Intelligence
Skill Sets
Collections of custom skills that extend your AI agent's capabilities.
Skill Sets are bundles of custom skills — specific actions your AI agent can take beyond conversation. Skills let the agent fetch data, integrate with external services, and run custom workflows.
What a Skill Set is
- A bundle of related skills — Grouped actions your agent can perform
- Custom functionality — Extend the agent with specific capabilities
- Reusable — Share and install across workspaces
- Versioned — Track changes and updates
- Configurable — Set up before use
What you can do with Skill Sets
Skill Sets let your agent:
- Perform actions — Check orders, book appointments, and more
- Integrate services — Connect to external APIs
- Run custom workflows — Build specialized conversation flows
- Go beyond Q&A — Add functionality past knowledge-based answers
- Automate tasks — Handle complex operations on its own
What individual skills can do
Each skill 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
What's inside a Skill Set
A Skill Set typically contains:
- Name and description — What the Skill Set does
- Multiple skills — Individual actions within the set
- Configuration — Settings required to run
- Versioning — Tracks updates and changes
Opening Skill Sets
- Go to your Cloodot dashboard.
- Navigate to Intelligence → Skill Sets.
- You'll see available Skill Sets and options to create or install new ones.
Managing Skill Sets
Three tabs on the page
- Installed — Skill Sets currently in use
- Explore — Skill Sets you can browse and install
- My Skill Sets — Skill Sets you've created
Install a Skill Set
- Browse available Skill Sets.
- Click a Skill Set to view its details.
- Click Install.
- Configure any required settings.
- The Skill Set is now available for your agent to use.
Create a Skill Set
You can create Skill Sets by:
- Writing custom code — Build skills manually in the dashboard
- Forking — Copy and modify an existing public Skill Set
- Generating with AI — Available through the Developer API and the Cloodot MCP server (not the dashboard)
For a step-by-step walkthrough, see Creating Skills and Skill Schema.
How installed Skill Sets behave
Once installed, Skill Sets are:
- Automatically available — The agent uses skills when appropriate
- Context-aware — Skills activate based on conversation context
- Tracked — Skill usage is logged for monitoring
Best practices
Choosing Skill Sets
- Relevance — Install Skill Sets that match your business needs
- Compatibility — Confirm 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
Build 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 extend your agent's capabilities.
Ready to build your own? Start with the Skills Overview and Creating Skills guides.