Agent Skills
Configure skills available to the AI orchestrator agent.
What are Skills?
Skills are capabilities the AI agent can use:
- Search knowledge bases
- Update CRM records
- Send communications
- Execute workflows
- Query data
Available Skills
CRM Skills
- Search contacts
- Update contact fields
- Create tasks
- Add notes
- Get deal information
Channel Skills
- Send email
- Send WhatsApp message
- Schedule follow-up
Knowledge Skills
- Search knowledge base
- Query documents
- Find similar records
Workflow Skills
- Execute workflow
- Get execution status
Configuring Skills
Enable/Disable
- Go to Automation → Agent Skills
- Toggle skills on/off
- Configure skill-specific settings
Permissions
Control which skills are available:
- By user role
- By context (chat vs. workflow)
- By data sensitivity
Using with Chat
When users interact with the AI chat:
- Agent analyzes request
- Selects appropriate skill(s)
- Executes skill
- Returns results