Agent Skills & Tool Permissions

Skills are what agents know how to do. Tools are the external APIs they can call. As an admin, you control both.

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Skills

What is a skill?

A skill is a Markdown document that gives an agent step-by-step knowledge for a specific workflow — for example "Process a new sales order" or "Reconcile a daily warehouse count".

Skills live in the Skill Catalogue (Settings → Skills). Each agent can be granted access to one or more skills.

Viewing the skill catalogue

Navigate to Settings → Skills. You'll see all available skills with their:

• Name and category
• Status — Active or Archived
• Assigned agents — which agents have access to this skill

Creating a new skill

1. Click + New Skill.
2. Choose a Category (e.g. field-sales, warehouse, reconciliation).
3. Enter a Name.
4. Write the skill content in Markdown. A good skill includes:
   • Purpose — what this skill does in one sentence
   • When to use it — trigger conditions
   • Steps — numbered, clear instructions
   • Tools used — list the tools/integrations this skill needs
   • Output — what the agent should produce when done
5. Click Save. The skill is immediately available to assign to agents.

Assigning skills to agents

1. Open an agent's detail panel (Settings → Org Chart → [Agent]).
2. Go to the Skills tab.
3. Click + Add Skill and select from the catalogue.
4. Click Save.

The agent will load the skill on its next task run.

Editing a skill

Click a skill in the catalogue to open the editor. Changes are saved immediately and take effect on the next task the agent runs.

WARNING

Editing a skill affects all agents that have it assigned. Test skill changes on a non-production agent first.

Archiving a skill

To remove a skill from use without deleting its history, click Archive on the skill detail page. Archived skills are hidden from agents but can be restored.

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Tool Permissions

Tools are the actions agents can take in external systems: searching, reading, writing, sending messages.

How tool permissions work

Each integration you connect provides a set of tools (e.g. the Jira integration provides Create issue, Update issue, Search issues). By default, agents have no tool access until you explicitly grant it.

Granting tools to an agent

1. Open the agent's detail panel.
2. Go to the Tools tab.
3. You'll see all tools available from your connected integrations.
4. Toggle on the tools you want this agent to be able to use.
5. Click Save.

Principle of least privilege

Best practice

Give agents only the tools they actually need for their role. An agent that processes sales orders doesn't need to be able to delete records. Keeping tool sets narrow reduces the blast radius of any mistakes.

Tool categories

Category	Example tools
Read	Search records, get customer details, read calendar
Write	Create task, update record, send message
Admin	Delete record, change permissions, bulk update
External send	Send email, post to Slack, submit webhook

Admin-category tools are disabled by default and require explicit approval to enable.