Write your team's conventions, analysis methods, and playbooks as reusable skills. Every Basedash AI surface picks them up automatically, from chat and charts to dashboards, automations, and insights.
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AI context
Configure AI behavior for your organization. This context is shared with all members.
Global context
Always loaded by every AI surface.
We're a SaaS company. Users are called "merchants".
MRR excludes trial accounts. Revenue is GAAP, not bookings.
Skills
5
Reusable instructions agents load when relevant.
New skillActivation rate
Active in first 7 days · excludes trial accounts · calendar weeks (UTC)
Updated 2d ago
Revenue analysis
Segment by plan tier · exclude trials from MRR · prefer line charts for trends
Updated 2d ago
Cohort analysis
Cohorts are signup_month · retention is plan-active in week N
Updated 2d ago
Support triage
Group tickets by category + priority · open > 48h is SLA risk
Updated 2d ago
Experiments
A/B reports use exposure_first events · 7-day windows · show p-values
Updated 2d ago
Skills are short, plain-language playbooks for a single concept. Write one, and every AI agent in Basedash can pick it up when it's relevant.
Write a skill
Admins write a short playbook in Settings → AI context. One concept per skill works best.
Activation rateEdited by admin- 1Activation = onboarded within 7 days.
- 2Exclude trial-only accounts.
- 3Calendar weeks in UTC.
- 4Compare cohorts by signup_month.
Load it on demand
When a request matches, the agent reads the full skill. The step stays visible in the thinking trace.
How is activation trending this quarter?
Thinking
Read skillActivation rateQueryProduction DBApply it everywhere
Every AI surface follows the same rules, so a quick chat answer and a scheduled report agree.
Activation rate, weekly
Last 12 weeks
38.4%
+7.2 pts
Follows Activation rate
A skill is a name and a few lines of instructions, written the way you'd brief a new analyst. Each one holds up to 50,000 characters, so even nuanced playbooks fit.
Edit skill
Activation rate
Name
Instructions
Describe when and how AI should use this skill.
- 1Activation = signed up AND completed onboarding within 7 days.
- 2Exclude trial-only accounts and internal email domains.
- 3Use calendar weeks in UTC; weeks start on Monday.
- 4Always compare cohorts by signup_month, not by event_month.
- 5Prefer a line chart for the trend over time.
Every AI surface
Skills aren't tied to a single feature. The same instructions guide every AI surface in Basedash, so your team's rules apply to quick questions and scheduled reports.
- Chat
- Chart builder
- Dashboards
- Automations
- Insights
- Tasks
Skills work best when each one focuses on a single concept or workflow. Here's the kind of thing real teams write.
Activation rate
Growth team's analysis method
- 1Activation = signed up and completed onboarding within 7 days.
- 2Exclude trial-only accounts and internal email domains.
- 3Use calendar weeks in UTC; weeks start on Monday.
Revenue analysis
Finance team's standard playbook
- 1MRR is GAAP recurring revenue, excluding trial accounts.
- 2Always segment revenue by plan tier in any breakdown.
- 3When comparing periods, use calendar months in UTC.
Support triage
Operational rules for the support team
- 1Group tickets by category and priority before summarizing.
- 2Tickets open longer than 48 hours are SLA risk.
- 3Use human-readable status names, not raw enum values.
Questions about skills.
What are skills in Basedash?
Skills are reusable bundles of instructions that you write once and every Basedash AI surface can read on demand. Each skill captures a single concept — a team playbook, an analytical method, or a reporting convention — so the AI applies your team's rules without you re-explaining them.
Where do skills apply?
Skills are picked up across chat, the chart builder, dashboards, automations, insights, and background tasks. Any time an AI agent in Basedash takes on a request, it sees the catalogue of skills your organization has defined and loads the ones that look relevant before answering.
How does the AI choose which skill to load?
Every agent gets a lightweight catalogue of skill names in its system prompt. When a skill looks relevant to the current request, the agent fetches its full instructions through a tool call you can see in the thinking trace — so there is no black-box retrieval, and you can audit which skills were used.
Who can create or edit skills?
Skills are managed by organization admins under Settings → AI context. Anyone in your workspace benefits from them automatically, but only admins can create, edit, or delete them — so the shared context stays consistent across every team that uses Basedash.
How are skills different from global context?
Global context is a single block of instructions that is always loaded by every AI agent. Skills are modular: many of them, each focused on a single concept, loaded on demand only when relevant. Global context is best for short, durable facts. Skills are best for richer playbooks, team conventions, and analytical workflows.
How are skills different from Models?
Skills are prose instructions that guide how AI approaches a task. Models contain executable SQL plus dimensions, measures, and segments that define the data itself. Use Models for calculations such as activation, MRR, churn, and retention, and use skills for analytical methods, conventions, and playbooks.