AI Skills
AI Skills are modular capabilities that extend what your workspace assistants can do. Each skill adds new tools that the AI can call during conversations. Skills are feature-flagged and can be enabled or disabled independently.
How Skills Work
When you send a message to an assistant, ScendCore:
- Checks which skills are enabled for your tenant (via feature flags)
- Checks which skills apply to the current assistant
- Checks that any required API keys are present
- Merges the enabled skill tools into the assistant’s available tool set
- The LLM sees all available tools and decides which ones to call
If a skill is disabled, the LLM never sees its tools — they are completely invisible, not just greyed out.
Skill Phases
Skills are organized into four phases:
Phase 1: Core Platform Skills (Free)
These skills use your existing ScendCore data and require no external API keys.
| Skill | Flag | Tools | Available To |
|---|---|---|---|
| Schedule Meeting | skill_schedule_meeting | Check availability, book appointment, send invite | Meeting Prep, Draft Email |
| CRM Write | skill_crm_write | Create contact, update contact, create opportunity, log activity | Research, Draft Email, Prospecting |
| Enroll in Sequence | skill_enroll_sequence | Enroll contact, list sequences | Prospecting, Draft Email |
| Activity Logging | skill_crm_write | Log call, log note, log activity | All assistants |
Phase 2: Document Generation (Free)
Generate professional documents directly from assistant conversations.
| Skill | Flag | Tools | Formats |
|---|---|---|---|
| Document Generation | skill_doc_generation | Generate PDF, DOCX, PPTX, chart images | PDF, Word, PowerPoint, PNG charts |
Generated documents are saved to the Documents page and can be downloaded or shared.
Phase 3: External Intelligence (Paid APIs)
These skills require external API keys and may incur per-query costs.
| Skill | Flag | Required API Key | Tools |
|---|---|---|---|
| Web Search | skill_web_search | TAVILY_API_KEY | Search the web for real-time information |
| LinkedIn Lookup | skill_linkedin_lookup | PDL_API_KEY | Look up professional profiles and company data |
| Competitive Intel | skill_competitive_intel | TAVILY_API_KEY | Research competitors and market positioning |
If the required API key is not set, the skill is silently excluded — no errors, just not available.
Phase 4: Advanced Actions
| Skill | Flag | Tools | Description |
|---|---|---|---|
| Send SMS | skill_send_sms | Send text message | Send SMS via tenant’s Twilio channel account |
Enabling and Disabling Skills
Skills are controlled through feature flags managed by your platform administrator. Each skill has a corresponding flag:
| Feature Flag | Skill |
|---|---|
skill_schedule_meeting | Meeting scheduling |
skill_crm_write | CRM write operations and activity logging |
skill_enroll_sequence | Sequence enrollment |
skill_doc_generation | Document generation |
skill_web_search | Web search |
skill_linkedin_lookup | LinkedIn/PDL lookup |
skill_competitive_intel | Competitive intelligence |
skill_send_sms | SMS sending |
Skill-to-Assistant Matrix
Not every skill is available to every assistant. Skills are assigned to the assistants where they make sense:
- Research — CRM write, web search, LinkedIn lookup, competitive intel
- Meeting Prep — Schedule meeting, CRM write, document generation
- Draft Email — CRM write, schedule meeting, enroll sequence
- Prospecting — CRM write, web search, LinkedIn lookup, enroll sequence, SMS
- Analytics — Document generation (for charts and reports)
- Coaching — Activity logging
Environment Variables for Paid Skills
| Variable | Service | Cost |
|---|---|---|
TAVILY_API_KEY | Tavily web search API | Per-query pricing |
PDL_API_KEY | People Data Labs (LinkedIn data) | Per-query pricing |
These are set at the platform level by your administrator.
Troubleshooting
Skill tools not appearing
- Check that the feature flag is enabled for your tenant.
- Verify the required API key is set (for paid skills).
- Confirm the skill applies to the assistant you are using.
Document generation failing
- Ensure the
skill_doc_generationflag is enabled. - Check that Supabase Storage is configured for the documents bucket.