> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sideshift.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Sidekick skills

> Save your company's own procedures as named skills Sidekick can follow.

A skill is a named, reusable procedure Sidekick follows. SideShift ships a few built-in
ones, and your company can save its own - the way you write a weekly report, the checks
you run before approving a video, how you brief a new creator. Once saved, a skill is
available to everyone in the company: Sidekick picks it up when a request matches, or
anyone can run it explicitly with `/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](https://app.sideshift.app/sidekick/skills).

Every one of them shows the same three groups: **Your skills** (editable), **From your agency**
(read-only, if you have a parent agency account), and **Built-in** (read-only).

## Create a skill

<Steps>
  <Step title="Open Skills and click New skill">
    From the composer **+** menu → **Skills**, or on the Skills page.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save">
    The skill is live immediately for every member of the company.
  </Step>
</Steps>

The **Description** is the field that matters most. It is not a summary - it is the
trigger text Sidekick reads to decide whether a request calls for this skill. Write it
like a good tool description: say when to use the skill, and when *not* to.

Edit or delete a skill from its row in the same list.

## 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 example `Confirm 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 `/name` to invoke one directly.

Sidekick treats your skills exactly like the built-ins once loaded.

## Who can edit and delete

| Action                 | Who                                                    |
| ---------------------- | ------------------------------------------------------ |
| Create a skill         | Any member of the company                              |
| Edit or delete a skill | The member who created it, or a company admin or owner |
| Use a skill            | Any member of the company                              |

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

| Field            | Rule                                                                                                                                                   |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Name**         | 2-64 characters: lowercase letters, digits, and dashes, starting with a letter or digit. A leading `/` is stripped. Must be unique within the company. |
| **Title**        | 1-120 characters                                                                                                                                       |
| **Description**  | 1-400 characters                                                                                                                                       |
| **Instructions** | 1-24,576 bytes of markdown (24 KB)                                                                                                                     |
| **Per company**  | 25 skills. Delete one before adding another once you hit the cap.                                                                                      |

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:

| Name                 | Skill              |
| -------------------- | ------------------ |
| `boost-post`         | Boost a post       |
| `create-campaign`    | Create a campaign  |
| `find-creators`      | Find creators      |
| `fund-wallet`        | Fund the wallet    |
| `grill-my-brief`     | Grill my brief     |
| `hire-creator`       | Hire a creator     |
| `invoice-client`     | Invoice a client   |
| `message-creators`   | Message creators   |
| `performance-report` | Performance report |
| `post-job`           | Post a job         |
| `quickpay`           | Quick Pay someone  |
| `resolve-dispute`    | Resolve a dispute  |
| `review-applicants`  | Review applicants  |
| `review-content`     | Review content     |
| `run-payouts`        | Run payouts        |
| `write-brief`        | Write a brief      |

<Note>
  Custom skills are an in-app Sidekick feature. They are not exposed through the
  [SideShift MCP server](/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.
</Note>
