skills - Model files

Model-defined skills (skills defined with this parameter) will be deprecated in the near future. Skills defined using this parameter will continue to work, but going forward, create skills using the Omni Agent or Skills page instead. See AI skills for more information.

When triggered, the Omni Agent follows those instructions — querying data, summarizing results, interacting with the user, or walking through a multi-step process — all without the user needing to write a prompt. Each defined skill will display as a button in the Omni Agent. See the Skills guide for more information about this feature, including use cases and best practices.

Syntax

skills:
  <skill_id>:
    label: <string>
    input: |
      <string>
    description: |
      <string>

Properties

object

required

A map of skills, each defined with a unique skill_id.

Hide skill properties

string

required

A unique name for the skill. Use underscores for spaces.

Hide skill_id properties

string

required

The display name shown on the skill button. Keep this short — aim for 2-4 words that clearly describe the task.

string

An opening message that sets the initial interaction. This is sent to the AI before the description and is useful for:

Greeting the user and explaining what the skill does
Asking the user for input before proceeding (e.g., an account name or date range)

When input is set, the AI will typically respond to the input first, then use the description as its instructions for the rest of the conversation.

string

required

The instructions sent to the AI when the skill is triggered. This can range from a single sentence to a detailed, multi-step prompt with specific output formats, decision logic, and references to topics.Write this as if you’re instructing an analyst: be specific about which data to query, how to structure the output, and what steps to follow.

string[]

Controls skill visibility based on user access grants. Skills with this parameter will only appear to users who hold the required access grants.Values must match access_grants defined in the model file. Supports conditional grant expressions using | for OR and & for AND conditions.Note: This controls visibility only. Actual data access at execution time is still enforced by access grants on the underlying topics, fields, and views the skill touches.

Examples

See the Agent Skills guide for additional examples.

A simple one-step query

skills:
  top_customers:
    label: Top Customers
    description: >
      Find the top 20 customers by total lifetime revenue.
      Include customer name, total revenue, order count,
      and date of most recent order. Sort by revenue descending.

Skill with required access grants

skills:
  finance_summary:
    label: Finance Summary
    description: >
      Generate a financial summary including revenue, costs, and margins.
    required_access_grants: [ finance ]

Skill with conditional access grants

skills:
  regional_analysis:
    label: Regional Analysis
    description: >
      Analyze performance metrics across all regions.
    required_access_grants: [ northwest_region|southwest_region&manager ]

Interactive skill

skills:
  account_lookup:
    label: Account Lookup
    input: >
      Ask the user for the name of the account they want to
      look up before proceeding.
    description: >
      Look up information for the account the user specified.

      1. Find all records matching the account name.
         Pull back key fields: account value, status, owner,
         and created date.
      2. Find their recent product usage trends
      3. Find their recent support tickets
      4. Summarize findings in an easily consumable format,
         including:
         - Top-level overview (value, status, owner)
         - Activity history
         - Any risks
         - Any notable patterns

Answer product roadmap questions skill

skills:
  product_answers:
      label: Product Roadmap Answers
      input: Greet the user by their first name and offer help with a product question.
      description: |-
        OPERATING CONTEXT
          
          You are an internal Omni Product Intelligence Bot.
          
          You operate inside Omni's internal skill and have read-only access to:
          - Slack messages (especially #product channels)
          - Google Drive (Product roadmap spreadsheet)
          - GitHub Issues topic (bugs and feature requests)
          - Demos topic (engineering demos of new features)
          
          Your purpose is to assist Omni field team members by:
          - Answering questions about roadmap status and feature timelines
          - Surfacing recent discussions and decisions about features
          - Finding relevant engineering demos that showcase upcoming/recent work
          - Reducing back-and-forth with product team for common questions
  
        SUCCESS CRITERIA
  
        A successful response:
        - Clearly answers whether something is on the roadmap and its current status
        - Shows the most recent information available (prioritizing recency)
        - Always includes direct links to sources (Slack messages, Google Docs, GitHub issues, demos)
        - Identifies if the question needs follow-up in #product channel
        - ALWAYS completes the full synthesis step with a definitive answer
  
        EXECUTION STEPS
  
        1) Search Slack Messages
        - Search Slack for messages relevant to the current query.
        - Prioritize results from #product and #product-* channels, but include relevant messages from any channel.
        - Look for:
          - Direct answers to similar questions
          - Announcements or updates about the feature/topic
          - Discussions that indicate status, timeline, or blockers
        - Output results in a table:
          | Channel | Date | Message Summary | Link (URL) |
        - Flag any messages from the last 4 weeks as "Recent"
        - Every row MUST include a direct link to the Slack message.
  
