Managing skills in the AI chat

Add apps and their skills to the AI chat to directly use the capabilities of the added apps in the chat. If you need to add orchestration to specific conversations with apps and skills, you can add purpose-built AI assistants to the chat.

Before you begin

  • You must connect the apps in the Orchestrate Agent Skillset with Team credentials to make the apps visible in the Apps and skills section. For more information, see Managing connections.
  • To make a skill flow visible in the Apps and skills section, connect the desired apps that provide the skills included in the skill flow. You must connect these skills with Team credentials to the Orchestrate Agent Skillset. Users can access these skills only through the skill flow if they are not added to the chat.
  • You must enable the AI chat as the default chat of the tenant. For more information, see Switching the chat experience.
Note: The maximum number of skills and AI assistants that you can add to the AI chat is 120.

Adding skills to the AI chat

  1. From the menu Menu icon, click Agent configuration.
  2. Go to the Apps and skills section. You can see the following information:
    • The connected apps and their skills.
    • The skill flows in which all component skill apps are connected.
    • Published skills from Projects.
  3. Select the app or skill flow that you want to use.
  4. Select the skill that you want to use and click Add to chat.
  5. In the Routing description field, give a suitable description for your skill capabilities. For more information on giving a suitable description, see Guidelines to describe skill's capabilities.
  6. Click Add skill.
Note: You can control the visibility of the apps to the users. For more information, see Enabling the visibility of apps in AI agent.

Updating the skills in AI chat

  • If the builders update a skill by publishing a new OpenAPI for it, the skill is updated in the AI chat.
  • If the builders keep the skill in the Ready to publish state, then only the last published version of the skill can be used by the users in the AI chat.
  • If you add or edit the description of a skill when adding it to the AI chat, the new description overrides the description of the skill that is present in its OpenAPI or in the Enhance a skill page.

Removing a skill from AI chat

  1. From the menu Menu icon, click Agent configuration.
  2. Go to the Apps and skills section.
  3. Click the app from which you want to remove the skill.
  4. Go to the added skill that you want to remove.
  5. Click the overflow overflow_menu and click Remove skill.

Enabling the visibility of apps in AI chat

Hide an app or make the app visible in the AI chat depending on your team preferences or needs. You must add at least one skill from the app to be able to hide or make it visible. Hiding the app or providing visibility affects only the direct use of the app and its skills. The visibility of apps does not affect the apps and skills that are part of a skill flow.

Note:By default, the apps and the skill flows are hidden from the AI chat.
  1. From the menu Menu icon, click Agent configuration.
  2. Go to the Apps and skills section.
  3. Click the app or the skill flow that you want to make it visible.
  4. Switch the Visible toggle to On if you want the app to be visible to the users in their available apps list. When the app is visible, the users can directly start the app by using @ symbol followed by the app name in the chat bar. For example, @trello, @salesforcechatter.

Guidelines to describe skill's capabilities

Adding skill to the AI chat requires that you provide a clear routing description for the AI model to route to the right skill based on the user prompt. When you add a Routing description to the skills, consider the following factors to ensure that the AI model successfully activates the correct skill in the AI chat.

Be specific

  • Use precise and unambiguous language to describe the skill.
  • Avoid vague or general terms that might match multiple skills.
  • Use specific keywords and phrases that are relevant to the skill.

Use actionable verbs

  • Use verbs that describe the action or task the skill performs, such as "click," "enter," or "start."
  • Use action-oriented verbs to help the routing system understand the skill's purpose and match it with relevant user prompts.

Include relevant context

  • Provide context about the skill, such as the industry, domain, or specific use case.
  • Use relevant context to help the routing system to understand the skill's scope and match it with user prompts that are relevant to the context.

Use standardized terminology

  • Use standardized terminology and definitions to describe the skill to ensure consistency and accuracy in the routing system.
  • Use standardized terminology to prevent misinterpretation of skill descriptions.

Avoid ambiguity

  • Avoid using ambiguous language or terms that might be interpreted in multiple ways.
  • Use clear and concise language to ensure that the routing system accurately matches user prompts with the skill.

Use examples

  • Provide examples of user prompts that the skill can handle to help the routing system understand the skill's capabilities and match it with relevant user prompts.

Use relevant keywords

  • Use relevant keywords and phrases that are related to the skill to help the routing system match the skill with user prompts that contain similar keywords.

Use a standardized format

  • Use a standardized format for describing skills, such as a specific template or structure to ensure consistency and accuracy in the routing system.

Test and refine

  • Test the skill description with sample user prompts to ensure that it is accurate and effective.
  • Refine the description as needed to improve the routing system's accuracy and match rate.