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Tab 02 · Capabilities & channels

Skills Tab

Skills are what turn a chat model into a working agent. They give it channels to talk on (Live Chat, SMS, Email, Voice, Teams), systems to act on (Functions, API, Webhooks, MCP), knowledge to draw from (Retrieval, Scraping, Web Search), and controls that govern it (Auditor, Escalation, Scoring, Memory). The Skills tab is where you enable and configure each one for this specific agent.

Primary userFunctional Expert

01

Fields you configure

Channel skills

Live Chat, SMS, Email, Voice, and Microsoft Teams. Each is an adapter that lets the same agent send and receive on that medium, with channel-specific settings such as widget branding, sending number, mailbox, or Teams app registration.

Action & integration skills

Functions, API, Webhooks, and MCP Tools. These let the agent call your systems mid-conversation — look up an order, create a ticket, write to a CRM — or push conversation data outward when a thread ends.

Knowledge skills

Retrieval, Scraping, and Web Search. Retrieval queries an external vector store, Scraping builds training content from a website, and Web Search lets the agent pull live public information when your documents do not cover a question.

Governance & quality skills

Auditor, Escalation, Scoring, Feedback, Notifications, Memory, and Report. These monitor for PII and abuse, hand off to a human, grade conversation quality, persist context between sessions, and alert your team.

01

What's inside

  • 01

    Left column — Current Skills. Everything enabled on this agent. Click a skill to open its settings panel (credentials, routing, limits). A skill that is enabled but not configured will not run.

  • 02

    Right column — Available Skills. A searchable, alphabetical list of every skill your organization can add. Toggling one on moves it to the left column and immediately makes its capability available to the agent.

  • 03

    Skills are scoped per agent. Two agents in the same organization can enable the same skill with completely different credentials, phone numbers, or endpoints.

  • 04

    Enabling a channel skill (Live Chat, SMS, Email, Voice) also creates its card under Active Channels on the Launch tab, where you deploy it.

  • 05

    Removing a skill stops the capability immediately but does not delete its configuration — re-enabling restores your settings.

Related documentation