Add and configure skills
Choose useful capabilities, understand their rules and limit allowed actions.
A skill adds a capability to the bot: send a message, check a calendar, query a CRM or trigger an automation.
Choose a skill
In the bot configuration, use Add a skill. The selector shows available capabilities, their descriptions and their current state. Search for a name or need, then select the required skill.
Already selected capabilities remain visible to prevent duplicates.
Least-privilege principle
For each skill:
- enable only useful actions;
- limit recipients, models or resources;
- clearly explain when the bot should use the action;
- ask the caller for confirmation when an action has an important effect;
- test one success and one failure.
Common skills
| Need | Suitable skill |
|---|---|
| Send a summary | Email or SMS |
| Book an appointment | Microsoft 365, Google or Progenda Calendar |
| Create a ticket or find a customer | Odoo, HubSpot or Zendesk |
| Call a service or schedule a callback | Outbound call or contact callback |
| Run an external scenario | Webhook automation |
Understand errors
An external action can be refused even while the bot itself works correctly. The tool result appears in the conversation. Check the connection, external account permissions and allowed settings before changing the prompt.
Create your first bot shows a minimal configuration with email, calendar and call transfer.