Skills
Skills are reusable instruction sets that you create once and assign to any agent. They ensure consistency across your agents and make it easy to maintain shared knowledge about how tasks should be done.
Examples
- “IC Memo” — Instructions for writing investment committee memos with a specific structure and level of detail.
- “Meeting Prep” — How to compile a briefing before a meeting, what context to gather, and how to format it.
- “Deal Analysis” — How to evaluate a deal opportunity, what metrics to look at, and how to present findings.
Creating a skill
- Navigate to Skills from the sidebar.
- Click Create Skill.
- Provide:
- Name — A clear name that describes what the skill teaches.
- Description — A brief summary of the skill’s purpose.
- Instructions — Detailed instructions the agent will follow. Write these in natural language.
Teaching skills via chat
You can also create skills through conversation with Alma. Describe what you want the skill to do, iterate on it, and Alma creates the skill for you. This is useful for refining skills through back-and-forth — describe what you want, review the result, and adjust.
Editing a skill
Click on any skill to open its detail page. All fields are editable inline — click a field to edit it in place. You can update the name, description, model, context window, allowed tools, instructions, and attached resources without leaving the page. Changes take effect the next time an agent with that skill executes a responsibility.
To delete a skill, open the dropdown menu on the skill detail page and select Delete. You will be asked to confirm before the skill is removed.
Using skills in responsibilities
Skills are referenced at the step level inside a responsibility. In any step’s instructions (or gate/evaluation criteria), use the skill selector — a searchable dropdown — to attach an org skill. At execution time, the agent receives a directive to use that skill, and the skill’s allowed tools are automatically merged into the step’s tool configuration.
The same skill can be referenced across multiple steps and responsibilities.
Viewing skill usage
Each skill card on the Skills page shows which agents currently use that skill, making it easy to understand the impact of changes before editing.