Intelligence
Skill Sets
Collections of custom skills that extend your AI agent's capabilities.
Skill Sets are collections of custom skills — specific actions your AI agent can perform beyond conversation. Skills let your agent fetch data, integrate with external services, and run custom workflows.
What Skill Sets do
- Group related skills: Bundles of actions your AI can perform
- Add custom functionality: Extend your AI with specific capabilities
- Are reusable: Share and install across workspaces
- Are version-controlled: Track changes and updates
- Require configuration: Set up before use
Why use Skill Sets
Skill Sets let your AI:
- Perform actions: Execute tasks like checking orders or booking appointments
- Integrate services: Connect with external APIs
- Run custom workflows: Build specialized conversation flows
- Go beyond Q&A: Add functionality past knowledge-based answers
- Automate tasks: Handle complex operations automatically
What skills can do
Skills within a Skill Set can:
- Fetch data: Retrieve information from external sources
- Perform actions: Create, update, or delete data
- Integrate APIs: Connect with third-party services
- Process information: Transform and analyze data
- Trigger workflows: Kick off complex processes
Skill Set structure
A Skill Set typically contains:
- Name and description: What the Skill Set does
- Multiple skills: Individual actions within the set
- Configuration: Settings required for operation
- Versioning: Track updates and changes
Opening Skill Sets
- Go to your Cloodot dashboard.
- Navigate to Intelligence → Skill Sets (or AI → Skill Sets).
- You'll see available Skill Sets and options to create or install new ones.
Managing Skill Sets
Viewing Skill Sets
- All Skill Sets: Every Skill Set available to you
- Installed: Skill Sets currently in use
- Available: Skill Sets you can install
- Your Skill Sets: Skill Sets you've created
Installing a Skill Set
- Browse available Skill Sets.
- Click on a Skill Set to view its details.
- Click Install.
- Configure any required settings.
- The Skill Set is now available for your AI to use.
Creating a Skill Set
You can create Skill Sets by:
- Writing custom code: Build skills manually
- Using AI: Generate Skill Sets from a description
- Forking: Copy and modify an existing Skill Set
For a step-by-step walkthrough, see Creating Skills and Skill Schema.
Using Skill Sets
Once installed, Skill Sets are:
- Automatically available: Your AI uses skills when appropriate
- Context-aware: Skills activate based on conversation context
- User-confirmed: Some skills require approval before execution
- Tracked: Skill usage is logged for monitoring
Best practices
Choosing Skill Sets
- Relevance: Install Skill Sets that match your business needs
- Compatibility: Ensure they work with your setup
- Documentation: Review the Skill Set's docs before installing
- Security: Review Skill Set Security before providing API keys or secrets to third-party Skill Sets
- Testing: Test in the playground before deploying
Managing Skill Sets
- Keep them updated: Stay on recent versions
- Monitor usage: Track which skills get used most
- Review performance: Assess effectiveness
- Remove unused ones: Uninstall what you don't need
Going deeper
Building custom skills
- Skills Overview — Skill system architecture and concepts
- Creating Skills — Step-by-step build guide
- Skill Schema — Technical structure and validation rules
Security
- Skill Set Security — How secrets and data are handled by third-party Skill Sets
Advanced integration
- MCP Servers — Connect external services via Model Context Protocol
- Copilot Settings — Configure advanced AI features and integrations
- Integrations — Connect external tools and services
Related Intelligence features
- AI Agent Configuration — Configure your agent to use Skill Sets
- Knowledge Base — Complement skills with knowledge
- FAQ Management — FAQs that work alongside skills
What's next
- Explore available Skill Sets in your dashboard
- Install Skill Sets that match your needs
- Configure your AI Agent to use installed Skill Sets
- Monitor how Skill Sets enhance your AI's capabilities
Ready to build your own? Start with the Skills Overview and Creating Skills guides.