GuidesAPI Endpoints
Guides
Sign inTry now

Skills

Skills are instructions for your AI agents, saved and edited as documents in Docs. You write how an agent should work once, attach that document as context, and keep it up to date in one place.

In short

  • What they are: a skill is a document in Docs that you add as context to an agent.
  • Where you write them: in Docs, click New doc and write the instructions in the same editor you use for any Jestor document.
  • How you attach them: in the AI App Builder or Block Composer chat, open + > Add context > Docs. In the Email Agent, add the document under Context.
  • How you reuse them: open the document's ... menu to Download as Markdown or Copy text.

What is it

Jestor's AI agents follow the instructions and context you give them. A skill is a document in Docs that holds those instructions, so they are easy to read, organize and edit. Instead of typing the same guidance into every request, you save it once as a skill, attach it to the agent and keep improving it over time.

The feature is called Skills in the docs. In the platform, you write the skill as a regular document and attach it like any other context (the same way you add or remove tables and apps).

A good skill describes one job clearly: what the agent should do, the rules it must follow, the format you expect and examples of good results. For example, a skill can describe your company's naming rules for tables and fields, the stages your sales process always uses, or the tone your team uses with customers.

How to access

  1. In the left sidebar, click Docs.
  2. Click New doc.
  3. Give the document a clear title that says what the skill is for, and write the instructions.
  4. Attach it to the agent:
    • In the AI App Builder or the Block Composer, open the composer, click +, choose Add context and then Docs, and pick the document.
    • In the Email Agent, open the agent's configuration panel from Agents and add the document under Context.

How it works

  1. Write the skill. Create a document in Docs and write the instructions. Use the editor's formatting, such as headers, bullet lists, numbered lists, tables and code blocks, to keep the skill easy to scan.
  2. Keep one job per skill. A short skill focused on one task is easier for an agent to follow and easier for your team to maintain than one long document that covers everything.
  3. Give the skill to the agent. Attach the document as context, as described in How to access. You can add and remove that context the same way you add and remove tables or apps.
  4. Reuse or export it. In the document's ... menu, choose Download as Markdown or Copy text.
  5. Improve it over time. When the agent's results are not what you expected, edit the document. Changes are saved automatically.
📘

Write skills like a briefing for a new teammate

Say what the agent should do, what it must never do and what a good result looks like. Specific rules and short examples work better than general advice.

Tips for good skills

  • Start with one sentence that says when the skill applies.
  • List rules as bullets, one rule per bullet.
  • Include a short example of the result you expect.
  • Use the same names your team uses in Jestor, such as the exact names of your tables, fields and stages.
  • Remove rules that no longer apply, so the agent does not follow outdated instructions.

Keep in mind

  • Skills are documents, so the rules for Documents apply. Changes are saved automatically, and version history is not available. Once content is edited or deleted, the previous version cannot be recovered.
  • Documents can only be shared with users in your Jestor workspace. Share a skill with the teammates who help maintain it.
  • Use Lock in the document toolbar to prevent accidental edits to a skill your agents rely on.
  • An agent follows the skill you attached, but it can still make mistakes. Review what the agent produces before you use it in production.

Related pages

FAQ

What is a skill in Jestor?

A skill is a set of instructions for an AI agent, saved as a document in Docs. You attach that document as context so the agent can follow those instructions when it works.

Where do I create and edit skills?

In Docs, in the left sidebar. Click New doc to create one, or open an existing document to edit it.

How do I add a skill to an agent?

In the AI App Builder or Block Composer chat, click + > Add context > Docs and pick the document. In the Email Agent, add the document under Context in the agent's configuration panel. You can add and remove that context the same way you add and remove tables or apps.

How do I download or copy a skill?

Open the document, click the ... menu and choose Download as Markdown or Copy text.

Can I recover an older version of a skill?

No. Version history is not available for documents. Once content is edited or deleted, the previous version cannot be recovered. Use Lock to prevent accidental edits.

What should a skill include?

What the agent should do, the rules it must follow, the format you expect and a short example of a good result. Keep each skill focused on one job.

Updated about 10 hours ago