoiceId, contractId, tolerance
Data scope
invoices, contracts, shipments
Allow list, filtered to your accounts
Output schema
decision, reasoning, confidence
Strict validation
Worked example

Residential surcharge billed above contract on 142 lines → dispute, with the contract clause cited.

How a skill works

Trace what an agent does back to a skill.

  • Set what the skill does

    Name the skill, say when to use it and when not to, then set an output schema and add worked examples.

  • Bind the skill to a tool

    Point the skill at a built-in tool, a data-scoped tool, or a webhook. A skill with no tool bound guides the agent but calls nothing.

  • Scope the data the skill may see

    Set allow and deny lists on the tables and fields, plus row filters. The skill cannot read past that scope.

  • Test the skill, then switch it on

    Dry-run the skill from a dialog and regression-test it against a stored library of cases, then switch it on per agent.

See how a skill shapes the output

Two screens from the support agent and the decision timeline.

Support · Ticket 4471
Support agent · level 2
Asked
“Where is my order and why was part of it split?”
Order #10488
Shipped Mar 8, one line backordered
Tracking
In transit, UPS Ground, due Thursday
Returns policy
Knowledge base, updated Feb 2
Reply drafted, waiting for you
Cites the tracking date, explains the backordered line against the next receipt, and links the returns policy.

See which records the agent read

A skill sets which records the agent may read for a question and what good output looks like. The output cites those records, and the output schema decides whether it passes, warns, or fails.

Spot a skill that stops performing

A skill records its validation result, latency, and cost on the decision timeline. A skill that starts scoring lower shows up there before the output suffers.

Carrier invoice auditing
Score 0.71
0.94
Wk 1
0.92
Wk 2
0.88
Wk 3
0.71
Wk 4
Output schema warnings18 of 240 runs
Reviewer overrides11 last week

A new surcharge format the examples do not cover. Add a worked example and the score recovers.

Skills by module

Skills ship for the six Operations modules. Adapt one to how you work, or add your own.

Order Management
Check order status, allocate across locations, coordinate a BOPIS pickup, and process a return.
Transportation Management
Select the carrier, track the shipment, work an exception, and schedule the pickup.
Spend Management
Audit a carrier invoice, file a freight claim, and manage a detention charge.
Warehouse Management
Check stock and allocation, receive against the PO, and cartonize by package dimensions.
Rate Management
Review a rate card, compare it against benchmarks, and validate a contract rate.
Procurement
Score vendor bids, manage a purchase order, and manage the S&OP cycle.

Tell us one job you want an agent to do

We'll pick the catalog skills that cover the job, bind the tools, set the data scope, and dry-run each skill against your own records.

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