Skill Sets

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

1. Go to your Cloodot dashboard.
2. Navigate to Intelligence → Skill Sets.
3. 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

1. Browse available Skill Sets.
2. Click a Skill Set to view its details.
3. Click Install.
4. Configure any required settings.
5. The Skill Set is now available for your agent to use.

Skill sets that install automations

Some Cloodot-published skill sets install more than skills: a shipment tracker, for example, also sets up a workflow that messages the customer when the carrier reports a delivery, and submits the WhatsApp message template that workflow sends. Installing one of these opens a stepped setup instead of a single form:

1. Review — exactly what installing adds: the skills, each automation, and any message template (submitted to WhatsApp for approval). Everything added is yours — edit or remove it any time.
2. Connect — credentials for the underlying service, like an API key.
3. Automate — the automation's own needs: each workflow's webhook URL to register at the provider (with its setup steps), the provider's webhook signing secret, and choices like which channel updates send from.

4. Finish — an honest status per piece:

   • Live — switched on and running.
   • Waiting on WhatsApp approval — the automation switches itself on when Meta approves its message template; nothing to do.
   • Needs a switch-on — installed but off, with a note saying why (for example, the installer didn't have workflow permissions, or the plan's active-workflow limit is reached). Switch it on from Automations → Workflows when ready.

Worth knowing as you live with one of these:

• The workflows are real workflows. They appear in Automations → Workflows with run history, and you can edit them like any other.
• Updates never overwrite your edits. If you've customised a provisioned workflow, a skill-set update saves its new version inactive in the workflow's version history for you to review — it never replaces what you changed. Untouched workflows take updates automatically.
• Approved templates are never edited in place. A template change is submitted as a new copy; the automation keeps sending the approved one and switches over only when WhatsApp approves the replacement.
• Uninstalling pauses, never deletes. The workflows and their run history stay in your workspace, paused; reinstalling re-adopts them.
• The webhook secret lives in the skill set's settings. Rotate it there and every workflow the skill set installed picks it up.

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
• AI agent skills — Build a skill as a workflow instead of code, when it doesn't need computation, a nested response, or a third-party SDK

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

1. Explore available Skill Sets in your dashboard.
2. Install Skill Sets that match your needs.
3. Configure your AI Agent to use installed Skill Sets.
4. Monitor how Skill Sets extend your agent's capabilities.

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Ready to build your own? Start with the Skills Overview and Creating Skills guides.