Create and use skills in Breeze Assistant

Create skills to give Breeze Assistant custom instructions for business-specific tasks. Skills store instructions, business context, files, and output behavior that tell Breeze Assistant how to perform a task. This reduces the manual work of entering lengthy instructions and keeps output consistent for repeat tasks. To save a question or request you use often that doesn't require specific instructions, use saved prompts instead.

Before using Breeze Assistant, review how it uses your account context and responds to prompts.

Understand requirements

• Turn on Give users access to Breeze Assistant in your AI settings.

Understand limitations & considerations

• Skills only support markdown instructions, not scripts, tools, or external data sources.

Create skills

Skills are specific to your user until you share them. If you've built skills for other AI agents, copy them to Breeze Assistant to start from that baseline. You can also prompt Breeze Assistant to build a skill or create it manually.

To create a skill:

1. In the top navigation bar, click Breeze Assistant. 
2. In the prompt text field, click the  use tools icon.
3. In the pop-up menu, hover over Skills, then select Add skill.
4. In the dialog box, click Add skill, then select a method.

Upload a skill

1. Click Upload a skill. 
2. Click the file upload area, then select a SKILL.md file or a .zip folder that contains a SKILL.md file.
3. Edit the skill description, if desired.
4. Click Upload skill.

Build a skill manually

1. Click Create a skill.
2. In the Skill name text field, enter a name. You'll use this when invoking a skill.
3. In the Skill description text field, enter a brief description of the skill's purpose.
4. In the Skill content text field, enter the skill's instructions in markdown format. For guidance on format, refer to this markdown cheat sheet.
5. When you're finished, click Save skill.

Build a skill with Breeze Assistant

1. Click Create with Breeze.
2. Select answers to Breeze Assistant's configuration questions or select Skip.
3. Enter a prompt that describes the task you want the skill to complete. Breeze Assistant will generate the skill instructions.
4. In the right panel, review the generated instructions.
5. Enter a follow-up prompt to refine the instructions, if applicable.
6. In the right panel, click Save skill.

Use skills

Breeze Assistant doesn't select and use a skill automatically. You must invoke it in a new or existing conversation. 

To use a skill:

1. In the top navigation bar, click Breeze Assistant.
2. Click the prompt text field.
3. Press the / key on your keyboard, then click the name of a skill. 
4. Enter any details your skill requires, then click the  send prompt icon. Breeze Assistant will respond based on your skill instructions.

Manage skills

Edit a skill to refine its instructions if output isn't what you expect or delete skills you don't use. Share skills so your team doesn't need to create their own.

1. In the top navigation bar, click Breeze Assistant.
2. In the prompt text field, click the  use tools icon.
3. In the pop-up menu, hover over Skills, then select Manage skills.

Share skills

1. In the dialog box, hover over the skill you want to share.
2. Click the  three horizontal dots icon, then select Share.
3. Click the Add people by name or email dropdown menu, then select users and teams.
4. When you're finished, click Save. Users and teams you added can now use the skill.

Edit skills

1. In the dialog box, hover over the skill you want to edit.
2. Click the  three horizontal dots icon, then select Edit. 
3. Make desired changes to the skill.
4. When you're finished, click Save skill. 

Delete skills

1. In the dialog box, hover over the skill you want to delete.
2. Click the  three horizontal dots icon, then select Delete.
3. Click Delete skill to confirm.