Manage Skills from the Skills Page

The Skills page gives you a dedicated workspace to view, enable, create, clone, and delete skills. Built-in skills come pre-configured for common compliance tasks, while custom skills let you define your own instructions.

Open the Skills page

In the sidebar, click Skills. The page opens with a two-panel layout: the left panel lists your skills, and the right panel shows the selected skill's details or editor.

Understand built-in vs custom skills

The skills list is organized into two sections:

• Built-in skills are pre-configured by ISMS Copilot for common GRC tasks. They appear with a lock icon and can be enabled, disabled, or cloned—but not edited directly.

• Custom skills are skills you create or clone. You can edit, enable, disable, and delete them.

Only enabled skills can activate during conversations. For details on how skills behave in chat, see Use Skills to Tailor Your Responses.

Enable or disable a skill

Each skill in the list has a toggle switch. Use it to enable or disable the skill:

1. Find the skill in the list.

2. Toggle the switch on to enable, or off to disable.

Enabled skills can activate in chat when your message matches the skill's purpose. Disabled skills are ignored.

Clone a built-in skill

Built-in skills can't be edited directly, but you can clone them to create a customizable copy:

1. Select a built-in skill from the list.

2. In the right panel, click Clone and Customize.

3. Edit the cloned skill's name, description, and instructions.

4. Click Save.

The clone appears in your custom skills list with "(Custom)" appended to the original name. You can edit or delete it like any custom skill.

Create a new custom skill

To create a skill from scratch:

1. Click New Skill at the top of the skills list.

2. Enter a name and description for the skill.

3. Define the skill's instructions—the prompt guidance ISMS Copilot should apply when this skill activates.

4. Click Create Skill.

The new skill appears in your custom skills list and can be enabled immediately.

Edit a custom skill

1. Select the custom skill from the list.

2. In the right panel, update the name, description, or instructions.

3. Click Save.

Your changes apply to future conversations. Past responses that used the skill are unaffected.

Delete a custom skill

1. Select the custom skill from the list.

2. In the right panel, click Delete Skill.

3. Confirm the deletion in the dialog.

Deleting a skill removes it permanently. If it was enabled, it will no longer activate in chat.

What's next

• Use Skills to Tailor Your Responses — understand how skills activate in chat and what the skill badge means

• How to Set Up Custom Instructions — set persistent preferences that apply across all conversations