Create a new AI skill

Updated May 2026

You'll learn how to: Build a reusable AI skill (a named prompt + behaviour bundle) you can invoke in two clicks from anywhere in Nynch.

Time: 5-15 minutes per skill. Iteration is normal.

Prereqs: Your plan includes AI Skills. You have an idea of what you want the skill to do.

What a skill is

A skill is a saved prompt + context binding. Instead of typing "Draft a follow-up email in my UK-style tone, reference the deal we discussed, and end with a soft ask for a 30-min call" every time, you save that as a skill called "UK follow-up" and invoke it with one click on any contact / deal.

Examples of good skills:

"Brief me in 3 bullets": compress what Nynch knows about a contact into 3 lines.
"Find one differentiator vs competitor": targeted competitive analysis per deal.
"Draft a referral ask": ask a contact for an intro to someone specific.
"Write a follow-up after silence": warm re-engagement after 30+ days of no contact.

Steps

Open Settings (gear icon).
Click the Skills tab.
Click + New Skill.
Fill in the skill builder:

Name and description

Name: short and verb-led (e.g. "Brief in 3 bullets").
Description: one sentence on when to use it.
Icon (optional): pick from the icon picker.

Prompt body

The core instructions. Write the AI's actual instructions:

You are drafting a [follow-up email / brief / analysis] for {{contact.name}}.

Context you have:
- {{contact.title}} at {{contact.company}}
- Last meeting: {{contact.last_meeting.date}}
- Most recent topic: {{contact.last_meeting.summary}}

Write [X words / format / tone].

Do NOT [things to avoid].

Use merge fields with {{...}} syntax to inject context. Common fields:

{{contact.name}}, {{contact.title}}, {{contact.company}}
{{deal.title}}, {{deal.stage}}, {{deal.value}}
{{user.name}}, {{user.authority_claim}}
{{recent_activity}} (auto-summarised last 90 days)
{{icp_match_reasons}}

The skill builder shows a live preview as you type.

Context inputs

Pick what entity types the skill can run on:

Contact only.
Deal only.
Either.
Standalone (no entity, just a freeform prompt run from Assist).

This determines where the skill shows up. A Deal-only skill appears in the deal canvas's Skills picker but not on contact profiles.

Visibility

Personal: only you can run it.
Team: every teammate can run it.

Personal for experimentation; promote to Team once it's proven.

Output style

Markdown (default): inline rich text.
Plain text.
Structured (Bullets / Table / JSON for advanced).

Click Save to commit the skill.

Test it

After saving:

The skill builder offers a Test action.
Pick a real contact / deal from your network.
Run the skill against it.
Read the output. Tune the prompt if it's off.

Iterating 3-5 times on the prompt before promoting to Team is normal.

Use the skill

See Use a saved AI skill.

If something goes wrong

Symptom: "+ New Skill button isn't there." → Fix: Your plan may not include Skills. Check Settings > Account.
Symptom: "Merge field resolves to {{contact.name}} literally." → Fix: Typo or wrong field name. The builder's autocomplete shows valid fields. Match exactly.
Symptom: "Skill output is way off-prompt." → Fix: The prompt is too vague. Add specific instructions ("3 bullets, each under 15 words, written in plain English without jargon").
Symptom: "I want to delete a skill I created." → Fix: Skill row > more-actions > Delete. Personal skills delete only for you; Team skills get a confirmation dialog because they're shared.