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Using Preá

Skills

A skill is written know-how a bot follows for a specific task, such as how you want expenses filed or how to publish a blog post.

Use a skill

Bots pick up the right skill on their own when a task matches it. To use one explicitly, type / at the start of a message and choose it.

Your skills library

Open the account menu (your avatar at the bottom of the sidebar) and choose Skills.

  • Your skills lists skills you or your bots have saved.
  • Plugins lists skill sets you’ve added from plugins.
  • Browse finds ready-made skills. Open one and choose Add skills.

Skills you add are available to all your bots. Choose New skill to write one yourself: a name, a short description of when to use it, and the steps.

You can also add skills from a GitHub repository: choose From GitHub, paste the repository URL, then Preview and Add.

Skills added from GitHub or a plugin are instructions only. Any scripts they include are not run.

Bots save skills too

After a multi-step task, ask the bot to “save that as a skill”. It writes the skill so it, and your other bots, can repeat the task next time. A skill a bot saves stays in the space it was made in.

Teach a task by showing it

Some tasks are easier to show than describe.

  1. Open the bot’s computer with Agent computer.
  2. Choose Teach a task and describe the result you will demonstrate, such as “Export this week’s list from the CRM and drop it in the shared folder”.
  3. Choose Start recording and do the task on the bot’s screen. The bot watches but does not act. Type passwords with Protected input so they are not recorded.
  4. Choose Stop teaching.

The bot posts a Draft skill card with the steps it learned, when to use them, what to check, and when to ask you first. Edit anything that’s off, then choose Save. Test runs it once, and Add to routine puts it on a schedule.

Teach a task is available on the web and desktop apps, not on mobile.