Create a skill or plugin by chatting

The Skill Builder and the Plugin Builder let you make a skill or a plugin by describing it in plain words. You chat with the builder on the left, and it writes the skill or plugin on the right, where you can change anything yourself. Nothing is created until you select Create.

The builder is where + takes you. You can still write a skill yourself or upload a skill or plugin you already have.

Before you begin

You need permission to add skills or plugins. If you don’t see + on the list, ask an admin. If your role uses IT Manager Approval, what you create waits for an admin before anyone can use it.
Have any useful documents to hand, such as a process, a checklist or a policy. The builder can build from them.

Create a skill with the Skill Builder

Open Personalization → Skills and select + on the Skills list. The Skill Builder opens with Describe the skill you want.

The menu at the top (it reads Builder) switches to Configure manually, the step-by-step Create a skill form. In that form the same menu, reading Manual, brings you back to Skill Builder.
Say what the skill should help with, and when. For example: “A skill for writing a polite reply to an angry customer email.” Or pick one of the suggestions to start.

To build from a document, select Attach documents in the message box. You can attach up to 3 documents per message.
Answer any questions the builder asks. It fills in the right side as you go:
- Name and description: the description tells an agent when to use the skill, so make sure it says when it applies.
- Instructions: what the AI does when it uses the skill, step by step. Select Suggest improvements for ideas.
- Reference files (optional): long examples, templates or data that the instructions point to.
Change anything on the right yourself, or ask the builder to change it. Your draft is saved as you go.
Choose who can use it from the menu at the top: Only me, Everyone in the workspace, or the people it is shared with.
Select Create. The button stays greyed out until the skill has a name and instructions.

Create a plugin with the Plugin Builder

A plugin is a set of skills plus the apps they work with, ready to add to any agent.

Open Personalization → Plugins and select + on the Plugins list. The Plugin Builder opens with Describe the plugin you want.

To upload a plugin archive instead, choose Configure manually from the menu at the top.
Say what the plugin should help with. For example: “A sales plugin that logs call notes in HubSpot and drafts follow-up emails in Gmail.”
The builder writes the plugin’s skills and suggests the connectors they need. On the right you can:
- edit the Name and description and the Version;
- under Skills, write new skills or add ones you already have, and select Suggest with AI for more;
- under Connectors, select Add to pick an app, or Suggest with AI to ask which apps the skills need.
Choose who can use it, then select Create. The plugin needs a name and at least one skill first.

Everyone who uses the plugin connects its apps with their own account. Sharing the plugin never shares your sign-ins.

Change a saved skill or plugin in the builder

Open the skill or plugin from your list.
Select ⋮ → Edit. It opens in its builder with What would you like to change?
Ask for the change, such as “Make the instructions shorter and clearer”, or edit the fields yourself.
Select Save. Nothing changes until you save, and each save makes a new version you can restore later.

Skills and plugins you added from Atlato’s galleries can’t be edited in the builder.

Good to know

Stop in the chat ends the builder’s turn and undoes the changes it was making.
Discard throws the draft and its chat away. If you leave with unsaved work, you’re asked first.
If your role needs an IT Manager to approve changes, you’ll see Sent for approval. The skill or plugin stays as it was until your changes are approved.

Skills

Plugins

The Agent BuilderBuild an agent the same way.

Approvals