Use a saved AI skill

You'll learn how to: Run a previously-saved AI skill on a contact, deal, or freeform prompt without having to retype the underlying instructions.

Time: 15 seconds per invocation.

Prereqs: You have at least one skill defined in Settings > Skills.

What a skill is

A skill is a saved prompt + behaviour bundle. Examples:

• "Draft a UK-style follow-up email" (sets tone, locale, signature pattern).
• "Brief me on this account in 3 bullets" (compresses dossier into 3 lines).
• "Find one differentiator we have vs each competitor in this deal" (specific analysis).

Defining a skill once means you don't have to re-explain the same intent to the AI every time.

Skill creation lives in Settings

To create / edit skills:

1. Open Settings > Skills tab.
2. Click + New skill (or edit an existing one).
3. Name, description, prompt body, optional parameters.
4. Save.

This article assumes the skill already exists. Skill creation is a separate workflow.

Run a skill: three entry points

From Assist

1. Open Assist in the sidebar.
2. Click the Skills picker in the chat input.
3. The list of your skills appears.
4. Pick the skill.
5. The skill's prompt auto-fills the chat input. Adjust if needed.
6. Send.

From a contact profile

1. Open the contact.
2. Find the Run skill action in the profile's AI menu (often a sparkles or skills icon).
3. Pick the skill.
4. The skill runs with the contact as context.
5. Output appears as a side panel or inline AI response.

From a deal canvas

1. Open the deal canvas.
2. Find the AI or Skills action in the canvas toolbar.
3. Pick the skill.
4. Skill runs with the deal + primary contact + committee as context.

What skills can do with context

When invoked from a contact / deal, the skill has access to:

• The full entity record (fields, custom fields).
• Recent activity timeline (last 90 days by default).
• Any linked entities (companies, deals, contacts).
• Your authority claim and Superbrain context.

So a skill called "Draft an intro email" knows who you're drafting to, your style, the past conversation, and the specific deal context. That's the whole point: skills compress "tell the AI what to do and give it the right context" into one click.

Pin / favourite skills

If you use a few skills constantly, pin them so they appear at the top of the Skills picker. Look for a pin / star icon on each skill in the picker.

Share a skill with the team

When creating / editing a skill in Settings > Skills, the skill has a visibility setting:

• Personal: only you can run it.
• Team: everyone in the workspace can run it.

Personal skills are good for experimentation. Once a skill is genuinely useful, promote it to Team so teammates can use it too.

If something goes wrong

• Symptom: "I don't see a Skills picker anywhere." → Fix: Your plan may not include the Skills feature. Check Settings > Account.
• Symptom: "The skill ran but the output is generic." → Fix: Two causes:
  • The skill's underlying prompt is too vague. Edit the skill and add more specific instructions.
  • The contact / deal has thin context (empty fields, no activity). The skill is only as good as the data it has.
• Symptom: "Skill list is empty." → Fix: You haven't created any. Settings > Skills > + New skill. Even one well-defined skill gets reused dozens of times.
• Symptom: "I made a skill but my teammate can't see it." → Fix: It's set to Personal visibility. Edit the skill and change to Team.

Related: Settings, tab by tab | Use the Reply Coach | AI coaching canvases.