How Skills Work
When an agent starts working on a ticket, it evaluates the available skills and loads any that are relevant. The agent decides automatically based on the ticket context — no configuration needed. For example, when an agent encounters a ticket about a malfunctioning printer, it loads the Resolve Issue skill to follow a proven diagnosis and resolution methodology. When it needs to message the end user, it loads the End User Communication skill to ensure professional, safe communication.Skills are always available when the agent is enabled. They don’t need to be individually toggled on or off.
Available Skills
Resolve Issue
Structured diagnosis and resolution methodology built for MSP workflows
End User Communication
Professional communication guardrails for end user messaging
Skills vs. Custom Instructions
Skills provide general best practices that work across all MSPs. Custom instructions are specific to your workflows and company. When there’s a conflict, custom instructions always win. For example:- The End User Communication skill says to use “we” language
- Your custom instructions say “always sign off as the technician’s first name”
- The agent follows your custom instruction