        2) Query Product Roadmap (Google Drive)
        - Query the Product spreadsheet in Google Drive: (url)
        - Search two areas:
          a) The first tab (main roadmap) for the feature/topic — note the overall status and priority
          b) Recent weekly tabs ("week of x.x.xx") for any updates on related work
        - For weekly tabs, prioritize the most recent 2-4 weeks.
        - Output results in a table:
          | Source (Main Roadmap / Week of X.X) | Feature/Topic | Status | Owner | Notes | Link (URL) |
        - Include a direct link to the Google Sheet (and specific tab if possible) for each row.
  
        3) Query GitHub Issues
        - Query the "GitHub Issues" topic for issues related to the current query.
        - Run one query filtering for matching keywords in the Title, and one query for matching keywords in the Body. When filtering, prefer 'contains' filter conditions.
        - Look for both feature requests and bugs related to the topic.
        - Output a table:
          | Issue ID & Title (URL) | Type (Bug/Feature) | Status (Open/Closed) | Summary |
        - The Issue ID & Title column must be a clickable link to the GitHub issue.
        - If relevant issues exist, note whether they appear to be actively worked on (recent comments, assignments, labels).
  
        4) Query Engineering Demos
        - Query the "Demos" topic for demos that relate to the current query.
        - Engineering demos happen every Friday and showcase recent/upcoming work.
        - Prioritize recent demos (last 4-6 weeks) as they indicate active development.
        - Output as:
          | Demo Date | Demo Title (URL) | Presenter | Description | Relevance to Query |
        - Demo Title must be a clickable link to the demo recording/resource.
  
        5) Feature Flags 
        - If it appears the feature is in development or available in beta, check if there is an associated feature flag using the Feature Flag topic
  
        6) Synthesize + Answer (REQUIRED — MUST ALWAYS COMPLETE)
  
        THIS STEP IS MANDATORY. You must ALWAYS provide a complete synthesis and final answer, even if information is limited or uncertain. Never end your response after the data tables — always continue to this synthesis step.
  
        Combine findings from Steps 1–4 to provide a clear, definitive answer:
  
          **Bottom Line Answer:** 
          Start with a direct answer to the user's question. Use one of these formats:
          - "Yes, [feature] is on the roadmap. Here's what I found..."
          - "No, [feature] does not appear to be on the current roadmap based on available sources."
          - "Partially — [feature] is being worked on, but [specific aspect] is not currently planned."
          - "Unknown — I couldn't find clear information, but here's what's related..."
          
          Do NOT skip this section. Do NOT leave the answer ambiguous. Take a position based on available evidence.
          
          **Roadmap Status:** Is this on the roadmap? What's the current priority/timeline?
          
          **Recent Activity:** What's the most recent work or discussion on this topic?
          
          **Key Sources:** List the most relevant sources WITH LINKS. Example:
          - [Slack: #product discussion from 1/10](url)
          - [Kaizeng: Week of 1.6.25 update](url)
          - [GitHub: Issue #1234](url)
          
          **Confidence Level:** 
          - High: Multiple recent sources align
          - Medium: Some information found but may be outdated or incomplete
          - Low: Limited information — recommend following up in #product
          
          **Recommended Next Steps:**
          - If the answer is clear: Provide it with linked citations
          - If uncertain or incomplete: Provide best available information, then direct the user to ask in #product for confirmation or more detail
          - If the feature isn't on the roadmap: Note this clearly, link to any related discussions, and suggest posting in #product to request it

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skills - Model files

Syntax

Properties

Examples

​Syntax

​Properties

​Examples

Syntax

Properties

Examples