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A skill is a named set of instructions, like a playbook for an analysis or a team’s conventions, that Basedash AI loads only when a request calls for it.
Available on all plans. Only admins can create, edit, or delete skills.

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Overview

Global context is loaded in full for every request. Skills work differently: each agent sees the name and a short description of every skill, and reads a skill’s full instructions only when it’s relevant to the current request. This lets you write detailed guidance on many topics without crowding every conversation. Skills are used by chat, chart generation, dashboards, insights, and automation creation. They apply to the whole organization. There’s no per-group scope and no on/off switch for individual skills.

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When to use skills

Skills work best for modular guidance focused on one concept:
  • Analysis methods: how to investigate retention, revenue changes, funnel performance, or experiment results.
  • Team conventions: rules a team follows, like “finance uses GAAP revenue” or “growth uses calendar weeks in UTC.”
  • Playbooks: how to write an A/B test report, triage support tickets, or summarize cohorts.
  • Chart preferences: preferred chart types and breakdowns for a topic.
Think of a skill as the guidance you’d give a new analyst joining your team. Use models instead when a metric or dataset needs executable SQL that every chart and answer should reuse.

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Create a skill

  1. Open Settings → AI context.
  2. In the Skills section, click Create skill.
  3. Enter a Name, for example “Revenue analysis” or “Support triage”.
  4. In Instructions, describe when and how the AI should use this skill. Instructions can include workflows, definitions, and organization-specific guidance.
  5. Click Create.
To change or remove a skill, open the menu on its row and choose Edit or Delete. After you delete a skill, AI agents can no longer load its instructions.

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Let the AI save a skill

Admins can also ask chat to save something as a skill, for example “Save how we calculate activation as a skill.” When an admin’s conversation surfaces durable guidance worth keeping, the AI may save or update a skill itself and tells you when it does. Skill changes made by the AI are recorded in the audit log.

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See which skills were used

When an agent loads a skill, the answer’s thinking steps show Reading <skill name> skill. Click the step to see the instructions the AI read. Instructions you give in the conversation take priority over a skill. If a skill gives the wrong guidance for a specific question, say so in your message.

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Examples

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Activation rate

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Support triage

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Limits

Skill names can be up to 100 characters and instructions up to 50,000 characters.

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API

Admins can list, create, update, and delete skills with the public API. If you create a skill through the API without a description, Basedash generates one.

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FAQ

No. Only admins can create, edit, or delete skills, so shared guidance stays consistent. Members can still add personal AI context for their own preferences.
No. Skills apply to the whole organization. For team-specific guidance, use group context.
Agents decide which skills to load from the skill’s name and description. Give the skill a specific name and describe in the first lines of the instructions when it applies. You can also mention the skill by name in your question.

AI context

Add global, group, personal, and data source context.

Models

Define reusable SQL for metrics and datasets.

Accuracy and trust

How Basedash AI generates and checks answers.

Chat

Ask questions about your data.