Add skills to your AI chatbot

(Updated on )

Teach your AI chatbot to set calendar events, send emails, interact with spreadsheet data and more with ChatAgent skills and skill sets.

 

What are skills and skill sets?

Skills are actions your AI chatbot can do outside the chat window, such as scheduling events in Google Calendar, sending emails, and adding data in Google Sheets.

Skills sets are combinations of two or more sets, transforming them into complex workflows.

Using the skills above as an example, a skill set can give your AI chatbot the ability to:

  1. Schedule a user's appointment in Google Calendar and then 
  2. Confirm appointment details via email and then 
  3. Log the appointment & user data in a Google Sheet spreadsheet.

 

How to add skills to your AI chatbot

  1. Go to Skills under Agent Settings in your sidebar.
  2. Click Add Skill Set.
  3. Select Build Your Own Skill Set.
  4. Write a name for your skill / skill set in the Skill Set Name field.
  5. Click + Add Skill
  6. Select an App and Action to use. In this example, let's go with the Google Sheets app and Read Data action.

  7. Fill in the required fields:
    1. Skill Name – The name of your skill.
    2. When to Trigger – Describe when the skill should run.
      Examples:
      • “Trigger this when the user wants to know the status of their order.”
      • “Trigger this when the user asks if a product is in stock.”
      • “Trigger this when the user asks for the service fee of a specific package.”
      • “Trigger this when the user asks for the booking availability of a function room.”
    3. Data Collection from Chat – Add the parameters you want the chatbot to collect (e.g., name, email, booking ID). The chatbot will ask for anything missing in the conversation.
    4. Connect Google Sheets.– Sign in your Google account.
    5. Configure Google Sheets – Choose the spreadsheet your skill will read.
  8. Click Close.
  9. Click Save Skill Set.

 

Test your new skill in "Playground"

Try to trigger your new skill in Playground. Simulate the conditions you placed in the “When to trigger” field to see if your AI recognizes the cue for the skill.

In this case, ask information that's in the spreadsheet you selected earlier and see if the data matches.

 

How to create a skill set for your AI chatbot

Because skill sets are just multiple skills in one workflow, you can create a skill set by repeating #5 (Click + Add Skill) before saving your skill set.

In the example earlier, you can add an email skill below the Google Sheets skill to send users email after informing them of the spreadsheet's contents.

 

You're all set!

View all available skills in our AI Chatbot Skills section.

Have a suggestion for skills or skill sets? Let us know.

 

Having trouble?

Reach us at support@chatagents.io or browse more articles in our Help Center.