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Creating Custom Skills (Protocols)

Build your own specialized AI assistants by creating Protocols.

While the Marketplace offers ready-made Skills, Protocols allow you to build custom workflows tailored exactly to your organization's needs. A Protocol defines the instructions, capabilities (tools), and triggers that make up a custom Skill or Agent.

What is a Protocol?​

Think of a Protocol as the "blueprint" for a Skill. It combines three elements:

  1. Instructions: The "brain" (how the AI should behave).
  2. Tools: The "hands" (what external apps or internal data it can access).
  3. Triggers: The "ears" (when it should activate).

How to create a new Protocol​

To start building, navigate to Workspace Settings > Protocols.

  1. Click the + New Protocol button in the top-right corner.
  2. You will be guided through the configuration tabs: General, Tools, Triggers, and Menu.

Step 1: General configuration​

This tab defines the identity and logic of your skill.

  • Instructions: This is the most critical part. Write a clear system prompt defining the AI's role (e.g., "You are a helpful assistant that specializes in de-escalating angry customers...").
  • Name & Description: Give it a clear title so your team knows when to use it.
  • Icon: Choose a visual symbol for the dashboard.
  • Scope: Define who can use this skill (e.g., "Organization" shares it with everyone).

Step 2: Assign Tools​

Tools give your Skill the ability to do things, not just talk. You can mix and match built-in capabilities with your connected integrations.

Built-in Tools:

  • Web Search: Allows the AI to look up live information.
  • List/Get Meeting: Access to transcript data.
  • Send Email: Capability to draft and send messages.

Integration Tools: Connect your external stack. For example, if you are building a "Bug Reporter" skill, you would check the boxes for Linear: Create Issue or Jira: Create Ticket.

Step 3: Triggers and Menu​

  • Triggers: Define automatic behaviors (e.g., "Run this protocol automatically if the sentiment score drops below 4").
  • Menu: Configure where this Skill appears in the Companion interface (e.g., in the Quick Actions menu or as a dedicated chat option).

Managing your Protocols​

Once you click Create Skill, your Protocol appears in the list view.

  • Edit: Click any card to tweak the instructions or add new tools.
  • Status: You can enable/disable protocols as your workflows evolve.

Note: A "Protocol" created here becomes a usable "Skill" or "Agent" for your team in the Companion interface.