Skills in Unique AI Conduct

3 min read

Overview

Skills are pre-packaged capability bundles that extend what your Unique AI Conduct agent can do. They contain instructions, scripts, templates, and reference materials that teach the agent specialized workflows — from generating formatted Excel reports to parsing regulatory documents.

When your admin configures skills for a Conduct space, they're loaded into the agent's environment at the start of every session. The agent uses them automatically when your task matches a skill's purpose — you don't need to name or invoke skills explicitly.

Who is it for?

Anyone using a Unique AI Conduct space. If your admin has configured skills for your space, you're already benefiting from them.

If you're unable to access certain features or sections of this article, it's possible that your firm doesn't have access or hasn't upgraded to the latest version. Please reach out to your internal support team for further assistance.

How Skills Work

  1. Your admin configures skills for the space via the Knowledge Base — selecting which skill packages are available.

  2. At session start, the agent downloads all configured skills into its working environment.

  3. When you send a task, the agent checks if any skill matches your request. If it does, the agent follows the skill's instructions and uses its bundled scripts or templates.

  4. You see the results — the skill improves the quality, consistency, and speed of the agent's output.

You don't need to know which skills are installed. The agent decides when to use them based on your task description.

What Skills Can Do

Skill Type

Example

What it does for you

Document production

docx, pptx, xlsx, pdf

Generates professional documents in the correct format with proper formatting, headers, and styling

Data analysis

data-analysis, chart-generator

Applies proven analysis workflows and produces polished visualizations

Financial services

financial-document-parser, data-reconciliation

Understands financial document structures, extracts key data points, and runs reconciliation checks

Company-specific

Custom skills your admin creates

Applies your organization's house style, templates, compliance rules, or proprietary workflows

Tips for Working with Skills

  • Be specific about output format. If you want an Excel file, say so — the xlsx skill will produce a properly formatted workbook rather than a raw table.

  • Mention the document type. Saying "create a PowerPoint" or "generate a PDF report" triggers the right skill automatically.

  • Trust the process. Skills contain detailed instructions that the agent follows. If a skill produces a specific format or structure, it's by design — the output should be consistent across sessions.

  • Provide your data. Skills work best when you upload the files they need to process. A data-reconciliation skill needs two datasets to compare; a financial-document-parser needs the PDF to parse.

  • Iterate if needed. Skills produce a solid first pass. You can then ask the agent to refine: "make the chart blue", "add a summary section", "reformat column headers."

Frequently Asked Questions

Q: How do I know which skills are available in my space?
A: You don't need to — the agent selects the right skill automatically based on your task. If you're curious, ask the agent: "What skills do you have available?" It can list what's loaded.

Q: Can I create my own skills?
A: Personal skills are on the roadmap. Currently, skills are managed by your admin through the Knowledge Base. If you have a workflow you'd like turned into a skill, talk to your admin.

Q: Why did the agent produce a different format than I expected?
A: A skill may have been triggered that applies a specific template or format. If you want a different output, be explicit: "Don't use a template — just give me the raw data in a CSV."

Q: Do skills slow down the agent?
A: Marginally. Skills are downloaded at session start, which adds a small setup time. Once loaded, they don't add overhead — they actually speed up the agent by giving it proven workflows instead of figuring things out from scratch.

Q: Do skills persist between sessions?
A: Skills are re-downloaded at the start of each session. If your admin updates a skill, you'll get the latest version automatically next time.

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