Teach and manage skills

A skill is a set of steps an employee follows for a kind of job, such as preparing an invoice or booking travel.

See your skills

Open Settings and choose Skills, under Integrations. The list shows each skill with tags such as Built in, Off, Review and Blocked. A search field appears once you have more than eight.

Add or remove a skill

1. Choose to add a skill and pick a folder. Upload progress is shown.
2. Check the safety result. It lists findings and files.
3. Turn the skill on from its menu.
4. To remove one, open its menu and choose Delete. You are always asked first. Deleting a skill that came from a plugin removes it for the whole workspace, and the dialog says so.

Skills that spend or send

Ready-made skills that can pay, book or order always ask you first and state a limit. Anything sent to a new person asks first. Passwords, codes and CAPTCHAs are handed to you.

Skills that improve

An employee can improve a skill from experience. When it does, a quiet "Self-improved" line appears in the chat. See See what an employee learned.

If it doesn't work

• "Blocked" means the safety check refused the skill. Open it to read the findings.
• "Review" means the check is not finished.
• "A skill with that name already exists." Choose a different name.
• "Built-in and plugin skills can't be changed." Create your own skill instead.
• "That skill is too large." Make it shorter and try again.
• To teach a skill by showing it, see Teach an employee by showing it.