Skills, the Prompt Library and Quick Actions

If you find yourself typing a variation of the same paragraph every week, save it. Spiich has three places to put it, and the difference between them is what happens when you use it.

Which one do you want

A Skill shapes how Spiich works. A saved prompt gives you what to say. A Quick Action removes the click entirely. Typing / in the composer lists your saved prompts and your Skills together, up to 15 entries, at most 10 of each.

Create a Skill

1. 1

   Open Skills

   Go to Settings > Skills. Starter Skills are offered here: MEDDIC qualification, Discovery call prep, Post-meeting follow-up, Mutual action plan, Stakeholder map, Pipeline health review, and an Email writing style Skill that Spiich can fill in from your sent mail. Click Use this on any of them to open the editor prefilled, or click New skill to start blank.

2. 2

   Name it

   Enter a name, for example Research an account. Up to 200 characters.

3. 3

   Say when it applies

   Fill in When should this skill be used? with one line describing the situation. Up to 500 characters. Spiich uses this to know when the Skill is relevant.

4. 4

   Write the instructions

   Put the steps, rules, examples and the output you expect in Instructions. Up to 50,000 characters, so there is room for a real playbook.

5. 5

   Choose who can use it

   Under Available to, pick Only me, A team or Whole company.

6. 6

   Save and try it

   Click Create skill (or press Cmd+Enter). Go to Chat, type /, pick the Skill so it attaches as a chip, then type your request.

Create a saved prompt

Go to Settings > Prompt Library and click Add Prompt. Give it a name (up to 200 characters), write the Prompt Content, and use Insert variable to add {{placeholders}} you fill in each time. Set an optional category, tick Share with team to make it available to everyone in the workspace, and click Create Prompt.

In chat, type / plus part of the name. The text drops in with every variable highlighted and Tab jumps between them. Prompts a colleague shared are marked Shared.

Already written the perfect message in a chat? Hover your own message, click the bookmark icon (Save as prompt), name it, and it lands in the library without retyping.

Create a Quick Action

Go to Settings > Quick Actions and click Add Action, or pick a starter such as Draft follow-up, Research company, Deal status, Spot risks or Objection help and click Use this.

Name it, pick an icon, and write the prompt content. Use the variable menu to insert a Text, Dropdown or Date input wherever you want to supply something at run time. Tick the share option to offer it to the team, and the pin option to put it on your new-chat home screen.

Actions with no variables run on the first click. Actions with variables open a small dialog that collects each input first. Quick Actions also appear as pills on a record page, so you can fire one against the deal you are looking at. See Record pages.

Sharing scopes

Skills have three audiences, and two of them are restricted.

Saved prompts use a simpler model: Share with team makes a prompt available to everyone in the workspace. Quick Actions can be shared the same way, but pinning a shared action onto everyone's home screen is admin only. You can always pin your own private action for yourself.

Limits

• The / menu shows at most 15 entries: up to 10 saved prompts and up to 10 Skills, interleaved.
• Skill fields are capped at 200 characters for the name, 500 for the description and 50,000 for the instructions.
• Prompt names are capped at 200 characters and categories at 100.
• Deleting a shared Skill removes it for everyone who had access, and that cannot be undone.

If something goes wrong

• A Skill you expect is missing from the `/` menu. It is scoped to a team you are not in, or to someone else. Check Settings > Skills. Only Skills you are allowed to run are listed.
• `Whole company` or `A team` is missing when you create a Skill. You are not a workspace admin, or no team exists yet. Save it as Only me and ask an admin for the shared version.
• The home-screen pin checkbox on a Quick Action is locked. The action is shared with the team, and pinning a shared action for everyone is admin only. Keep it private and pin it for yourself, or ask an admin.
• Spiich ignored the Skill you picked. The chip was cleared from the composer, or you are no longer allowed to run that Skill. Re-select it from the / menu just before you send and check the chip is visible.