Know the work
Package a business process as a reusable, published skill that a workflow can call as one step.
Your expertise. Ready for every agent.
Skills and Playbooks turns your business know-how into reusable processes and managed prompt templates. Build a process once, publish it under a version, and use it across workflows.
The know-how behind the action.
Reusable processes. Published versions. Consistent instructions.
Keep versions deliberate
Define the inputs a skill accepts. Pin it to a published version, or follow the latest published version.
Give AI the right brief
Keep prompt templates centrally managed and versioned, so model instructions are reusable rather than copied across workflows.
A customer asks for a refund.
Here’s how skills and playbooks guide the conversation.
- 01 · Skill
Know the process
Look up the order and check the return window.
- 02 · Rule
Know the boundary
Check the refund limit and whether approval is needed.
- 03 · Context
Know how to respond
Brief the model with the facts, policy and your tone of voice.
Illustrative workflow. Your policies define the details.
Expertise that keeps pace
Your business evolves.
Your playbook can too.
Calibration is how we tune that playbook to your business: your policies, tone, process steps and hand-offs.
As your way of working changes, we update the guidance behind the agent.
Explore calibration →Put your expertise to work.
Bring us one process. We’ll show you the skills, rules and context an agent needs to handle it your way.