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Agent Skills

Package a system prompt, tools, and knowledge into a reusable configuration that any agent node can load.

An Agent Skill is a saved, versioned bundle of AI agent configuration: a system prompt, a list of enabled tools, one or more knowledge bases to search, and optional LLM defaults (model, temperature). You create a skill once, then use it across as many agent nodes and workflows as you like. When the underlying skill changes, every node that references it picks up the update automatically.

Agent Skills live in Agent Builder โ†’ Skills. They work alongside Workspace Skills (markdown instruction sets for the chat interface) โ€” you can attach active workspace skills to an Agent Skill so their content is injected verbatim as reference material before every request the agent handles.


Why use Agent Skills?โ€‹

Without skillsWith skills
Duplicate system prompts copy-pasted across nodesOne skill, referenced in many nodes
Changing a prompt means editing every workflowEdit the skill; all nodes update
No version history for agent behaviorEvery skill save creates a snapshot; rollback in one click
Testing requires running a full workflowTest the skill directly from the skill editor

Key Featuresโ€‹

๐Ÿงฉ CompositionA skill can extend another skill via base_skill_id โ€” overrides merge cleanly
๐Ÿ“š Knowledge bindingAttach knowledge bases; the resolver injects relevant chunks at runtime via RAG
๐Ÿ“Œ Reference SkillsLink active workspace skills to inject their full content verbatim before every request
๐Ÿ› ๏ธ Tool selectionPick any subset of built-in tools to grant this skill
๐ŸŽ›๏ธ LLM defaultsSet model, temperature, and max tokens per skill
๐Ÿ”ข VersioningSnapshot any version; roll back instantly; compare two versions side-by-side
๐Ÿ“Š AnalyticsRun count, average latency, and error rate per skill โ€” updated on every workflow run
๐Ÿงช Test panelSend a test message directly to the skill without running a workflow
๐Ÿ“ค Export / ImportShare skills across instances as JSON

Skill mode vs Prompt modeโ€‹

Every agent node in the Agent Builder offers two configuration modes:

ModeHow to activateWhat the node uses
Skill modeSelect a skill from the dropdown in the node properties panelSkill's system prompt, tools, knowledge, and LLM defaults โ€” merged with any node-level overrides
Prompt modeLeave skill blank and fill in the inline system promptOnly the node's own configuration

Switch between modes using the toggle at the top of the node properties panel.

Mix and match

You can attach a skill and add extra inline overrides. Node-level overrides always win โ€” they layer on top of the skill, they don't replace it.


Composition and merge orderโ€‹

A skill can extend another skill by setting base_skill_id. The resolver walks the inheritance chain and merges all levels:

base_skill (lowest priority)
โ†“
skill
โ†“
node config overrides (highest priority)

Merge rules:

FieldMerge behavior
system_promptJoined with \n\n (base first, then skill, then node override)
toolsOrdered union โ€” deduped, preserving order
knowledge_idsOrdered union โ€” deduped
workspace_skill_idsOrdered union โ€” deduped
llm_defaultsShallow dict merge โ€” later keys win

This makes it easy to define a "base agent" skill with shared instructions and fork department-specific variants that only override what's different.


Reference Skillsโ€‹

Attach curated workspace skill documents to an agent skill so they are injected verbatim before every request.

Workspace Skills are markdown documents โ€” policies, templates, checklists, style guides. Linking them to an Agent Skill gives the agent always-present reference material without using RAG or consuming permanent system-prompt tokens per model.

How it differs from Knowledge Basesโ€‹

Reference Skills (workspace)Knowledge Bases
ContentSmall curated markdown cardsLarge document corpora
InjectionFull content, always, verbatimTop-k chunks, per query, via semantic search
Best forPolicies, templates, checklists, style rulesManuals, FAQs, large knowledge repositories
Updated whenWorkspace skill is edited โ€” propagates automaticallyDocument is re-indexed

Injection orderโ€‹

When an agent node runs, context is assembled in this order before the user message:

## Reference Material        โ† linked workspace skills (verbatim full content)
### GDPR Policy
...

---

### Contract Template
...

## Knowledge Context โ† knowledge base results (RAG, top chunks)
[source, p.1] (score: 0.91)
...retrieved chunk...

{user message}

Linking workspace skillsโ€‹

In the skill editor, scroll to the Reference Skills section. A checkbox list shows all active workspace skills. Check the ones you want this agent skill to always inject.

Only active workspace skills are available

Only workspace skills with Active status appear in the picker. Inactive skills are hidden from selection and silently skipped at runtime even if their IDs are stored in the skill record. Toggle a skill active from Workspace โ†’ Skills before linking it here.

Per-node extra reference skillsโ€‹

In the node properties panel (skill mode), you can add workspace skills beyond what the base skill defines using the Extra Reference Skills section. This is the workspace equivalent of Additional Knowledge Bases โ€” it lets a single node load contextual reference documents without modifying the shared skill definition.

Extra reference skills are unioned with the skill's own workspace_skill_ids following the same merge order as other node overrides.


Creating a Skillโ€‹

Go to Agent Builder โ†’ Skills and click + New Skill.

FieldDescription
NameDisplay name (e.g. "Document Reviewer")
DescriptionShort summary โ€” shown in the node picker and analytics
Base SkillOptional parent skill to extend
System PromptInstructions for the agent
Reference SkillsActive workspace skill documents to inject verbatim before every request
ToolsBuilt-in tools this skill enables (web_search, code_executor, etc.)
Knowledge BasesKnowledge base IDs to search on every run
ModelLLM model override (blank = instance default)
Temperature0.0โ€“2.0

Click Save to create the first version. Every subsequent save snapshots the previous state for rollback.


