> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upsolve.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Skills

> Give your agent reusable, on-demand know-how — procedures, definitions, and conventions it loads when it needs them.

<Note>
  Skills are a **Beta** feature, available for orgs on the skills + persistent-memory architecture.
</Note>

Skills are reusable packages of know-how you attach to an agent: a repeatable analysis procedure, a set of domain definitions, or conventions the agent should follow for a class of questions. Where the [system prompt](/ai-agent-builder/system-prompts) is one block of always-on rules, skills are modular — each one carries a description the agent reads to decide *when* the skill applies, and full instructions it loads only when it does.

This keeps the agent's always-on context lean while still giving it deep, specialized guidance exactly when a question calls for it.

<Frame>
  <img src="https://mintcdn.com/upsolve/Jbl7moVDPeEAJImg/images/ai-agent-builder/skills-tab.png?fit=max&auto=format&n=Jbl7moVDPeEAJImg&q=85&s=9779cfe6ff047134eeef5d0018716fe8" alt="Skills tab in the agent configuration panel showing created and learned skills" width="3444" height="2156" data-path="images/ai-agent-builder/skills-tab.png" />
</Frame>

## Anatomy of a skill

Open your agent and go to the **Skills** tab, then click **Add skill**. Every skill has three parts:

**Name** — a lowercase, hyphen-separated slug that identifies the skill, e.g. `revenue-analysis` or `cohort-retention`. Names must be unique within the agent.

**Description** — one or two sentences on what the skill covers and when to use it. This is what makes the skill *discoverable*: the agent reads descriptions to decide whether a skill is relevant to the user's question before loading its instructions. Write it the way you'd answer "when should I reach for this?"

**Instructions** — the markdown body the agent works from once the skill is loaded: definitions, step-by-step procedures, formulas, and conventions. This is where the detail lives, because it only enters the agent's context when needed.

<Frame>
  <img src="https://mintcdn.com/upsolve/Jbl7moVDPeEAJImg/images/ai-agent-builder/skill-form.png?fit=max&auto=format&n=Jbl7moVDPeEAJImg&q=85&s=e461143df992ed9a3c709ece1b422b38" alt="Skill form dialog with name, description, loading mode, and instructions fields" width="3456" height="2154" data-path="images/ai-agent-builder/skill-form.png" />
</Frame>

### What good instructions look like

Structure instructions so the agent can scan them quickly. A proven shape:

* **When to apply** — the trigger conditions, restating and sharpening the description
* **Definitions** — the precise meaning of every term the procedure uses
* **Steps** — the procedure itself, in order, with formulas and edge cases spelled out

## Loading modes

Every skill carries a loading mode, shown as a badge on its card:

| Badge            | Behavior                                                                                   |
| ---------------- | ------------------------------------------------------------------------------------------ |
| **Discoverable** | The agent loads the skill on demand, when its description matches what the user is asking. |
| **Always read**  | The agent reads the skill on every message, not just when the description matches.         |

Skills you create are **Discoverable** — this is what keeps skill-based context lean, since a skill's full instructions only enter the agent's context when its description says they're relevant.

## Who can edit a skill

Skills can improve over time, and the **Who can edit** setting controls how:

* **Auto** — the agent updates the skill itself as it learns from conversations.
* **Review** — the agent proposes changes, and you approve them before they take effect.

Relatedly, skills don't only come from you. A skill marked **Learned** was proposed by the agent's self-improvement and approved by a builder — it wasn't hand-written. Review learned skills the same way you'd review a colleague's: the agent is good at spotting a repeated pattern, you're the judge of whether it should be codified.

<Note>
  Skills apply to **every user** of the agent — there is no per-user tier. For preferences that adapt to individual end users, see [User Memory](/ai-agent-builder/user-memory).
</Note>

## When changes take effect

Skills take effect on the agent's **next chat message** — there's no republish step for skill edits.

## Next steps

<CardGroup cols={2}>
  <Card title="Knowledge Base" icon="book-open" href="/ai-agent-builder/knowledge-base">
    Store reference documents the agent searches on demand to interpret your terms and policies.
  </Card>

  <Card title="User Memory" icon="brain" href="/ai-agent-builder/user-memory">
    Let the agent record and apply each end user's presentation and style preferences.
  </Card>

  <Card title="System Prompts" icon="message" href="/ai-agent-builder/system-prompts">
    Encode always-on business rules and behavioral guardrails.
  </Card>

  <Card title="MCP as Context Source" icon="plug" href="/ai-agent-builder/mcp-context">
    Connect external tools and live systems as additional context for the agent.
  </Card>
</CardGroup>
