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The quickest way to make a skill is to tell the IdeaboxAI Co-pilot what you want in your own words. It plans the skill, checks with you to make sure it understood, writes all the instructions, and gives you a finished skill file you can install. This guide walks through describing, reviewing, building, and installing a skill.

Open the Co-pilot and describe your skill

Start from the Co-pilot home screen and describe what you need.
1

Open the Co-pilot

Click Home in the left menu to open the IdeaboxAI Co-pilot.
2

Describe the skill

In the chat box, describe the skill you’d like. Try to be clear about three things:
  • What the skill should do.
  • When you’d want to use it.
  • What its finished result should look like.
For example, “Can you create a skill for market and competition research?”
Co-pilot home screen with the skill creation prompt typed in the chat input.

Look over the plan

Before writing anything, the Co-pilot shows you a plan so you can check it first. It shows the following.
  • Skill name - A suggested name, for example, market-competition-research.
  • What it would do - A short list of what the skill covers.
  • When you’d use it - The kinds of questions or situations it’s meant for.
  • What the result looks like - The sections the finished output will have, for example, a summary, a market overview, competitor profiles, a comparison, opportunities and risks, and sources.
The Co-pilot might also ask you a couple of quick questions, for example, whether the skill should be general or focused on one industry, whether it should do a quick check or a deep dive, and how you’d like the result laid out.
Answering these questions gives you a skill that fits your needs better. If you’re happy with a solid general version, just reply “go ahead”.
Co-pilot showing the skill plan with What it would do, When it would trigger, and Output format sections.

The Co-pilot builds your skill

Once you say yes, the Co-pilot writes the whole skill for you, the instructions, the layout for the results, a guide for choosing good sources, and any extra supporting files. You see it working as it goes. When it’s finished, you see the following.
  • A skill card with the skill’s name and version, for example, market-competition-research Skill V1.
  • A Download button to save the skill file.
  • A Share button to send the skill to someone.
  • A short recap of what the skill does, what’s included, and when to use it.
  • Next steps for how to install and try out your new skill.
Co-pilot showing the completed skill card with Download and Share buttons, and a full summary.

Install your skill

With the skill file saved, upload it to Skills Studio to make it available to your personas.
1

Download the file

Click Download to save the skill file to your computer.
2

Open Skills Studio

Go to Skills Studio by clicking Skills in the left menu.
3

Upload the skill

Click + Create Skill, then Upload, and choose the file you just saved.
Your skill now appears in Skills Studio, ready to add to your personas.

Tips for creating good skills

A little upfront detail produces a sharper skill on the first try.
  • Be clear about the result you want. The more you describe how the finished output should look, its sections, layout, and length, the more useful your skill will be.
  • Say when you’d use it. Tell the Co-pilot what kinds of questions this skill should help with. This helps it know when to step in.
  • Answer the questions it asks. These questions clear up anything unclear, and answering them gives you a better skill on the first try.
  • Try it before adding it to a persona. Once installed, run three to five realistic questions through it to check the results before you put it to work in a live persona.
  • Keep improving it with the Co-pilot. If the result isn’t quite right, tell the Co-pilot what you’d like to change in the same chat, and it makes a new, improved version.
  • Keep each skill focused. A skill that does one thing well is easier to look after and works more reliably than one that tries to do too much at once.
Once your skill is installed, add it to a persona from the Edit Persona panel. See About skills for how skills connect to personas, and Share a skill to send it to teammates.