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Tutorials

Create custom skills

Save a reusable research instruction once as a custom skill, then apply it to any chat or project in a single click.

If your team keeps retyping the same research prompt — for a B2B SaaS project-management tool, say, "pull recurring complaints about onboarding and group them by team size" — turn it into a custom skill. You write the instruction once, save it to the Skills library, and from then on apply it to any chat or project with one click. It is the fastest way to standardise how you and your colleagues run a recurring analysis: the same prompt, phrased the same way, every time.

Prerequisites

The Skills library opens from inside the chat input, so you need at least one open chat or project to reach it. If you have not created one yet, see Set up your project.

Walkthrough

Open skills

In an open chat or project, click the book icon in the chat input toolbar (labelled Open skills) to open the Skills popover.

Screenshot: the chat input toolbar with the book icon highlighted

Browse all skills

In the popover, click Browse all skills to open the Skills library modal. The popover itself only lists your starred skills for quick access, so this is the way into the full library.

Screenshot: the Skills popover with the Browse all skills button

Create custom skill

In the modal's left sidebar (titled Skills), click Create custom skill — the dashed button at the bottom of the sidebar. This switches the active category to Custom and opens the create form on the right.

Screenshot: the Skills library sidebar with the Create custom skill button

Name, description, and instructions

Fill in the create form's three fields:

  • Name (required, 1–120 characters; placeholder Short, descriptive title) — e.g. Onboarding feedback by team size.
  • Description (optional) (up to 400 characters; placeholder One-line summary) — a reminder of what the skill does, e.g. Groups onboarding complaints by company/team size.
  • Instructions (required, 10–4000 characters, with a live character counter) — the prompt the assistant runs when you apply the skill, e.g. Analyse onboarding feedback for our B2B SaaS project-management tool. Group recurring complaints by team size and surface the top three themes with example mentions.

Screenshot: the create form showing the Name, Description, and Instructions fields

Create

Click Create. The button shows Creating… while it saves. On success a Skill created toast appears and the new skill opens in its detail view. Saving is a plain store operation — no AI generation, no credits.

Screenshot: the Create button and the Skill created toast

Use this skill

Your new skill lives under the Custom category. From its detail view you can Edit or Delete it, star it to add it to Favorites, or click Use this skill to drop its instructions into the open chat or project draft.

Now apply it

A custom skill is only useful once you run it against collected data. Open a chat or project on a dataset, apply the skill, and the assistant works through your saved instruction — grouping onboarding complaints by team size, surfacing the top themes, and quoting example mentions. The same pattern works for any recurring analysis you save: pain points, feature requests, positive and negative quotes, objections, or share of voice. To apply built-in skills the same way and see the full catalogue, see Use skills.

Gotchas

  • "Skill" and "prompt" are the same thing. The interface says skill (sidebar Skills, buttons Create custom skill and Use this skill), but the underlying API path is /processing/prompts. Built-in catalog items are prompts; the ones you create are custom skills. Treat skill and prompt as the same object.
  • Creating a skill is free. Saving is a plain create-and-store operation — there is no AI generation and no credits are consumed. The skill does not run anything on its own; it just stores reusable instructions you apply later.
  • Validation is enforced. Name must be 1–120 characters, Description (optional) is capped at 400, and Instructions must be 10–4000. The Create button stays disabled until the form is valid.
  • You cannot pick a category. New skills are always filed under Custom. The four thematic categories — Market research, Content & positioning, Audience research, and Charting & visualization — only hold the built-in catalog.
  • Only custom skills can be edited or deleted. Built-in catalog skills show a Customize button instead, which forks them into a new custom skill — the tooltip reads Saves as a new custom prompt — the original stays as is. The copy lands under Custom and the original built-in skill is untouched.
  • Favorites is a filter, not a folder. Starring a skill makes it show under Favorites and pins it to the chat-input Skills popover for quick access — it does not move the skill out of Custom.
  • Use this skill needs an open draft. The button is disabled unless a chat or project draft is active; the tooltip reads Open a chat or project to apply this skill.

Next steps

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