Generate & refine skills with AI

By the end of this page you will have generated one or more skills from a short description, and refined an existing skill in place.

Prerequisites

• An AI Agent open in the editor, saved at least once (Create an AI Agent).
• Admin or Developer role.
• Helpful, but not required: the tools, tables, documents or content stores the skill should use already exist in the project.

What AI Generate does

Writing a skill by hand means filling in a name, a description, tags, a system prompt and a list of tools. AI Generate drafts all of that from a sentence or two, using what already exists in your project.

You open it from the AI Generate button in the Agent Skills section of the Agent Identity tab. The dialog has two modes, and you switch between them at the top:

Create new skill is selected when the dialog opens. Edit existing skill stays greyed out until the agent has at least one skill.

Choosing context

Context is what the generator is allowed to look at. It works the same way in both modes, and it is the single biggest influence on what you get back. Pick the things the skill should actually use, and the generated prompt and tool list follow from them.

The left column groups context into four categories:

Each category has its own search box and its own select-all control. The toolbar at the top selects or clears everything at once. Tools adds a type filter, so you can narrow a long list to System, Project, Task Agent or MCP tools.

Nothing is selected when the dialog opens. That is deliberate: a skill allowed to reach everything in your project is rarely the skill you meant to build. If you select more items than a category’s limit, only that many are used, and the category tells you so.

Your selections appear as chips beside the instruction box, so you can see what will be used without scrolling back. Remove one with its ×.

Strict mode

Strict mode is the switch in the dialog footer, and it is on by default. While it is on, generation uses only what you ticked.

Turn it off to let the AI pull in related things you did not think to select — a table the tool you picked clearly depends on, for example. Leave it on to scope the skill to exactly what you chose.

Create new skills

Open AI Generate

In the Agent Skills section, click AI Generate. The dialog opens in Create new skill mode.

Pick the context

In the left column, expand the categories and tick what the skill should use. Skip this if you want a skill that works from instructions alone.

Describe what you want

In Describe the skill(s) you want, say what the skill should do. Name the job, the data it works from, and anything it should not handle.

A vague instruction produces a vague skill:

Customer support skill

A specific one produces something you can test:

Answer questions about order status by looking up the order in the orders table. Hand anything about refunds to a person instead of answering it.

Choose Single or Multiple

Single skill is the default and returns one focused skill. Multiple skills lets the AI split your request into several, up to five.

Ask for Multiple skills when your description covers genuinely different jobs. If it only covers one, you get one skill and a warning saying so.

Decide whether the AI may suggest tools

Suggest tools if needed is off by default. Turn it on to let the AI recommend tools you did not select. Recommendations come back as chips on each generated skill, and you choose which to add — nothing is attached without you.

Generate

Optionally pick a model under Model Selection; it uses your project’s default otherwise. Then click Generate.

Read the result

The dialog replaces both columns with the result:

• A Plan card explaining why it produced the skills it did. A multi-skill run also says how many it proposed.
• Any warnings — for example, that your request only supported one skill.
• One card per skill, showing its name, description, tags, proposed tools, a confidence score, and the full System Prompt / Goal.

Click a system prompt to read it full screen. Back returns to your instruction with everything still filled in.

Accept the skills

Click Accept to add them. They’re added to the agent as new skill cards, and you can edit, disable or delete them like any others.

Accepting adds every skill in the result. If one of them is not useful, delete its card afterwards.

Refine an existing skill

Use this when a skill nearly works. You can correct its fields directly, describe the change in words, or do both in one pass.

Switch to Edit existing skill

Click Edit existing skill at the top of the dialog. The left column becomes a searchable list of the agent’s skills.

Pick the skill

Select it in the list. Its current Name, Description, Tags and System Prompt / Goal load into the right column, ready to edit.

Edit the fields, describe the change, or both

Change any field by hand. Then describe what you want different in What to change — for example, “Also handle refund requests” or “Make the tone more concise.”

Both are optional. Do at least one of them, or the pass has nothing to work from.

Adjust the context

The same four context categories appear below the fields. Change them if the skill’s reach should change — add a table it now needs, or remove one it no longer uses.

Regenerate

Click Regenerate. The result appears as a single refined skill, in the same layout as a new one.

Apply the changes

Click Apply Changes to write the refined version back over the original.

Save your changes

New and refined skills live in the editor until you click Save in the header, which writes them into a draft version. See Versioning & promotion.

Common issues

• AI Generate does nothing when clicked — The agent has not been saved yet. Save it, then reopen the dialog.
• Edit existing skill is greyed out — The agent has no skills to edit. Create one first.
• Generate is disabled — In Create mode, the instruction box is empty. In Edit mode, no skill is selected in the left column.
• A category says only some of your selection is used — You went over that category’s limit. Narrow the selection so the items that matter are the ones that get through.
• You asked for multiple skills and got one — The description only covered one capability. The warning above the result says so; split the request or describe the second job explicitly.
• The result ignores something obviously relevant — Strict mode is on and that item was not ticked. Select it, or turn Strict mode off.
• Two generated skills overlap — Merge them or delete one. Overlapping tags and descriptions make skill matching ambiguous.
• A generated skill uses a tool that needs setup — Add its credentials before you rely on it. See Configuration & secrets.