Note: Funnel AI was formerly known as Data Chat. Skills were formerly known as Saved prompts.
Skills let you build a shared library of reusable prompts for all users in your workspace. Save effective prompts, especially long or complex ones, and reuse them to guide other users on how to start a meaningful chat. Skills are also useful for prompts you run frequently. Users create skills under Workspace > AI Context > Skills or save from chat with approval. Type / in chat to pick a skill, or use the Skills conversation starter.
In the left menu, go to Workspace > AI Context > Skills. You can also open Skills from the AI Context section of the AI menu.
Below your workspace skills, Funnel managed skills lists read-only skills that Funnel maintains. These skills are available to every workspace. Funnel AI can discover them automatically in chat, and you can also run them with / in the chat field.
Before you begin
How to open Skills in your workspace | Requirements |
In the left menu, go to Workspace > AI Context > Skills. |
Ask your workspace admin for access. |
Add a skill
Follow these steps to add a skill manually.
In the left menu, go to Workspace > AI Context > Skills.
Click Add skill, then choose one of the following:
Write skill instructions: enter the skill yourself.
Create with Funnel AI: start a new chat that helps you draft a skill.
Upload a skill: import a skill from a Markdown (
.md) file.
Enter a Skill name, optional Description, and Instructions (at least 20 characters).
Click Create.
Note: The skill is available to all users in this workspace.
Tip: You can also save a skill from chat. Open the More actions menu on one of your messages and select Save skill. Or open New chat, select the Skills conversation starter, and pick a skill to run.
Use a skill
You can run a skill in a new chat or in an existing chat.
In a new chat
In the left menu, go to AI > New chat.
Click the Skills conversation starter.
Select the skill you want to use. The skill loads in the chat field.
Press Enter or click the send button.
In an existing chat
In the chat field, type /. A list of workspace skills and Funnel managed skills appears.
Select the skill you want to use.
Edit or delete a skill
Go to Workspace > AI Context > Skills.
Click the More actions menu for the skill you want to change.
Select Edit to update the skill, or Delete to remove it.
If you delete a skill, click Delete in the Delete entry dialog to confirm. This action cannot be undone.
Note: You cannot restore the previous version of a skill after you save edits.