Managing Skillsโ€‹

Delete Selected: On the Agent Builder โ†’ Skills list, a checkbox appears on each Draft skill's card (published skills go through the versioning lifecycle instead of a direct delete). Check the ones you want to remove and click Delete Selected (N) in the toolbar to delete them all after a single confirmation. If some fail, the result reports how many succeeded versus failed rather than a silent partial delete.

Import Bundle (.zip): Migrate SKILL.md/agents/*.md files from a Claude Code plugin repository straight into Agent Skills โ€” see Import Bundle.


Using a Skill in a Nodeโ€‹

  1. Open a workflow in the Agent Builder.
  2. Click an agent node to open its properties.
  3. Switch to Skill mode using the toggle.
  4. Select a skill from the dropdown.
  5. Optionally override individual fields (system prompt addition, extra tools, different model).

The node properties panel shows a live preview of the resolved config โ€” what the node will actually run after all inheritance and overrides are applied.


Versioningโ€‹

Every Save on a skill creates a new snapshot. From the skill editor:

  • Version history panel โ€” shows every snapshot with timestamp and author.
  • View โ€” open any past version to inspect it.
  • Roll back โ€” promote a past version to current (this creates a new version, not a destructive rewrite).
  • Diff โ€” select two versions and compare system prompts, tools, and knowledge side-by-side.
Nodes reference the skill, not a version

When a workflow runs, it resolves the skill at the current version. To pin a node to a specific version, export the skill version and create a new skill from the snapshot.


Analyticsโ€‹

The Analytics tab on a skill shows aggregate metrics across all workflow runs that used it:

MetricDescription
Total runsNumber of times this skill was invoked in a workflow run
Success ratePercentage of invocations that completed without error
Avg latencyMean time from node start to node end
Recent errorsLast 10 error messages for debugging

Analytics are updated in real time as workflows execute.


Testing a Skillโ€‹

From the skill editor, open the Test tab:

  1. Type a message in the input box.
  2. Click Run.
  3. The response streams back immediately โ€” same as a workflow run, but isolated to this skill.

The result panel shows the full resolved configuration used for the test:

SectionWhat it shows
Resolved System PromptThe merged system prompt (base + skill + any override)
Resolved ToolsEvery tool enabled after inheritance
Resolved Knowledge IDsKnowledge bases that were searched
Reference Skills InjectedWorkspace skills whose content was prepended โ€” shown by name

Test runs don't appear in workflow run history and don't count toward trigger quotas.

Where the test's LLM credentials come fromโ€‹

The Test panel resolves its LLM provider through the exact same node โ†’ space โ†’ catalog โ†’ global chain used by real workflow runs โ€” it does not use the global tier exclusively. If the skill is scoped to a catalog and space (via catalog_id/space_id, set when the skill is created inside an active space), that catalog's or space's provider takes precedence; the skill's own Model / Temperature / Max Tokens fields always apply on top of whichever provider resolves.

"No LLM provider configured"

This means none of the four tiers resolved to a provider โ€” most commonly because the skill has no catalog/space association (so only the global tier is checked) and Admin โ†’ Models has no enabled connection. See Troubleshooting "No LLM provider configured" for the full checklist.


API Referenceโ€‹

EndpointDescription
GET /api/v1/agent-skills/List all skills (paginated)
POST /api/v1/agent-skills/Create a new skill
GET /api/v1/agent-skills/{id}Get skill details
PUT /api/v1/agent-skills/{id}Update skill (creates a new version)
DELETE /api/v1/agent-skills/{id}Delete skill
POST /api/v1/agent-skills/{id}/versionSnapshot the skill into a new immutable version
GET /api/v1/agent-skills/{id}/versionsList every version in the skill's chain, newest first
POST /api/v1/agent-skills/{id}/versions/{version_id}/revertRestore a prior version's content as a new version (the Roll back action above) โ€” history itself is never mutated, only the current content changes
GET /api/v1/agent-skills/{id}/analyticsUsage analytics
POST /api/v1/agent-skills/{id}/testTest the skill with a message

Default Skillโ€‹

Every workflow has a default skill โ€” a skill that is automatically created when the workflow is first saved and permanently linked to it.

What it isโ€‹

The default skill is a regular Agent Skill whose name follows the pattern:

{Workflow Name} [{first 6 chars of workflow ID}]

For example: Invoice Pipeline [a1b2c3]

It is shown alongside the workflow in the Agent Builder โ†’ Skills list and can be edited like any other skill. Its purpose is to act as the "house prompt" for the workflow โ€” the system prompt and tool configuration that makes this workflow unique.

Auto-wire on createโ€‹

When you create a workflow that already contains an agent node (for example via the AI Assist panel or an import), the first agent node with no skill configured is automatically wired to the default skill. You do not have to manually select the skill in the node properties panel.

This happens at creation time only. If you add more agent nodes later, you must wire them manually.

Rename syncโ€‹

When you rename the workflow (via the editor header or the PUT /api/v1/agent-workflows/{id} API), the default skill's name updates automatically to match:

New Name [wfid6]

This keeps the skill name consistent with the workflow it belongs to, so it is easy to identify in the Skills list and in analytics.

note

If the rename sync fails (e.g. a transient DB error), the workflow is still renamed โ€” the skill name update is best-effort and non-blocking. Retry a manual skill rename from the skill editor if needed.

Stage gateโ€‹

The default skill must have a non-empty system prompt before the workflow can be staged. See Stage gate: default skill must have a system prompt for details.

Lifecycleโ€‹

EventWhat happens to the default skill
Workflow createdDefault skill auto-created and linked
Workflow renamedDefault skill name updated to match
Workflow deletedDefault skill deleted (cascade)
Workflow exportedDefault skill embedded in the export bundle
Workflow importedDefault skill recreated from the bundle; blank auto-created skill is discarded

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