/name.
Skills are scoped to the company that saved them. The one exception is an agency
sub-account, which also inherits its parent agency’s skills - see below.
Where to find it
- In chat, open the composer + menu and choose Skills. The Directory opens on its Skills section - the same modal Connectors opens.
- From the Sidekick panel menu, choose Manage skills.
- Or go straight to Sidekick → Skills.
Create a skill
1
Open Skills and click New skill
From the composer + menu → Skills, or on the Skills page.
2
Fill in the four fields
Name is the slash command. Title is the display name. Description is what
Sidekick matches a request against. Instructions is the procedure itself.
3
Save
The skill is live immediately for every member of the company.
Ask Sidekick to save one
You don’t have to fill in the form. Tell Sidekick to save what you just worked through - “save that as a skill”, “remember how to do this” - and it drafts all four fields from the conversation. Nothing is written until you confirm. Sidekick shows you the draft and a six-character confirmation code, and you reply with that exact code (for exampleConfirm K7P2XM). The
skill is saved only in that later turn, and the code expires after 15 minutes - if it
lapses, ask again and confirm the fresh code. Saving under a name that already exists
updates that skill, subject to the same edit permission below.
How Sidekick uses a skill
Two routes, both available to every member:- Automatic - when a request matches a skill’s description, Sidekick loads the skill and follows its instructions.
- Explicit - type
/in the composer to see your skills alongside the built-ins, or send a message starting with/nameto invoke one directly.
Who can edit and delete
Editing is not restricted to admins on purpose - the person who wrote a skill keeps
control of it. If you need someone else’s skill changed and you are not an admin, ask
them or an admin to make the change.
Agency accounts
A sub-account under an agency parent also sees the agency’s skills, grouped under From your agency and marked with a badge. They work exactly like the sub-account’s own skills in chat. They are read-only from the sub-account: there are no Edit or Delete buttons, and the agency’s own account is the only place to change them. A sub-account can, however, save its own skill using the same name - its own skill then takes precedence over the inherited one for that company.Limits and validation
Inherited agency skills do not count toward your company’s 25.
Reserved names
The built-in skill names are reserved and cannot be used for a custom skill:Custom skills are an in-app Sidekick feature. They are not exposed through the
SideShift MCP server: an external MCP client cannot save a skill, and
invoke_skill there returns the built-in skills only. Use Sidekick in the app to create,
edit, and run your company’s skills.