Creating and using custom skills

A custom skill describes a specific action to perform or rule to follow in a specific context. Custom skills are tied to a specific workspace.

For example, whenever you generate data to a REST API, you want the Data Agent to use a specific type of credential and a specific endpoint.

When the Data Agent detects that a configured skill applies in the current context, it automatically uses the skill. You can also load the skill directly.

Displaying the list of available skills

You manage custom skills from the Skills page on the Agent Instructions panel.

Skills page on the Agent Instructions panel

To display the Skills page, either:

• In the Data Agent heading, click the agent instructions icon, then click Skills.

Agent instructions icon in the Data Agent heading

• In the Data Agent chat prompt, click Skills, then click Manage Skills. The Skills dropdown also displays the available skills.

Skills dropdown list in the Data Agent chat prompt

Creating a custom skill

To create a custom skill:

1. Either:

   1. In the Skills dropdown, click Add Skill.
   2. On the Skills page, click New Skill.

Fields to configure a new custom skill

1. In the Name field, provide a name for the skill.
2. In the Description field, provide a description of the context when the Data Agent should load the skill.
3. In the Instructions field, provide the specific instructions for the Data Agent to follow when the skill is loaded.
4. Under Reference files, upload any files that the Data Agent can use with this skill. For example, you might provide a data dictionary, a sample schema, a PDF or image to work from, or a font file to use in generated files. To add files, click Add files, then search for and select the files to add.
5. Click Create Skill.

Editing a custom skill

You edit a custom skill from the Skills page.

1. On the Skills page, click the skill to edit.

Fields to edit an existing custom skill

1. Update the skill configuration.
2. Click Save Changes.

Loading a custom skill

The Data Agent should automatically detect that the current context applies to a configured custom skill.

To manually load the skill:

1. In the chat prompt, click Skills.
2. In the Skills dropdown, click the skill to load.

Deleting a custom skill

You delete a custom skill from the Skills page.

1. On the Skills page, click the custom skill to delete.
2. On the custom skill details, click Delete.